The Actions Register in Dashpivot Web allows you to filter actions (tasks) by their source and export them to PDF for reporting and record keeping. With Source Column Filtering, you can narrow down actions by Project, Team, or Template.
The PDF export feature enables you to download filtered actions in multiple formats, including register summaries and full action details. This feature is designed for Org Members and Org Controllers who need structured reporting across their workspace.
Prerequisites
Before you begin make sure you have the following:
Plan: Standard, Pro, Premium, Platinum
Permission: Org Member or Org Controller
Skills Required: Dashpivot
Device Type: computer
Subscription: Dashpivot
Step-by-Step Instructions
Open the Home Folder.
Select Actions to open the Actions Register View.
Use the Project (Source) column to filter by Project name.
Use the Team (Source) column to filter by Team name.
Use the Template (Source) column to filter by Template.
Select the required actions using the checkboxes, or select all.
Select Download PDF.
Choose one of the available export options:
Register only
Register and actions
Actions only
Actions only with original photo files
