Custom template tabs in Dashpivot allow you to group and sort templates by business function, such as safety, quality, or commercial. This is particularly useful when managing a large number of templates, making it easier to locate and manage forms across your workspace. Template tabs are configured at the Organisation level within the Template Library and apply across all folders.
Video Walkthrough
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
Go to the Home Folder (Template Library).
In the TABS section, click the + icon.
Select one or more templates, click Add Tab, and choose the relevant tab to allocate them.
Enter a name and select a shade for the new tab.
Repeat to create additional tabs as required.
To manage tabs, drag to reorder.
To rename a tab, click the three dots beside the tab, click Edit Tab, update the name and shade on the left side of the name, or click the red trash can icon to delete.
To assign a tab during template creation, click Add Template, choose your template option, and select a tab during setup.
To remove a template from a tab, open the relevant tab, select the template, and click Remove from tab.