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- ACTION ITEMS - Any open form waiting on you for action
- MY DOCS - Any open form you have created that is waiting on somebody else to take action
- PINNED - Any form which you have elected to monitor regardless of whether you created it or whether it is waiting on you to take action
- COMPANY DOCs - Any open form where someone from your company has been added as an info or action collaborator
- COMPANY ACTION ITEMS - Any open form where someone from which is waiting on somebody from your company to take action.
Navigation
To move between the different selections just click on the heading.
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You will still be able to access this form on your COMPANY DOCS Hotlist.
Pinning
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a Form to your Hotlist
If there is an important form that you wish to monitor and have it available regardless of it's status, who created it and/or who is the action collaborator you can pin it to your Hotlist. It will then stay on your PINNED Hotlist until you decide to remove it.
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After clicking on the pin icon it will change from to indicating that you have now added it to your PINNED Hotlist.
To remove it from your PINNED Hotlist, just click the pin icon again.
NOTE: Notifications can also be added to the PINNED Hotlist in the same manner.
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