Cognito Forms invites you to try our new enhanced interface! It’s designed to give you quicker access to everything you need and make it easier to manage your forms, entries, users, and tasks.

Preview the new UI

To try out the new UI, activate the Preview the new UI toggle located in the top right corner of the organization dashboard. Simply deselect the toggle to opt out of the preview at any time.

If you have any questions or feedback about the new interface, please get in touch with our team!

Navigating your account

Home page

As soon as you log in to your Cognito Forms account, you’ll land on your organization’s Home page. From here, you can create new forms, view recently accessed forms and entry views, and manage pending tasks.

To reveal the sidebar, move your cursor to the left side of the screen. To keep it visible, click the Cognito Forms icon in the top left corner or press Ctrl + \ to dock it permanently on the left. Hover your cursor along the right edge of the sidebar to resize it according to your preference.

Sidebar overview

The sidebar on the left provides easy access to manage your forms, adjust your organization’s settings, invite new users, and more. Use the search bar at the top to easily filter forms, folders, and entry views by name.

In the main section of the sidebar, you’ll see all the forms, folders, and entry views available to you. To quickly access a form, hover over its name and click the pin icon to pin it to the top of the sidebar. You can also click the ellipsis (…) to open the form menu or expand a form’s entry view list by clicking its name.

At the bottom of the sidebar, click the + New button to create a new form or folder, or to invite new users to your organization.

Entry view

Clicking on a form name in the sidebar takes you directly to its default entry view. To add new entries, select the plus sign (+).

Use the top toolbar to switch between entry views, apply filters, sort entries, hide columns, and perform actions.