Over time as you setup more templates in Dashpivot, you'll want to consider setting up template tabs to categorise and colour-code your templates. This will make it easier for your team to find the right templates day-to-day.

Watch the video to see how they work and learn how to set them up:

This allows you to group your Templates into functional applications - for example, all of your Safety Templates.

This allows you to group your Templates based on what processes you need for different clients.

Note: Template tabs are managed via your company Template Library