Archiving templates in Dashpivot helps you keep your workspace sorted by moving unused templates out of your active list while preserving all existing records and analytics. This feature is designed for users who no longer need certain templates but want to retain their data for future reference within the Dashpivot platform.
Prerequisites
Before you begin make sure you have the following:
Plan: Standard
Permission:
Home Folder: Super User, Org Controller
Team Folder: Super User, Org Controller, Project Controller, Team Controller
Skills Required: Dashpivot Template management
Device Type: Computer
Subscription: Dashpivot
Step-by-Step Instructions
Open the template library and select the template you want to archive.
Click Archive to move the selected template out of your active templates.
In the archive confirmation modal, review the full linked-template chain shown as an indented tree view with orange badges. This gives you a complete view of all templates that will be archived before you confirm.
(Optional) Select multiple templates at once to archive them in bulk.
Notes
The archive confirmation modal shows the complete linked-template chain — including grandchildren and all deeper linked templates — as an indented tree view with orange badges. This is a preview only so you can see exactly which templates will be affected before you confirm. The actual archive behaviour is unchanged.
We strongly recommend you do NOT delete templates, as you will lose all information contained within them, and any associated analytics references. This content may not be able to be recovered.