My Work
Your personal work queue — assigned forms, in-progress inspections, and completed submissions.
My Work is your personal dashboard. Every form assigned to you — whether directly, from a schedule, or from the Open to All pool — appears here, organised into a drag-and-drop kanban board based on your company's workflow statuses.
The kanban board
Your forms are arranged in columns, one per workflow status. Each column shows the status name, icon, and a count badge. Scroll horizontally to see all columns.
Each card shows:
- Form name — or the custom title if one was set during assignment
- Assignee avatar — who the form is assigned to
- Progress — how many fields have been filled out of the total (e.g. "3 / 12")
- Recurring icon — a refresh icon if the form came from a recurring schedule
- Pin icon — if the form has been pinned for quick access
Click any card to open the form and start filling.
Dragging forms between columns
Drag a card from one column to another to update its workflow status instantly. This is the primary way to move work through your pipeline.
You can also reorder cards within the same column by dragging them up or down. The order is saved automatically.
Pinned forms
Forms you've pinned appear as compact pill badges in the top-right corner of the My Work header. Click a pill to jump straight into that form — no scrolling through columns needed.
To pin or unpin a form, open it and click the pin icon in the form header.
Open Forms column
The first column on the board is Open Forms — these are forms marked as "Open to All" by your admin. They're available for anyone in your company to claim and fill.
- Collapsed view — shows a vertical sidebar with a globe icon and count badge. Click to expand.
- Expanded view — shows individual cards you can click to open or drag into your workflow columns to claim.
When you drag an Open Form into a status column, it gets assigned to you and moves into your personal work queue.
You can also drag one of your personal forms back into the Open Forms column to release it back to the pool.
Filtering by status
Click any workflow status in the sidebar to filter the My Work view to just that column. This is useful when you want to focus on a specific stage of your workflow — for example, viewing only forms marked "In Progress".
The filtered view shows forms as a simple list instead of the kanban layout. Click the My Work link in the sidebar to return to the full board.
What each role sees
- Members see only forms assigned to them personally, plus any Open to All forms
- Admins and Owners see all forms assigned to them, plus Open to All forms — they can also manage assignments from Forms → Assignments