Data Sets: Reusable lists for your templates

Data Sets are reusable tables of reference data that live in your Library - your clients, offices, products, engineers, or anything else you find yourself typing into templates over and over. Build one once, link it to a control, and every template that uses it stays current. Update the list in one place and you're done. What you can do Create a Data Set from scratch, or upload a CSV to get going in seconds Link it to four controls — Dropdown, Multi-Choice, Sub-Tasks and Table. Dropdowns and Multi-Choice pick up changes live, so adding a record makes it selectable even in checklists that are already running Filter with Views — feed one template "Active Clients" and another "Clients in EMEA", all from the same Data Set Use the whole record, not just the selection — when someone picks a client, pull their email, region or account code straight into other controls with Data Set Dynamic Values Start with our built-in lists — Countries, Currencies and Timezones are ready to use, no setup required For developers Data Sets are fully available over the REST API — create Data Sets, add and update records, manage Views, and import or export CSV — so you can keep a list in step with your CRM or system of record automatically. New webhooks fire when a record is created, updated or deleted. 📖 Read the Data Sets documentation