Your data collection
How to get started with your (first) data collection?
Every project begins with a data collection. There are three different ways to build your collection. In this article you will learn about each method.
Use a template (existing or new)
Admins can either create their own template or choose an existing one. Use templates to standardize your workflow, saving time and eliminating repetitive work.
1. Choose template
If you want to use a template saved to your Organization's template library, click on Choose template. A list of the templates will pop-up. Choose the template of your preference.
2. Import template
To create a template use the following steps.
Click on Import template.
Download the Excel file and paste your content to our template accordingly.
Save and close the template.
Drag & drop the template to the upload pop-up window. The import template workflow will show if any problem arises. Once all problems have been taken care of, a first preview is displayed and the template is ready for import.
To save the template as an organization template, tick Save as organization template box and give the template a name and optionally add a description.
For a more extended explanation, take a look here
Upload folder structure
If you already have a folder structure offline, you can select the Upload folder structure button to upload all the folders at once. You can also drop your files and folders here.
Note: To experience a smooth upload make sure you perform the upload from your local disk. Visit Upload folder /file to learn more about performing this action.
Create list manually
You can create a collection from scratch by adding items manually. In this option, you simply need to create the first folder and from this point on, you can create additional folders, subfolders and placeholders. Visit Actions on folders and files to learn more about this.
Be aware: Only Admins are able to create new data collections. Also, this will become a Workspaces Plus feature. Try it out for free!