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What is a project folder?
Steph Rooney avatar
Written by Steph Rooney
Updated over a week ago

A project folder is essentially a main folder within your Dashpivot workspace, that contains 4 sections: Activity, Users, Settings, Lists.

You are able to set up as many project folders as you need. Each project folder can also have multiple team folders underneath it, helping to group all the relevant information together.

Note: The project folder isn't restricted to only holding project/job related data! You have complete control on how you set it up. E.g a project folder could be per Client - then the subsequent team folders underneath could be relating to each job/project.

Details about each section within a project folder:

  • Activity: This will track any changes made across all of the nested team folders.

  • Users: When setting up users at a project folder level, it allows users greater control across the team folders that sit beneath it.

  • Settings: Enables you to create project photo tags and project alignments.

  • Lists: If set up at the project folder level, the lists will only be accessible by users with Project Member permissions and above. These lists can also be referenced across templates created in any of the nested team folders.

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