Track and manage project forms
Use the Forms Tracker to monitor all form instances in your project, review their status, and share or open specific forms.
This guide is designed for project manager.
Steps
Step 1: Open the Forms Tracker
Navigate to the Forms Tracker for your project to see all form instances associated with it.
Step 2: Search and filter your forms
Use the search bar and preset filters such as "All Forms", "My Issued Forms", "Assigned to Me", "Overdue", and "Completed This Week" to narrow down the list.
Step 3: Switch between table and Kanban views
Use the layout toggle to switch between a detailed table view and a Kanban board grouped by form status.
Step 4: Sort forms by key details
Click on column headers such as title, status, recipient, created date, or expiry to sort forms in ascending or descending order.
Step 5: Review form status and recipients
Check each row or card for status chips, recipient details, due or expiry information, and other key metadata to understand current progress.
Step 6: Open a specific form instance
Click on a row or card to view the full details of that form instance, including responses and activity where available.
Step 7: Issue a new form from the tracker
Use the issue form option to open the Issue Form dialog and send a new form instance to one or more recipients.
Step 8: Bulk issue forms to multiple recipients
Open the Bulk Issue dialog to create and send multiple form instances at once, for example to a group of team members or contractors.
Step 9: Copy and share a public form link
Use the copy link action to generate and copy a public URL for a form, then share it with external recipients who need to complete it.
Step 10: Refresh the tracker to see latest updates
Click the refresh control to reload the tracker and ensure you are viewing the most up-to-date statuses and deadlines.
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Last updated: 2026-09-01