In this video we cover how the list section works, how lists can make filling out templates faster, and allow you to filter your data in the analytics section.

Dashpivot 'lists' are the new spreadsheets and databases of the industries. They allow you to create and manage lists (eg. people, plant, assets, cost codes, subcontractors, etc) in a single place as the source of truth for that information, and connect them to your form templates. Doing so helps standardise the way data is entered on your forms (using list fields or list cells, as dropdown menus or multiple choice inputs), and allows for faster searching in your forms register and greater detail in your analytics charts.

By using lists, you will:

Here are some of the most common examples where Lists are used:

Employees / Personnel

In this example, we look at managing contact details, license/competency record attachments, and auto-reminders for when licenses expire or are due for renewal.

Plant, Equipment, Vehicles

In this example, we look at managing registration/serial/ID numbers, service due dates with auto-reminders, and service record attachments.

Subcontractors & Suppliers

In this example, we look at managing subcontractors and supplier details, such as contact details, insurance records, and insurance expiry dates (with automatic notifications when insurances expire).

Cost Codes

In this example, we look at how to setup a list of cost codes so that each project folder uses a unique set of cost codes, but at the same time only uses your standardised company form templates. This way all projects will use the same templates, but with different dropdown lists for the cost codes.