When you sign up for a Dashpivot self-serve trial, you start in the Lite Workspace — a simplified version of Dashpivot designed to help you get productive quickly.
Instead of starting with an empty workspace, the Lite Workspace includes a ready-to-use folder with starter content already set up. This lets you explore Dashpivot’s core features from the moment you log in.
The Lite Workspace is intentionally simplified
Dashpivot’s full workspace is designed for teams managing work across multiple projects, folders, and sites. To make onboarding easier, the Lite Workspace hides more advanced features and focuses on the tools most users need to get started.
The Lite Workspace is a guided starting point — not a separate product.
What’s included in the Lite Workspace
One starter folder — pre-named and ready to use
Quick Start home page — shortcuts to key Dashpivot features
AI Templates — generate forms and checklists from a plain-language prompt
AI Form Fill — auto-populate forms from photos, documents, or voice input
Core modules — forms, activity feed, and photos
What’s not available yet
Some features from the full Dashpivot workspace are not shown in Lite Workspace mode, including:
Multiple folders or projects
Cross-folder and cross-team navigation
Cross-project reporting and analytics
Advanced form builder controls
Full actions and photo selection modules
These features become available when you switch to the full workspace.
Your existing Lite Workspace data stays unchanged.
Note: If something looks different from a Dashpivot guide or video, it may be showing the full workspace experience. Features like the folder sidebar or project-level analytics only appear after switching.
What is the Quick Start home page?
The Lite Workspace opens on a Quick Start home page instead of the standard Dashpivot home page. Quick Start is designed to help you explore Dashpivot's highest-value features faster.
From Quick Start, you can:
Create templates using AI Templates
Fill forms automatically with AI Form Fill
Invite your team to collaborate
Create Actions and Lists
Recent Templates
The Recent Templates section on the Quick Start home page surfaces templates you have recently worked on, so you can quickly pick up where you left off.
There are two distinct interactions in this section:
Click the template name — opens the template in a sidebar so you can preview or review its contents without leaving the Quick Start home page.
Click Edit — opens the template editor so you can make changes to the template.
These are separate actions with different outcomes. Click the template name to browse the template first, then click Edit when you are ready to make changes.
Note: The Quick Start page remains available after switching to the full workspace, though some actions shown in Lite mode — such as adding a form — will no longer appear, as those require working within a Team.