The Dashboard
The Project Dashboard contains all your existing projects: Surveys, Quizzes, and Calculators. This is also where you can create a new project. In today’s app this area is reached from the Forms button in the Main Menu — the underlying web address still says dashboard, but the app labels it “Forms.”
Filtering and Searching your Projects
Section titled “Filtering and Searching your Projects”Once you’ve been using the service for a while, you’ll find that you have a long list of created projects. By default, you will see your most recent projects, but you can use the Views panel on the left to filter your projects accordingly.
- Recent: All your projects listed chronologically
- Surveys: List of all your surveys
- Quizzes: List of all your quizzes
- Calculators: List of all your calculators
- Deleted: List of all your deleted projects
- Shared with me: List of projects that have been shared with you/ you are a collaborator on
Above the Views, a Workspaces panel lets you switch between All Forms, My Forms, and any team Workspaces you belong to — a way of grouping projects by team rather than by type.
Each item in these lists will show:
- Send/creation date
- Response Count
- A control to add a Label
Searching for Projects
Section titled “Searching for Projects”Enter keywords into the Search Bar to find specific projects.
The Project Menu
Section titled “The Project Menu”If you click a project in Forms, it expands in place into the Project Menu. This will allow you to:
- Edit the project
- Share your Project
- View Results
- Copy a Project
- Rename a Project
- Move the project to a different Workspace
- Close a Project
- Re-Activate a Project (the button is labeled Activate)
- Delete Project Results
- Delete a Project
See the Project Menu article for the full rundown of each option, including labeling a project, which now happens directly on the project’s card rather than through this menu.
Deleting or Clearing your Project
Using the ‘Delete’ option in the Project Menu will shift your project to the Deleted view. After a project is deleted, a confirmation notes it will remain there for about a month, during which it can be restored. It is possible to recover the project at this time, but not after that period has passed.
Deleted Items
Section titled “Deleted Items”If you delete a project whilst it’s already in the Deleted view, a confirmation warns that this is permanent and cannot be undone. I.e. You will not be able to recover it.
Labeling (Tags) a Project
Section titled “Labeling (Tags) a Project”You are able to ‘Label’/ ‘Tag’ projects in order to organize them further. You can achieve this by:
- Clicking Add label directly on the project’s card (in the Forms list, or on a Home page card)
- Typing to search your existing labels, or typing a new label name
- Pressing Enter to create the label and apply it in one step
Suspending a Project
Section titled “Suspending a Project”By choosing the ‘Close’ option in the Project Menu, you can suspend a survey, quiz, or calculator, after confirming in a dialog. This will stop any respondents from submitting responses for the time in which the project is suspended, and disables the Send option. When attempting to respond to a suspended project, respondents will be shown a message informing them that it has been closed.
You can also re-open/ re-activate a project using the same process as above; the ‘Close’ button will have been replaced with an ‘Activate’ button, which takes effect immediately with no confirmation needed.