Pinning Your Most-Used Forms

If you fill the same form every day — a vehicle walkaround, a room inspection, a daily safety check — pinning it saves you from scrolling through your full work queue each time.

How to pin a form

There are two places you can pin a form:

From My Work

1. Find the form in your My Work queue on the home page
2. Hover over the form card
3. Click the pin icon in the top-right corner

The icon fills in and a "Pinned" badge appears on the card to confirm.

From inside a form

1. Open any assigned form
2. Click the pin icon in the form header (next to the form title)

This is handy when you're already filling a form and realise you'll need it again tomorrow.

Viewing your pinned forms

Pinned forms live in their own section — click Pinned in the sidebar to see them all in one place. Each pinned form shows:

• Workflow status — the current status colour and label
• Progress bar — how many fields are filled vs. total
• Recurring badge — if the form is on a schedule

Click any pinned form to jump straight into filling it.

Unpinning a form

To unpin, use any of the same methods:

• From My Work — hover the card and click the pin icon again
• From the form header — click the filled pin icon to toggle it off
• From the Pinned page — hover the row and click the pin icon on the right

The form stays in your My Work queue — it just won't appear on the Pinned page any more.

Tips

• Pin your daily forms — if you run the same inspection every morning, pin it so it's always one tap away
• Combine with Voice Fill — open a pinned form and tap the microphone to start dictating immediately, no typing required
• Use for recurring forms — scheduled forms that reappear on a cycle are great candidates for pinning