Template tabs in Dashpivot Web help you organise templates within your Template Library for easier access and management. Tabs allow you to group related templates by category, workflow, or team, improving visibility and structure as your library grows. This article explains how to create, manage, and delete template tabs in the Home Folder.
Prerequisites
Before you begin make sure you have the following:
Plan: Any Dashpivot Web plan
Permission: Org Controller
Skills Required: Dashpivot
Device Type: computer
Subscription: Dashpivot Web
Step-by-Step Instructions
Adding a new Tab
Log in to Dashpivot Web and open your Home Folder.
In the Home Folder, locate the Template Library and open the Tabs section.
To create a new tab, click the + button, select Add Tab, enter a unique tab name, and press Enter.
To change a tab colour/color, select the selector next to the tab name.
To assign templates to a tab, select one or more templates, click Add to tab, and choose the required tab.
Edit a Template Tab
To edit a tab, click the three dots next to the tab name and select Edit Tab.
Rename the tab and/or change its colour, then press Enter.
Deleting a Template Tab
To delete a single tab, click the three dots next to the tab name, select Delete Tab, and confirm the deletion in the pop-up window.
To delete multiple tabs, click the three dots in the Tabs section, select Bulk select Tabs, choose the tabs to remove, click the Delete button that appears, and confirm the deletion.
Bulk remove Template Tabs
To remove all tabs, click the three dots in the Tabs section, select Bulk select Tabs, select the Select All checkbox, click the Delete button that appears, and confirm the deletion.
Rearranging Template Tabs
To reorder tabs, drag and drop the tabs within the Tabs section to change their order.
Notes
Deleting a tab removes only the tab and does not delete the assigned templates.
A template can be assigned to multiple tabs.
When bulk deleting tabs, a confirmation pop-up will appear before deletion is completed.