Templates in Dashpivot let you make work consistent across your company. Once created, templates can be used to generate consistent, repeatable forms for your team.
Prerequisites
Before you begin make sure you have the following:
Plan: All Plan Types
Permission:
Home Folder (Template Library) – Org Controller (or higher);
Team Folder – Project Controller (or higher)
Skills Required: Dashpivot
Device Type: computer
Subscription: Dashpivot
Step-by-Step Instructions
Create a template in the Home folder (organisation-wide)
Use this option if the template should be available across your organisation.
Go to the Home Folder.
Select the Template Library tab.
Click Add Template in the top right-hand side.
Select Build your own to create a template from scratch, or Use a free public template to use an existing template from the Template Library.
If you selected Build your own, click Browse free templates in the Template Editor to preview templates or overwrite your blank template if required.
Choose between Timeline and Workflow for your template format.
Timeline templates are best for recording ongoing, time-based logs without a status
Workflow templates are designed to manage tasks or processes that move through defined stages.
Comparison between Timeline and Workflow templates:
Template Format | Timeline | Workflow |
Approval Process | Not applicable | Required - forms progress through workflow columns using Approval Signatures |
Notifications | Not applicable | Can be set in workflow columns, at each stage |
Editing functions | At any point, by any Dashpivot Contributor that has access to the relevant folder | Each Approval Signature locks the above section of the form, preventing edits to be made without removing signature |
Create a Template in a Team Folder
Go to the relevant Team Folder.
Select the All Templates tab.
Click Add Template in the top right-hand side.
Select Build your own, Use a free public template, or Select from Your Org Template Library.
Choose between Timeline and Workflow for your template format.
Note: Team members are not able to add templates, only Team Controllers and above permissions
To learn more about setting up templates, see our article and videos here: click here