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How to bulk create folders on Dashpivot

Nina Yang avatar
Written by Nina Yang
Updated this week

You can bulk create folders in Dashpivot by pasting formatted lists (eg: bullet points, MS Word, Google Docs, HTML, etc). It supports nested lists and will automatically read the hierarchy to create Project or Team folders.

How to Format Your List

Dashpivot reads the structure and indentation of your list, not just the symbols.

Make sure to correctly format your list so the structure of your folders are correct.

Option 1 – Indented Bullets

  • Sample Project A

    • Team Project A1

    • Team Project A2

  • Sample Project A

    • Team Project A1

    • Team Project A2

Option 2 – Numbered Hierarchy

  1. Sample Project A

    1.1 Team Project A1

    1.2 Team Project A2

⚠️ Note: This format will NOT work:

Sample Project A

• Team Project A1

• Team Project A2

The Project folder (Sample Project A) must also be bulleted or numbered, not just the Team folders. Dashpivot reads the structure based on proper list formatting and indentation.

Bulk Creating Folders

  1. Go to the Home Folder in Dashpivot and click the (+) button.

  2. When you see the "Add Project Folder..." and then paste your formatted lists.

  3. Check the preview to confirm the folder structure. In some cases, a page refresh may be needed for new folders to appear.

    Video Demo

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