How to Organize Your Inbox With Tabs

May 16, 2024

Using tabs in Jotform Inbox can help you manage and organize your form submissions more effectively. It allows you to sort and filter your submissions based on different criteria, making it easier to find specific entries. This can be particularly useful if you have a large number of form submissions to manage.

To organize your Inbox with tabs

  1. In Jotform Inbox, select Filter in the upper-left corner.
The Filter button in Jotform Inbox
  1. Configure and apply your desired filter in the dialog. See Filtering Submissions in Inbox for more information.
The Filter dialog in Jotform Inbox
  1. Select Create New Tab in the upper-right corner.
The Create New Tab button in Jotform Inbox
  1. Enter your desired tab name, then select Create Tab.
The Create New Tab dialog in Jotform Inbox

Your custom filter should appear in a new tab. You can open the tab menu to see options.

The tab menu in Jotform Inbox

Here are the available options:

  • Rename — Change the tab’s name.
  • Download All — Download the filtered entries in CSV, Excel, or PDF.
  • Duplicate — Create a new tab with the same filter. 
  • Delete — Remove the tab.

Tabs in Jotform Inbox work well in conjunction with tags. You can assign tags to a submission by selecting Add Tag above the entry title.

The Add Tag button in Jotform Inbox

Using tags can help you filter and sort your submissions, making it easier to find specific entries or group similar entries together.

A Todo tab in Jotform Inbox
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