How to Organize Your Inbox With Tabs

November 3, 2022

This guide shows how to organize your form entries in Jotform Inbox by saving your custom filters into tabs.

Here’s how:

  1. Go to My Forms.
  2. Choose a form and click on Inbox.
my-forms-contact-inbox-min.png
  1. In Jotform Inbox, click on Filter in the left panel.
  2. Create and apply the filter.
inbox-create-filter-min.png

For more information, see Filtering Submissions in Inbox.

  1. Next, click on Create New Tab.
inbox-create-new-tab-min.png
  1. Enter a name for your tab then click on Create Tab.
inbox-create-enter-tab-name-min.png

Your custom filter should appear in a new tab. To open the tab’s menu, click on the vertical ellipsis icon.

inbox-custom-tab-menu-min.png

The tab options are as follows:

  • 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.
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