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How to collect data with your checklists

You can collect data in the steps of your workflows.

The data in your checklists is available to be used for conditional logic rules as well as integrations with other systems, such as Zapier and will be included in the exports of your checklist runs if you want to report on it in your reporting systems.

The data formats are:

  • text input
  • long text input – paragraphs
  • numbers
  • email
  • website URL
  • dates
  • choose from a list
  • upload image
  • upload file
  • signature or initials

If you make the date option required, users of the workflow will not be able to complete the step until they enter the data.

Updated on November 21, 2021

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