From your Dashboard, you can manage your forms, track your activity, collaborate with your team, and stay on top of tasks—all in one place!
Discover Section
Located right at the top of your Dashboard, the Discover section helps you jump straight into action with quick access tiles:
Start designing a form – Begin building from scratch or use a template.
Manage your users – Invite team members and manage user access.
View your profile – Update your name, email, avatar, and theme.
Manage subscription – Update your billing plan or organisation details.
These shortcuts are ideal for onboarding new users or streamlining your day-to-day tasks.
To-Do Widget
The To-Do widget keeps you aware of your time-sensitive form records. It displays:
Today – Forms due today
This Week – Forms due this week
Overdue – Forms past their deadline
Click the numbers to access your due forms. For upcoming forms not listed here, check the Calendar widget.
Calendar Widget
The Calendar widget gives you a monthly overview of form deadlines and due dates. It’s a visual way to stay on top of your responsibilities and see what’s coming up at a glance.
What the colours mean:
🔴 Red – Overdue forms
🟡 Yellow – Forms due soon
🔵 Blue – Upcoming forms
Click on any marked date to view and action the forms due on that day. You can also hover over dates with multiple entries to see a count of tasks.
Use this tool to manage your time effectively and avoid surprises.
Pinned Forms
Pinned Forms are your organisation’s priority forms—easily accessible and ready to use. You can:
Click the + button to start a new form record
If a form is pinned here, you’ve been granted access to complete and submit it. Consider it your go-to form toolbox.
My Recent Records
This widget lists the forms you’ve recently worked on—especially handy if you didn’t finish or want to review your last activity. You’ll see:
The form title
The last accessed date
Its completion status (e.g. Incomplete)
Click any entry to resume editing or check your progress.
Action Items
The Action Items widget tracks tasks or checks requiring your attention. It includes:
Item details (e.g. “CPR Renewal”)
The person it’s for
How long it's been outstanding
The form or process it relates to
Use the dropdown menu to filter by:
My Action Items
Assigned To Me
Overdue
Completed
Incomplete
Click any item to open and address it straight away.
Emails Sent
Stay in the loop with the Emails Sent widget. It displays a log of outgoing emails associated with form submissions or shared items.
Profile & Account Settings
Access your personal and organisation settings by clicking your avatar in the top-right corner. From there, you can:
Update your profile – Name, email, avatar, theme colour
View account settings – Org name, logo, billing contact, and merchant setup
Manage subscriptions – Choose a plan, assign admin licences, and monitor storage
Generate access tokens – For secure integrations and external connections
Organisation Switching & Form Sharing
If you’re part of more than one organisation, you can:
Switch organisations using the top dropdown
Visit My Home to view all your organisations
Use Copy Design to duplicate forms across organisations, saving time and effort
Do you need to set up a new space? Click + Create Organisation to get started.
Help & Support
Need assistance? The Help button is always available in your sidebar and within the in-app chat launcher, located at the bottom-right corner.
Use it to:
Ask a question (AI and support team are ready to help)
Watch a short intro video
Search help articles instantly
You can also open a live support chat with the IndyForms team whenever you need a hand.
Summary
Your Dashboard is designed to make form management, task tracking, and team coordination seamless. Whether you’re a first-time user or an admin managing multiple organisations, the dashboard keeps you organised, informed, and in control.
Tip: Check your dashboard daily to stay up-to-date and ahead of deadlines.
FAQs
Q. Can I customise what appears on my dashboard?
While you can’t fully customise the layout, you can interact with widgets like Pinned Forms, Action Items, and To-Do to personalise your workflow.
Q. Why don’t I see any forms in my Pinned Forms or To-Do list?
If nothing appears, it may be because no forms have been assigned or pinned by your organisation yet. Please reach out to your administrator to confirm your access.
Related Articles
What's Next?
💡 Tips
Check your Dashboard daily to stay on top of due and overdue tasks.
Use the Help widget in the bottom-right corner any time you need support.
Use “Copy Design” to quickly reuse forms across different organisations.