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Manage project forms

Use the Forms area to issue structured forms, track progress, review responses and manage form templates for your project.

Audience

This guide is designed for project manager.

Steps​

Step 1: Open the Forms area for your project​

From your project, open the Forms section to access dashboards, trackers, responses and template management for all project forms.

Open the Forms area for your project

Step 2: Review the Forms dashboard​

On the Dashboard tab, view a high-level overview of current forms activity to understand recent issues, responses and outstanding work.

Review the Forms dashboard

Step 3: Browse templates and issue a new form​

Go to the Browse & Issue tab to search available form templates, review their details and issue a new form to the relevant team or assignee.

Browse templates and issue a new form

Step 4: Track in-progress and issued forms​

Use the Tracker tab to see all issued forms, monitor their status, and open individual form instances for more detail or follow-up.

Track in-progress and issued forms

Step 5: Review submitted form responses​

Open the Responses tab to view submitted forms, check response details and follow up on any missing or incomplete information.

Review submitted form responses

Step 6: Administer form templates​

In the Template Admin tab, manage form templates, adjust versions and control which templates are available for the project.

Administer form templates

Last updated: 2026-09-01