If you are logged in to ClearForms, you will be taken to your admin Dashboard

This is where you will be able to see all of the processes that are assigned to you and their status. We encourage you to explore and get comfortable with your dashboard.


The dashboard is set up to prioritize the processes that you're responsible for taking action on.  Those processes that are needing your attention show up at the top of the list, with a white background.  If a process is overdue (it's been on the the current step longer than that step is supposed to take) it will also show up with Overdue in red.

The dashboard shows Active (currently in process) requests by default, and puts those that Need attention at the top, but you can also search for completed processes, or search and sort to find a specific request if you need to with the search tools on the left side.  To see all processes, change Completion Status from Active to All.

You can narrow down what shows up on your dashboard by changing All Workflows to a specific workflow and you can select a specific Team to only see workflows from that Team. If you select one specific workflow you'll see lots more search options load automatically on the lower left side of the Dashboard, and you can search data in specific fields.

Workflow and process filter on CityGrows admin dashboard

You can also save your searches as Filters so that you can use them repeatedly. You can even set a specific filter as your default Dashboard view. At any time you can search by date launched, by who launched the process, completion date and search by Active/ Completed/ Halted.

Use the Quick Search box at the top of your Dashboard to find a specific, individual process.

If your dashboard is blank, that means there are no active processes for any of your Workflows. If you are just starting to use ClearForms, you can set up a Workflow and then start some processes, and then they'll appear in your dashboard.

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