Onboarding Steps
1WelcomeUnderstand the platform2Create AccountRegister and verify access3Workspace TourLearn the main navigation4Create DatasetBuild your first Dataset5Dataset ElementsChoose the right field types6Manage RecordsAdd, edit and organise data7Preset DropdownsReuse searchable option lists8Child DataCapture repeating sub-records9SharingCollaborate with clear ownership10RemindersTrack important dates11AnalyticsVisualise and calculate data12Plans & LimitsUnderstand plan allowances13Best PracticesBuild reliable Datasets14FAQAnswers to common questions15CompleteStart building with confidence
Step 3 of 15
20%
Quiixo DataPro

Understand the workspace

The Home page brings together navigation, pinned information, reminders and notices.

Left panel

Search and open your own Datasets or Datasets shared with you. Shared items use a share icon.

Home cards

Pinned records and charts keep frequently used information visible.

Quick links

Access Preset Dropdowns, Team Manager, subscription details and account settings.

Practical tip

On mobile, use the offcanvas menus and footer navigation to move around quickly.

Key points

  • Left panel: Search and open your own Datasets or Datasets shared with you. Shared items use a share icon.
  • Home cards: Pinned records and charts keep frequently used information visible.
  • Quick links: Access Preset Dropdowns, Team Manager, subscription details and account settings.
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