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How to Move a Folder on Dashpivot Web

Learn how to set up your folder layout by moving project or team folders in Dashpivot Web.

Written by Adriana De Souza

Once a folder is created in Dashpivot, it cannot be moved within your workspace. If you need the folder in a different location, you must create a new version of the folder and archive the original.

Video Walkthrough

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

Important: Folder Movement Limitation

  • Once a folder is created in Dashpivot, it cannot be moved, dragged, or reordered within the workspace.

Workaround: Create the Folder in a New Location

  1. Identify where the folder needs to sit in the folder structure.

  2. Create a new folder in the correct location.

    • Then create a new team folder under the correct project folder.

  3. Re-add the required templates, users, and lists to the new folder.

  4. Archive the original folder.

Notes

  • You can move both project folders and team folders.

  • Folder movement is only available on Dashpivot Web, not the Dashpivot app.

  • Only users with the required permissions can move folders.

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