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Manage your form tasks from one dashboard

See every form task on your project in one place, sort out what needs doing first, and issue, reissue, or bring back forms as needed.

Audience

This guide is designed for project manager.

Steps​

Step 1: Open the Forms Dashboard​

Go to the Forms Dashboard for your project to see an overview of every form and its current status.

Open the Forms Dashboard

Step 2: Filter by what's urgent or assigned to you​

Use the filters — overdue, due today, awaiting you, or all — to focus on the forms that need your attention most.

Filter by what's urgent or assigned to you

Step 3: Check each form's status​

Scan the cards to see each form's title, status, due date, and how recently it was updated.

Check each form's status

Step 4: Open a form from the dashboard​

Select a form card to open its full details and review or update it.

Open a form from the dashboard

Step 5: Send a new form from the dashboard​

Use the issue form option to start a new form for the project and send it to the right person or team.

Send a new form from the dashboard

Step 6: Dismiss forms you don't need to track anymore​

Select dismiss on a form card to take it off your active list. Its history stays available elsewhere if you need it later.

Dismiss forms you don't need to track anymore

Step 7: Bring back a form you'd dismissed​

Use the restore option (in the top right hand corner) on a recently archived form to bring it back onto your active dashboard.

Bring back a form you'd dismissed

Last updated: 2026-07-04T00:00:00.000Z