Org Controllers in Dashpivot can edit the Actions template to tailor it to how their teams tracks and manages tasks. The editor lets you add, remove, rename and reorder fields, edit the names of the action statuses, and configure settings for the Register and Workflow views.
The Actions template editor is available on Dashpivot Web only, but any updates you make will automatically apply to actions viewed and worked on across both web and mobile.
Prerequisites
Before you begin make sure you have the following:
Plan: Pro, Premium, or Platinum (Standard plan cannot edit the Actions template)
Permission: Org Controller
Skills Required: Dashpivot
Device Type: Computer/browser
How to edit your Actions template
Navigate to your Home Folder
Select the Actions tab
Click the Edit Template (pencil) icon in the top right
Required fields
Four fields are set to be required for every Actions template:
Assignee of Action
Action Due Date
Approval Signatures
Approval Signatures
For these fields, you can rename the label and toggle Hide on Action PDF export, but you cannot make them optional, clone them, or delete them.
Editing fields
Adding, editing, cloning, deleting and reordering fields in the Actions template editor works in the same way as the current Template Editor. Drag a field from the field list to add it, hover on it for the available settings, clone or delete it, or drag to reorder.
Action status columns can be renamed only - columns cannot currently be added, removed or reordered.
Click Save at the top right hand side to publish your changes. Changes made will apply to every action in your workspace. This includes standalone actions created in the My Actions view, as well as actions created from inside forms. Every save creates a new template version, so existing templates and historic data are preserved.
Fields available
The following field types can be added, edited and removed in the Actions editor:
Text (single line, multi-line, prefilled)
Date (Regular and TZA)
Multiple Choice List / Dropdown
Photos (all sizes)
Signatures (Default and Manual)
Yes/No (Logic)
Field types not currently supported:
Relationship
Tables
Attachments
Scan Sitemate ID
Sketch
Location
Expiry Dates
Counter
Person
Weather
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Previewing your changes
Open the Preview tab at the top of the editor to see how your Actions template will look. The preview updates as you add, remove, rename or reorder fields, so you can check the layout before saving.
Updates Coming Soon
View Settings
The View Settings tab, where you’ll be able to adjust your Action Thumbnail settings & sort defaults
Approval Signature Logic
You will soon be able to adjust which people can sign-off & reset actions at each step
Additional Fields to become available: Location, Weather, Expiry Dates & Counter
Plan Limits
The Actions template editor is available on Pro, Premium and Platinum plans. The maximum number of fields you can include in your Actions template depends on your plan, and your current usage appears in the editor sidebar.
Standard: Cannot edit the Actions template
Pro: Maximum 10 fields
Premium: Maximum 15 fields
Platinum: Maximum 20 fields
Once the limit is reached, the Fields list is disabled with a tooltip showing the current count (e.g. Total fields: 10/10).