Action thumbnails and sort settings in Dashpivot Web, lets you control how actions are displayed and ordered across your workspace. These settings help make it easier to identify the correct action, improve navigation, and ensure the tasks are shown in a logical order based on your organisation's needs.
Prerequisites
Before you begin make sure you have the following:
Plan: Active Dashpivot Web plan (Pro, Premium, or Platinum - Actions template editing is not available on Standard)
Permission: Org Controller
Skills Required: Dashpivot
Device Type: Computer
Subscription: Dashpivot
Step-by-Step Instructions
Open the Actions tab from your Home Folder.
Click the Edit Template button.
Select Settings within the editor.
Adjust the action thumbnail settings to control how the action preview appears.
Adjust the action sort settings to control the order in which they appear.
Save the template to apply the changes.
Action thumbnail settings
Action thumbnail settings control the information shown on the thumbnail when viewing actions in the workflow view, My Actions tab, when there are actions created within forms, as well as in notification emails. You can display up to 5 pieces of information on the thumbnails.
The information can be one of the following field types:
Text field (single line only)
Date field (including non‑timezone‑aware date fields)
List field (Multiple Choice / Dropdown)
Person field
These settings apply to everyone who can access the Actions template and also update on the mobile app.
Action sorting settings
Action sorting settings control the order in which actions are shown. By default, actions are ordered by Action Due Date. Actions that don't have a Due Date entered are ordered by their Creation Date.
You can change this to sort actions by a different date field or a single line text field included in the Actions template, including non‑timezone‑aware date fields.