Sending data from a Subtask to a Dado field, Google Sheet or other data destination

Contents

• How to set up a Subtask to send data to a Dado field
• How to set up a Subtask to send data to a Google or Excel Online Sheet
• How to set up a Subtask to send data to your HRIS
• Different Subtasks send different kinds of data

You can use any type of Subtask to fill out a Dado data field, or send data to another destination, like your HRIS or a Google Sheet.

This can be used in a number of ways:

• collect additional information to fill out an employee's HRIS profile, during their onboarding Experience
• collect new hire's equipment choices, and share this with your IT team via a dedicated Google Sheet
• provide your Compliance team with a dedicated Google Sheet to track new hires completing mandatory tasks like background checks
• ask new hires for information that you'll later use to personalize their experience, for instance whether they will be working in-office, remotely or hybrid

How to set up a Subtask to send data to a Dado field

Sending data to a Dado field enables you to use it later in that Experience or future Experiences. For instance, during an onboarding Experience, you could ask a Participant for a short bio introducing themselves, then store that in a Dado field so you can later send it on to their Manager.

Here's how to set this up:

1. First, think about which field you will store this data in. If you do not already have a field that you can use for this data, create one first by following the instructions in Add Custom Fields with Extra User Data.
2. Go to the edit mode of your Experience and open the Timeline.
3. Click the Task to open the Task window. In the middle of the window, click the Subtask you'd like to edit. Its Subtask settings open in the left sidebar.

4. In the Subtask settings, under Data Destinations, click Add Destination.

   

5. In the Save in dropdown, select Dado.
6. In the Dado Data Field dropdown, either:

   • Select from any existing field (start typing the first few letters to filter down the list of what's shown in the dropdown)

     

     
     
   • If you can't find a suitable existing field, click Create new field to open up a new window where you can create a new custom field
7. Click Save to save the Data Destination you've just set up.
8. Now save the Task by clicking the Save button in the top right of the Task window.
9. Close the Task window and save the Experience using the Save changes link on the bottom right.

How to change which Dado field a Subtask sends data to, or which data is sent

To change or remove a Data Destination:

1. Go to the edit mode of your Experience and open the Timeline.
2. Click the Task to open the Task window. In the middle of the window, click the Subtask you'd like to edit. Its Subtask settings open in the left sidebar.
3. In the Subtask settings, under Data Destinations, click on the field you want to change or remove
4. To change the field this Subtask sends data to, or change the data sent, simply change the relevant field, and then click Save in the left hand column
5. To remove the Data Destination, click remove
6. Now save the Task by clicking the Save button in the top right of the Task window.
7. Close the Task window and save the Experience using the Save changes link on the bottom right.

How to set up a Subtask to send data to a Google or Excel Online Sheet

You can set Subtasks to send data to a Google/Excel Online Sheet capturing all data for that Experience; or separate, dedicated Sheets for particular colleagues/departments. For instance, you could create a Sheet that provides your IT team with the information they need to order hardware for new hires and ship it to the right address.

Here's how to set this up:

1. Before setting this up, you will need to have integrated Dado with your Google or Microsoft Workspace.
   • For guidance on how to do this, see our articles on Google Workspace Integration or Microsoft Integration.
2. Go to the edit mode of your Experience and open the Timeline.
3. Click the Task to open the Task window. In the middle of the window, click the Subtask you'd like to edit. Its Subtask settings open in the left sidebar.
4. In the Subtask settings, under Data Destinations, click Add Destination.
5. In the first dropdown, select either Google Sheet or Microsoft Excel.
6. In the second dropdown, either select a Google/Excel Sheet that already exists in this Experience, or Use a new sheet.
   • If you select Use a new sheet, a new window will appear. In this window you can select which existing Dado fields you would like to appear in this new spreadsheet (alongside the data from this Subtask).
7. In the last field, give a name to the column in which this Subtask data will appear.
8. Click Save to save the Data Destination you've just set up.
9. Now save the Task by clicking the Save button in the top right of the Task window.
10. Close the Task window and save the Experience using the Save changes link on the bottom right.

How to set up a Subtask to send data to your HRIS

Here's how to set this up:

1. Before setting this up, you will need to have integrated Dado with your HRIS.
2. Go to the edit mode of your Experience and open the Timeline.
3. Click the Task to open the Task window. In the middle of the window, click the Subtask you'd like to edit. Its Subtask settings open in the left sidebar.

4. In the Subtask settings, under Data Destinations, click Add Destination.

   

5. In the first dropdown, select the name of your HRIS.

   

6. In the second dropdown, select the field you'd like to send this data to.
7. Click Save to save the Data Destination you've just set up.
8. Now save the Task by clicking the Save button in the top right of the Task window.
9. Close the Task window and save the Experience using the Save changes link on the bottom right.

Different Subtasks send different kinds of data

Data Destination functionality is not currently available for the following Subtask types:

• Sign Document
• Complete LMS Module
• Data Field Change