Dashpivot is a flexible project management software used to help organisations streamline their information management processes to deliver on time and on budget.

Teams can capture information and fill out forms quickly in the field using the Dashpivot app or website, and keep track of their work from anywhere. The software is cloud-based, can generate registers and charts, and setup automatic notifications to deliver information to the right people in realtime.

Designed for companies that operate in the heavy industries, Dashpivot enables companies to go paperless their way - making their companies smarter and more productive on site, every day.
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This video walkthrough shows you how to navigate and use the key areas of Dashpivot. For more information, you can check out our other articles in our 'Dashpivot Fundamentals' series here: Click here

Watch our video below guide to setting up Dashpivot below, covering 6 key items to setup in Dashpivot, all in under 30mins:

An important first step is to upload your company logo and set your company colour so that every PDF downloaded from Dashpivot looks professional.

Open the sidebar, then go to Home Folder > Settings

At its foundation, Dashpivot has been designed for companies that work on projects, and most of the time, those projects delivered by people working in teams. Dashpivot enables your company to organise information into 'project' and 'team' folders, which each have their own sections for photos, templates and analytics.

Open the sidebar and click 'Add project' to create a project folder, with at least one team folder within it.

Dashpivot's form templates allow you to replace your paper, PDF, word doc and excel/spreadsheet files. In order for your team to start filling out your forms (eg. diaries, reports, checklists, permits, prestarts, ITPs, method statements, etc), you'll need to first set these up as form templates.

Lists function like databases which help standardise the options you can select in dropdown menus (list fields) you setup in your templates. They have a one-to-many capability, which means you can setup a list once, and use it in multiple list fields in multiple templates.

This also means data is easier to maintain. For example if you have a list of people, when you add a new person into the list, every dropdown menu in every template in every folder will get updated instantly to include that person as a dropdown option.
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If you take lots of photos, you'll want to setup photo tags so you can categorise your photos, to make them easier to search/filter and find later. This can be done via the Photos section.

Once the above steps are completed, you're ready to add your colleagues so they can start using the Dashpivot to fill out or access information via the Dashpivot app and website.

You can invite others into the system via the Users section, where you have the option to pick the level of permissions you want to give someone when you invite them.

Once you've setup your form templates and your teams start filling out forms, the analytics section can help you track whats happening in realtime, either per project or across the whole company. You can use it to track KPIs, labour hours, production quantities, and workflow form statuses.

Feel free to check out our other help articles and video tutorials. You can contact us via the blue livechat button in the bottom right of the screen if you have specific questions.