You can collect data in the steps of your workflows.

The data can be set up as either required or optional data.

The data formats currently available are:

  • text input
  • long text input - paragraphs
  • dates
  • choose from a list
  • upload image
  • upload file
  • add signature or initials

If you require the data, users of the workflow will not be able to complete the step until they enter the data. This data is then available via Zapier based triggers for updating other systems as well as being part of the checklist export.

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