Phase Data Collection

Capture the right information at the right stage of your workflow

Custom Forms Validation Rules Field Permissions Real-time Updates

What Phase Data Collection Does

Create smart forms that adapt to each stage of your workflow. Collect exactly the information you need when you need it, ensuring nothing important gets missed while avoiding unnecessary data entry.

Think of it like a GPS for data collection - just as a GPS guides you turn-by-turn to your destination, phase-specific forms guide your team through collecting the right information at each step of your business process.

Different forms for different workflow phases

Mandatory field validation

Role-based field visibility

Automated data progression

Smart Phase Forms

Context-Aware Data Collection

How Phase-Specific Collection Works

Initial Phase

Basic contact info, lead source, and initial requirements

Qualification

Budget, timeline, decision makers, and detailed needs assessment

Proposal

Detailed pricing, contract terms, and proposal delivery tracking

Closure

Contract details, payment terms, and project handoff information

Department-Specific Data Collection

Sales Pipeline Data

Lead Phase:

Contact information
Lead source
Initial interest

Qualified Phase:

Budget range
Decision timeline
Pain points

Support Ticket Data

New Ticket:

Issue description
Priority level
Customer details

Resolution:

Solution details
Time to resolve
Customer feedback

HR Recruitment Data

Application:

Resume/CV
Basic qualifications
Availability

Interview:

Interview feedback
Technical assessment
Reference checks

Project Development Data

Planning:

Requirements spec
Resource estimates
Timeline planning

Development:

Code commits
Test results
Progress updates

Smart Validation & Quality Control

Mandatory Fields

Ensure critical information is always collected before cards can move to the next phase. No more incomplete records.

Format Validation

Automatically validate email addresses, phone numbers, dates, and other formatted data to maintain data quality.

Conditional Logic

Show or hide fields based on previous answers. Create smart forms that adapt to different scenarios automatically.

Permission Controls

Control who can see and edit specific fields. Protect sensitive information while maintaining transparency.

Key Benefits

Complete Data Capture

Never miss important information again. Phase-specific forms ensure you collect everything needed at the right time in your process.

Faster Processing

Reduce back-and-forth by collecting all necessary information upfront. Teams can process work items faster and more efficiently.

Better Data Quality

Built-in validation and formatting ensure consistent, accurate data entry across all team members and processes.

Better Reporting

Consistent data structure across all workflow phases enables powerful analytics and reporting capabilities.

Available Field Types

Text Fields

Single line, multi-line, rich text

Dropdown Lists

Single choice, multiple choice

Date & Time

Date picker, time picker, datetime

File Upload

Documents, images, any file type

Numbers

Integer, decimal, currency

Boolean

Checkbox, yes/no, true/false

Related Features

Drag-Drop Designer

Visual form builder for creating phase forms

Card Management

Create and organize cards with collected data

Field Validation

Business rules and validation for data quality