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Review and manage your project forms

Use the forms dashboard to triage, open, and manage form instances for your project, including overdue, due today, and awaiting action items.

Audience

This guide is designed for project manager.

Steps​

Step 1: Open the forms dashboard​

Navigate to the Forms dashboard for your selected project to see a list of all relevant form instances and their current status.

Open the forms dashboard

Step 2: Filter forms by priority​

Use the triage filters (Overdue, Due today, Awaiting you, All) to focus on the forms that most urgently need your attention.

Filter forms by priority

Step 3: Review form status and due information​

Check each form card for status badges, when it was last updated, and when it is due or overdue, so you can decide what to work on next.

Review form status and due information

Step 4: Open a form to review or update​

Click anywhere on a form card body to open that form instance and review details, complete required sections, or update information.

Open a form to review or update

Step 5: Issue or reissue a form​

Use the issue or reissue controls on a form card to send a new form or resend an existing one when further input or corrections are needed.

Issue or reissue a form

Step 6: Restore or dismiss forms from the list​

Use the dismiss and restore options to hide completed or irrelevant forms and bring back any that you need to track again.

Restore or dismiss forms from the list

Last updated: 2026-06-15