Project folders are used to manage teams, forms, and data in Dashpivot Web.
Prerequisites
Before you begin make sure you have the following:
Permissions: Org Controller or Project Controller
Device: Computer or tablet
Subscription: Dashpivot
Step-by-Step Instructions
Sign in to Dashpivot Web.
In the side panel on the left, hover over Folders and select the + button.
Note: The + button only appears when you hover over Folders.
A new folder is added at the bottom of the folder list.
In the Add Project Folder... field, enter the name of your project folder.
Click outside the field or press Enter. Note: You can create at least one team folder at the same time (and give it a name).
Note: Folders can only be created on Dashpivot Web, not in the Dashpivot app.
Add a Team Folder to the New Project Folder (Optional)
Find your new project folder in the folder list.
Project folders are shown in alphabetical order.
Select the + button next to the project folder.
In the Add Team Folder... field, enter the team folder name.