Skip to main content

Left-Hand Options in the 'Project Forms' tab

Updated this week

Below is a brief description of the menu options on the left-hand side of the 'Project Forms' tab:

  1. All (Default) - This option shows a list of all the forms accessible to you across all the filtered projects.

  2. New - By clicking 'New', you can create a new form by selecting from the active form types based on the filtered projects.

  3. Incomplete Tasks - Indicates the count of incomplete tasks on forms across all the filtered projects. Clicking on the count shows you a filtered list of forms on which you have incomplete tasks.

    • To see related options, right-click one or more forms. Alternatively, choose one or more forms and click the 'More Options' icon at the top right.

  4. Overdue Tasks - Indicates the count of overdue tasks on forms across all the filtered projects. Clicking on the count shows you a filtered list of forms on which you have overdue tasks.

    • To see related options, right-click one or more forms. Alternatively, choose one or more forms and click the 'More Options' icon at the top right.

  5. Due Today - Indicates the count of tasks on forms to be completed today across all the filtered projects. Clicking on the count shows you a filtered list of forms on which you have tasks to be completed today.

    • To see related options, right-click one or more forms. Alternatively, choose one or more forms and click the 'More Options' icon at the top right.


Related Articles: Project Forms Navigation


Did this answer your question?