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How to Add a Team Folder on Dashpivot Web

Learn how to set up a team folder for grouping work within a project in Dashpivot Web.

Written by Adriana De Souza

Team folders sit within project folders and are used to group forms, photos, and other project content by team.

Video Walkthrough

Prerequisites

Before you begin make sure you have the following:

  • Permissions: Project Controller or Org Controller

  • Device: Computer or tablet

  • Subscription: Dashpivot

Step-by-Step Instructions

Add a Team Folder to a Project

  1. Open the Home Folder.

  2. Locate the project folder you want to add a team folder to.

  3. Hover over the project folder and select the plus (+) icon next to it.

  4. In the Add Team Folder field, enter the team folder name.

  5. Click outside the field or press Enter to create the team folder.

Notes

  • Team folders can only be added on Dashpivot Web, not the Dashpivot app.

  • Only users with the required permissions can add team folders to a project.

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