How to Organize Your Inbox With Tabs

Jotform makes it easy to organize your form submissions with tabs in Jotform Inbox. With this feature, you can group, sort, and filter entries based on different criteria, so it’s quicker to find the information you need.

Tabs help you keep everything neat and easy to manage, especially when you’re dealing with a large number of submissions. It’s a simple way to stay organized and keep your workflow running smoothly.

Creating a New Tab

You can create custom tabs to organize your submissions in just a few steps. Here’s how:

1. In Jotform Inbox, in the menu on the top of the page, click on New Tab.

2. Next, in the Create a New Tab window that opens, enter a name for your tab and click on Create Tab.

3. Then, in the window that opens, set the filter you want to apply to this tab. Check out our guide on How to Search and Filter Submissions in Jotform Inbox to learn more.
4. Finally, click on Apply Filter and you’re done.

Once created, the tab will display only the submissions that match the filter that you’ve set.

Managing Your Inbox Tabs

After creating a tab, you can manage it or adjust how submissions appear inside it. To access the tab options, here’s what to do:

1. In Jotform Inbox, click on the Three Dots icon next to the tab you’ve created.
2. Then, in the menu that appears, you’ll see these options:
   • Rename — Change the name of the tab.
   • Tab Colors — Assign a color to the tab to make it easier to identify.
   • Download All — Export all submissions currently visible in the tab in CSV, Excel, or PDF.
   • Duplicate — Create a copy of the tab along with its filter settings.
   • Delete — Remove the tab from your Inbox.

Removing a Tab Filter

Since tabs work as filters, you can remove the active filter to return to the full list of submissions. You can click on Remove Filter on the right side of the Jotform Inbox page.

Or, you can also clear the filter by clicking on the X icon next to the Search bar.