The Responses tab provides a centralized view of all answers submitted through project subtasks. It allows internal teams to review information collected throughout the onboarding process without needing to open each task individually.

This view is especially helpful when projects collect structured information from customers or internal teams through subtasks.

Responses are typically collected through subtask types such as:

• Text inputs

• Dropdown selections

• Yes/No questions

• File uploads

• Tables or lists

• Signatures

• Rich text responses

The Responses tab brings all of that information together in one place.

Accessing the Responses Tab

To view collected responses:

1. Open a Project

2. Select the Responses tab at the top of the project

You will see a structured view of responses organized by module and task.

Understanding the Responses Layout

Responses are displayed in a structured format that mirrors the project’s task organization.

Information is grouped in the following hierarchy:

Module → Task → Subtask Question → Response

This allows you to easily follow the context of each answer.

Each module header also displays a purple circular indicator to the left of the module name. This circle represents the completion percentage of that module, giving you a quick visual indication of how much of that module’s work has been completed.

Within each module you will see:

• The tasks that contain responses

• The subtask questions or prompts

• The responses submitted

For each response you can typically see:

• The subtask or question name

• The submitted answer

• Who completed the response

• When it was completed

If a subtask includes a file upload, the uploaded file will also appear within the response view. These files can be opened directly from this page, allowing you to quickly review submitted documents without needing to navigate back to the original task.

Each task row also includes an eye icon, which allows you to jump directly to that task if you need to review or update the response in more detail.

This structure makes it easy to review all collected onboarding information in one place.

Viewing Responses for a Task

Within each module section, tasks that contain responses will appear along with their associated questions.

Each subtask shows:

• The question or input label

• The response value

• A small eye icon that allows you to jump directly to the task

Selecting the eye icon opens the task so you can review or update the information if needed.

Exporting Responses

At the top of the page, you will see the Export Responses button.

This allows teams to export all collected responses from the project.

Exports are often used for:

• Internal documentation

• Implementation handoffs

• Data review

• Sharing onboarding information with other teams

Why the Responses Tab Is Useful

The Responses tab allows teams to review project information quickly without navigating through each individual task.

Teams commonly use this view to:

• Review onboarding data submitted by customers

• Validate collected information before implementation

• Reference customer details during project work

• Export onboarding information for internal documentation

For projects that collect a large amount of structured information, the Responses tab becomes one of the most efficient ways to review that data.

Best Practices

✔ Use clear and descriptive subtask labels so responses are easy to understand in this view
✔ Review responses regularly during onboarding to ensure required information has been submitted
✔ Export responses when sharing onboarding details with internal teams