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A tour of the dashboard

The Dashboard is the first page you see after choosing an organization. It shows what is happening across every form you can see. The numbers are filtered to the forms your role and teams give you access to.

ItemWhat’s thereWho sees it
Workspace name (top)Switch to another organization, see all of them, or create one.Everyone
Create formStarts a new form. See Build your first form.People allowed to create forms
DashboardThis page.Everyone
FormsEvery form you can open, with search, filters and sorting.Everyone
ApprovalsResponses waiting for your review. See Approval workflows.Everyone with approval steps assigned
MembersPeople in the organization, invitations and bulk invites.People allowed to view members
TeamsThe team tree that decides who owns which forms.People allowed to view teams
RolesBuilt-in and custom roles and their permissions.People allowed to view members
OrganizationName, industry and logo.Administrators (Manage organization)
BillingYour plan, usage and invoices.People allowed to manage billing
Your name (bottom)View profile and Log out.Everyone

On a phone the sidebar becomes a bottom bar. The less-used links sit under More.

The panel at the top gives you three ways to start:

  • Describe a form and let AI draft it. Type a sentence, for example “Registration for a 2-day workshop with lunch preferences”, and select Generate. A chat opens where you can keep refining the draft. Needs Pro or above. See Create and edit forms with AI.
  • Blank form opens an empty form in the builder.
  • From a template opens the template gallery.

A short list of things that need a person:

What it saysMeansSelecting it opens
3 responses waiting for your approvalResponses are waiting at an approval step you can act on.Approvals
Form name closes in 2 daysThe form’s Closes at date is near.That form in the builder
Form name reached its limit of 200 responsesThe form hit its Response limit and no longer accepts responses.That form in the builder
A webhook on Form name is failingA webhook couldn’t deliver responses. Check the endpoint.That form in the builder
A webhook on Form name was switched off after repeated failuresKyraForm stopped trying. Fix the endpoint, then turn the webhook back on.That form in the builder

When there’s nothing to do you see “All clear. No approvals, closing forms or failing integrations.”

A chart of Responses per day for the last 30 days, with the 30-day total and today’s count. It covers every form you can see.

The newest responses across your forms. Select one to open it. Until people start submitting, this says “Responses appear here as soon as people start submitting your forms.”

Forms, All-time responses, Members and Teams in this organization.

Your most recently updated forms. Select one to open it in the builder, or All forms to go to the Forms page.

Forms lists every form you can open.

ControlOptions
Search forms…Matches form names. Clear it with the ×.
StatusAll status, Published, Draft
TeamAll teams, or one team, to see only the forms it owns
SortNewest first, Oldest first, Name A–Z, Name Z–A, Most submissions

If nothing matches, select Clear filters.