What's on the dashboard?
When you sign in you land on the Dashboard, which gives you a quick snapshot of:
- Total forms, responses this month and active projects
- Recently updated forms with a one-click jump back into the editor
- Suggested next steps based on your plan
Sidebar navigation
The left-hand sidebar is your main map of the app:
- Forms — every form you've created (drafts, published and closed)
- Template library — pre-built starting points organised by category
- Analytics — your highest-level reporting view across all forms
- Workspaces (Reseller plan) — branded client portals
- Clients & Projects (Agency plan) — organise forms by who they're for
- Settings — billing, appearance, automations and your account
- Admin — only visible to admin users
Top tip
The bell icon in the bottom-left of the sidebar shows in-app notifications — new responses, closed forms and weekly summaries appear there.