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Track form progress with the Kanban board

Use the Kanban board to see the status of issued forms, who they were sent to, and quickly open or copy links to each form instance.

Audience

This guide is designed for project manager.

Steps​

Step 1: Open the tracker Kanban view​

Navigate to the tracker area of the application where the Kanban board is displayed, showing all form instances grouped by status columns such as Issued, In Progress, Completed, and Expired / Cancelled.

Open the tracker Kanban view

Step 2: Review form instances by status column​

Look down each column to see individual form instances arranged under their current status so you can quickly understand how many are issued, in progress, completed, or no longer active.

Review form instances by status column

Step 3: Check recipient and instance type details​

For each card, review the recipient information and badges showing whether the form was sent as an open link, anonymous form, assigned to an external contact, or to an internal user.

Check recipient and instance type details

Step 4: Open a specific form instance​

Select a form card to trigger the view action, opening the chosen form instance so you can review its content and current response details.

Open a specific form instance

Use the copy link action on a card to copy the direct access link for that form instance, so you can share it with recipients or colleagues as needed.

Copy a shareable link to a form instance

Step 6: Monitor dates and status chips​

Use the date information and coloured status chips on each card to understand when the form was issued or updated and to confirm its precise lifecycle state at a glance.

Monitor dates and status chips

Last updated: 2026-08-31