Sending data from a Sub-task to a Dado field, Google Sheet or other data destination

Contents

• How to set up a Sub-task to send data to a Dado field
• How to set up a Sub-task to send data to a Google Sheet
• How to set up a Sub-task to send data to your HRIS
• Different Sub-tasks send different kinds of data

You can use any type of Sub-task 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, will they be working in-office, remotely or hybrid

How to set up a Sub-task 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.

1. Go to the edit mode of your Experience and open the Timeline.
2. Click on the Task and, in the central section, click on the Sub-task you'd like to edit.
3. In the right-hand section, under the heading "Data Destinations" click "Add Destination".
   
4. In the first dropdown, select "Dado".
5. In the second dropdown, select from any existing Dado field.
   1. If you'd like to add a new field to hold this data, please first create the field following the instructions in this article. You can then come back and complete these instructions to send data to this new field.

   

6. Click "Save" to save the Data Destination you've just set up.
7. Now save the Task by clicking the "Save" button in the top right of this window.
8. Close the Task window and save the experience using the "Save changes" link on the bottom right.

Be careful of re-using the same Dado field
It's possible to set multiple Sub-tasks to send data to the same Dado field. It's also possible to import data to a field using an Import Source, and simultaneously have a Sub-task sending data to the same field. This can lead to situations where different Sub-tasks and Import Sources overwrite data already entered into a Dado field.
Consequently, we recommend creating new customer fields wherever that's possible.

How to set up a Sub-task to send data to a Google Sheet

You can set Sub-tasks to send data to a central Google Sheet capturing all data for that Experience; or separate, dedicated Google Sheets for particular colleagues/departments. For instance, you could create a Google 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 Workspace. For guidance on how to do this, see this article: Google Workplace Integration
2. Go to the edit mode of your Experience and open the Timeline.
3. Click on the Task and, in the central section, click on the Sub-task you'd like to edit.
4. In the right-hand section, under the heading "Data Destinations" click "Add Destination".
5. In the first dropdown, select "Google Sheet".
6. In the second dropdown, either select an existing Google Sheet or "Use a new sheet"
   1. 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 Sub-task.
7. In the last field, give a name to the column in which this Sub-task 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 this window.
10. Close the Task window and save the experience using the "Save changes" link on the bottom right.

How to set up a Sub-task 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 on the Task and, in the central section, click on the Sub-task you'd like to edit.
4. In the right-hand section, under the heading "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 this window.
9. Close the Task window and save the experience using the "Save changes" link on the bottom right.

Different Sub-tasks send different kinds of data