Skip to main content

How to create a Project folder on Dashpivot Web

Learn how to create a Project folder in your Dashpivot workspace

Sam avatar
Written by Sam
Updated this week

Adding a Project folder (main folder) is done via the side panel in your Dashpivot workspace.

Steps:

1. In the side panel on the left, hover on the 'Folders' heading and click on the '+' button

  • Note: it will only appear when hovering

2. This will add a new folder at the bottom

3. In the 'Add Project Folder...' field, type the name of your Project folder

4. Click out or press Enter

  • Note: You can create at least one team folder at the same time (and give it a name)

5. To add a Team folder, find your new Project folder in the list of folders (they will be organised in alphabetical order). Click the '+' button

6. Name your folder using the 'Add Team Folder' field

Notes:

  • Folders can only be created on Dashpivot web, not from the mobile app

  • Only users with Organisation Controller permissions can create project folders

  • Only users with Project Controller or Organisation Controller permissions can create Team folders

  • You can archive folders once a project/job is complete.

Did this answer your question?