What are Actions?
Actions make it easy to assign, track, and complete tasks directly in Dashpivot — keeping your team moving without the need for texts, emails, spreadsheets, or separate tools.
With Actions, you can:
Assign tasks within your workspace or directly from forms
Track everything assigned to you in your My Actions personal view
Always see where a task came from with the Source field
Create and manage tasks on site with the Dashpivot Mobile App
Export task data to Excel, Power BI, or Power Platform via Flowsite
Set up email reminder notifications on Expiry Date fields in your Actions template — so assignees and other recipients are automatically notified before, on, or after a deadline (Pro, Premium and Platinum)
Here's how Actions show up across Dashpivot:
New Actions field
The Actions field is now available to be added to your templates within the Dashpivot template builder. This allows you to create tasks directly from any processes.
👉 Learn more: How to add an Actions field in your Dashpivot templates
Actions in forms and conditional logic
Assign tasks while filling out forms such as inspections, audits, or daily reports. Actions can also be embedded within conditional logic. You can capture issues in real time and create a follow-up task.
💡 Example use case: During a safety inspection, you can quickly assign a task to the relevant personnel when a failed checklist item (e.g. missing PPE) is selected.
👉 Learn more: How to use the Actions field in your Dashpivot forms
My Actions personal view
The My Actions personal view gives you a central place to see everything assigned to you or by you. It helps you quickly track what’s due and keep your tasks moving. Actions can also be created directly from the My Actions personal view, giving you flexibility in managing various tasks.
💡 Example use case: A site manager can create an Action from anywhere in Dashpivot to remind themself of an upcoming induction meeting
👉 Learn more: How to use Actions in Dashpivot
Actions Source
Every Action shows which form it was created from, so you always have context and can trace tasks back to their origin.
Actions on the Dashpivot Mobile App
Everything you can do on the website, you can also do on the Dashpivot mobile app — so you can create and manage tasks on site without losing context.
👉 Learn more: How to Create and Assign Actions on Dashpivot Mobile App
Integration with Excel, Power BI, and Power Platform
Using Flowsite, you can automatically export Actions into Excel, Power BI, or Power Platform. This makes it easy to feed task data into your tracking sheets, dashboards, and apps for project-wide reporting.
👉 Learn more:
Reporting on Actions data
To report on Actions data, you can:
Export a CSV from the Actions Register (available on all plans)
Connect to Excel, Power BI, or Power Platform via Flowsite (requires a Flowsite subscription)
📓 Note: Analytics Dashboards in Dashpivot report on form data only. Because Actions is a separate module and not a form template, it cannot be used as a data source for Analytics Dashboards. If you need to track metrics like actions raised vs. closed, open/overdue actions, age, or priority, use one of the options above.
Expiry Date Reminders
Org Controllers can configure email reminders on Expiry Date fields in the Actions template. Reminders fire automatically for every action from the template and stop when an action is completed, archived, or the expiry date is cleared.
If you're on a Pro, Premium, or Platinum plan, you'll also see a discovery banner at the top of the Actions register (My Actions view) that takes you directly to the setup guide.