Overview of the Dashboard

The Dashboard is the start screen where you can monitor your account and launch most common tasks such as starting a new form.

  1. The top menu lets you return to the Dashboard from anywhere on the site.
  2. Notifications from the Formotus system alert you to important situations.
  3. Identifies your plan and shows status (differs by plan)
  4. Helpful 3-step guidance for how to create and distribute forms (differs by plan).
  5. Top-right menu for profile, account settings, etc.
  6. Quick access to your 5 most recent forms. Click the name to open in the form creator.
  7. Key performance indicator charts (differs by plan)
  8. User activity table for monitoring over a choice of time periods.
  9. Export an Excel sheet for complete user activity record

 

Tags: dashboard, pages, home, ownerhome

 

Have more questions? Submit a request

0 Comments

Please sign in to leave a comment.