> For the complete documentation index, see [llms.txt](https://docs.dapta.ai/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.dapta.ai/dapta-forms/getting-started/dashboard-tour.md). # Dashboard tour A tour of the Dapta Forms dashboard: the Home tiles and shortcuts, the left menu (Home, Forms, Submissions, Analytics, Integrations, Dapta Agents), the profile menu, the app switcher, the workspace sw Once you are signed in, everything in Dapta Forms is reachable from the left menu and the **Home** screen. This page walks through each control so you know where things live before you start building. *** ## Home **Home** opens every time you sign in. It has two parts: three stat tiles and four shortcut cards.

The Home screen with the three stat tiles Forms, Total submissions and Completion rate and the four shortcut cards highlighted — Home: stat tiles on top, shortcut cards below. Every tile and card is a link.

| Element | What it shows or does | | -------------------------------- | ------------------------------------------------------------------------------------ | | **Forms** tile | How many forms the workspace has. Click to open the forms list. | | **Total submissions** tile | Submissions across all forms in the workspace. Click to open the Submissions picker. | | **Completion rate** tile | Submissions divided by starts, across all forms. Click to open Analytics. | | **Create a form** card | Opens the **Create a new form** dialog (name + layout). | | **Branding & style** card | Opens the workspace **Brand kit**: logo, colors and the public look. | | **Integrations & webhooks** card | Opens **Connections** (HubSpot, Calendly) and the list of webhooks. | | **Analytics** card | Opens the Analytics picker: funnel performance and drop-off per form. | > **💡 Tip:** When your public page is published (profile menu → **Public page**), Home also shows a **Your public page** box with a copyable link to `forms.dapta.ai/{account code}/{handle}`. *** ## The left menu The left menu (the "rail") is the main navigation. It is the same on every page except the editor, where it collapses to icons to give the canvas more room.

The left menu with the six entries Home, Forms, Submissions, Analytics, Integrations and Dapta Agents highlighted — The six entries of the left menu. **Dapta Agents** opens the Dapta app in a new tab.

| Entry | Where it goes | | ---------------- | ---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | | **Home** | The overview above. | | **Forms** | The list of forms in the workspace, with **Create form**, and per-form actions: **Edit**, **Submissions**, **Analytics**, **Connect**, copy link, open form, and a menu with **Duplicate** and **Delete**. | | **Submissions** | A picker: choose a form to see its responses, filter **All**, **Completed** or **Partial**, and **Download CSV**. | | **Analytics** | A picker: choose a form to see **Views**, **Starts**, **Submissions**, **Completion rate**, **Time to complete**, trends and question-by-question drop-off. | | **Integrations** | The **Connections** page (HubSpot, Calendly, Google Sheets marked **Coming soon**) plus the list of webhooks across your forms. | | **Dapta Agents** | Opens app.dapta.ai in a new tab (note the external-link arrow). | The top of the rail holds the **Forms** wordmark, the app switcher and the workspace switcher. The bottom holds the theme toggle and your profile button. Each is described below. *** ## App switcher **Step 1:** Click the grid icon next to the **Forms** wordmark (its tooltip reads **Switch product**). A small menu titled **Dapta** lists the products: **Dapta Agents** (opens in a new tab) and **Dapta Forms** (the current one, with a check mark).

The app switcher open under the grid icon, listing Dapta Agents and Dapta Forms with a check mark on Dapta Forms — The app switcher. Use it to jump to the Dapta app without leaving your session.

Press **Escape** or click anywhere else to close it. *** ## Workspace switcher **Step 2:** Click the workspace name under the wordmark (the button with the initial tile and a chevron). The menu lists every workspace you belong to under the **Workspace** heading; the active one has a check mark. Pick another one to switch: the page reloads inside that workspace, and everything (forms, submissions, brand kit, integrations) now refers to it.

The workspace switcher open, showing the Find a workspace search box, a list of workspaces with the current one checked, and New workspace at the bottom — The workspace switcher. **Find a workspace** filters the list; **New workspace** creates one.

* **Find a workspace** appears when you have six or more workspaces and filters the list as you type. If nothing matches you see **No workspace matches that.** * Workspaces you were invited to but have not opened yet carry an **Invited** badge. Opening one accepts the invitation. * **New workspace** opens a dialog with one field, **Name** (up to 80 characters), and creates a separate space with its own forms, members, branding and integrations. You become its owner. *** ## Profile menu **Step 3:** Click your name and email at the bottom of the rail (the button is labeled **Account menu**). The menu is headed **Account settings** and links to the four account pages, then **Log out**.

The profile menu: account settings plus Log out.

| Item | What it opens | | ----------------- | -------------------------------------------------------------------------------------------------------------------------------------------------------- | | **Workspaces** | Every workspace you belong to, with **Open** and **Manage** (members, invitations, rename, workspace ID). | | **Brand kit** | The workspace look: logo, client logos, colors, typography and controls. New forms start with it. | | **Notifications** | The two email templates sent on submission: **New submission notice** and **Respondent confirmation**. | | **Public page** | Your page at `forms.dapta.ai/{account code}/{handle}` listing the forms you want people to find, plus your identity (name, email, handle, account code). | | **Log out** | Ends your Forms session and the shared Dapta session. See [Sign in](/dapta-forms/getting-started/sign-in.md). | *** ## Theme toggle Just above the profile button sits a single icon button that switches the admin between **Dark** and **Light**. Its accessible name tells you the current theme and what a click does, for example **Theme: Dark: Switch to light**. The choice is remembered in this browser.

The theme toggle. One click flips the admin between dark and light.

> **💡 Tip:** The theme toggle only changes the admin. Your public forms follow each visitor's own light or dark setting unless you set a background color in **Design**. *** ## Collapsing the rail **Step 4:** Click the double chevron in the top-right corner of the rail (**Collapse sidebar**). The menu shrinks to 64 px of icons; hover an icon to see its name. Click the chevron again (**Expand sidebar**) to bring the labels back. Your preference is remembered.

The dashboard with the left menu collapsed to icons and the Expand sidebar chevron highlighted — The collapsed rail. The chevron at the top expands it again.

The editor always collapses the rail for you, so the question list, canvas and settings get the full width. On narrow screens the rail becomes a hamburger button (**Open navigation**) that opens a drawer. ## What's next * [Quickstart: your first form in 5 minutes](/dapta-forms/getting-started/quickstart-first-form.md) * [Building Forms](/dapta-forms/builder.md): a tour of the editor itself. * [Workspaces, Team & Account](/dapta-forms/account.md): the pages behind the profile menu. --- # Agent Instructions This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com. ## Querying This Documentation If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question. Perform an HTTP GET request on the current page URL with the `ask` query parameter, and the optional `goal` query parameter: ``` GET https://docs.dapta.ai/dapta-forms/getting-started/dashboard-tour.md?ask=&goal= ``` `ask` is the immediate question: it should be specific, self-contained, and written in natural language. `goal` is optional and describes the broader end goal you are ultimately trying to accomplish on behalf of the user. GitBook uses it to tailor the answer towards what is most useful for that goal. The response will contain a direct answer to the question and relevant excerpts and sources from the documentation. Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.