Title: Find your way around | OneForm > The menu, the Create button, the bar at the top right and your dashboard, and what each one is for. Source: https://oneform.si/help/getting-started/find-your-way-around/ --- 1. [Help Center](https://oneform.si/help/) 2. [Getting started](https://oneform.si/help/getting-started/) 3. Find your way around [View as Markdown](https://oneform.si/help/getting-started/find-your-way-around.md) # Find your way around The menu, the Create button, the bar at the top right and your dashboard, and what each one is for. Updated October 22, 2026 · 3 min read [Open your dashboard ↗](https://app.oneform.si/dashboard?help=find-your-way-around) OneForm has three places to find things: the menu on the left, the bar at the top right, and your dashboard. This guide shows what's in each. ![The dashboard, with the menu on the left and the top bar at the top right](https://app.oneform.si/media/3b934f25-5b4c-5ea6-b74a-2c9dfbba6ff6) ## The menu on the left The menu groups pages by what you're doing. Each section has its own color, and the page you're on takes that color too. | Section | Pages | | ------------ | ---------------------------------------- | | **Home** | **Dashboard** | | **Forms** | **Forms**, **Responses** and **Leads** | | **Reports** | **Review** and **All reports** | | **Revenue** | **Payments** and **Bookings** | | **Automate** | **Workflows** and **Integrations** | | **Insights** | **Engagement** and **Email performance** | | **Firm** | **Settings**, **Team** and **Billing** | A number next to **Review** shows the reports waiting for you. A number next to **Responses** shows new responses since you last looked. Pages marked **Beta** are new and still being improved. At the bottom of the menu, **Ideas & feedback** is where you suggest features and vote on others' ideas, and **Send feedback** reports a problem. When you open a form, a report or a workflow to edit it, the menu shrinks to icons so the editor gets the full width. ## The Create button **Create**, at the top of the menu, starts anything new: - **Form with OneFormAI**: describe the form and OneFormAI builds it. - **From a template**: start from a ready-made form. - **Voice form**: a conversation instead of fields. - **Booking page**: let clients book a call. ![The Create menu with its four choices](https://app.oneform.si/media/739549ca-ff40-5244-800a-b2ff8b47b515) ## The bar at the top right From left to right, you may see: - **Upgrade**: shown to owners while there's a bigger plan. See [Plans explained](https://oneform.si/help/billing/plans-explained/). - **Steps left**: your setup checklist, until setup is done. See [Set up your firm](https://oneform.si/help/getting-started/set-up-your-firm/). - **Your firm's name**, on wide screens. If you belong to more than one firm, click it to switch. - **OneAI Tokens**: how many tokens are left this month. Click it for details. See [OneAI Tokens](https://oneform.si/help/billing/oneai-tokens/). - **Search**: find anything. See [Search and keyboard shortcuts](https://oneform.si/help/getting-started/search-and-keyboard-shortcuts/). - **The bell**: your notifications. - **Your photo or initials**: your account menu. The account menu has your **Profile**, **Billing** and **Settings**, **Switch firm** (when you belong to more than one), **Help & feedback**, the light and dark theme switch, and **Sign out**. ## Your dashboard The **Dashboard** is where you land after signing in. It shows only what has something in it: - **What would you like to create?**: describe a form and OneFormAI builds it. - **Needs you**: reports waiting for review, reports that didn't send, responses on hold, and apps or workflows that need fixing. - **Since your last visit** (or **This week** on your first visit): new responses, reports sent, payments and calls booked. - **Coming up**: your next booked calls, with a **Join** button when there's a meeting link. - **Latest responses**: the newest answers. Click one to open it. - **Continue where you left off**: forms you were working on. A tip card in the bottom-right corner suggests something you haven't tried yet. Click **Not now** to hide that tip for a while, or **×** to hide tips for this visit. ## Good to know - **Your role decides what you see.** Only owners and admins see the **Create** box on the dashboard, for example. See [Roles and permissions](https://oneform.si/help/team-and-account/roles-and-permissions/). - **On a phone, things move.** The menu becomes a bar at the bottom of the screen. See [Use OneForm on your phone](https://oneform.si/help/getting-started/use-oneform-on-your-phone/). Was this article helpful? [← PreviousFrom your first form to your first report](https://oneform.si/help/getting-started/your-first-form-to-first-report/)[Next →Sample forms](https://oneform.si/help/getting-started/sample-forms-and-data/) ## Related articles [Welcome to OneFormWhat OneForm does for your firm, how a form becomes a report, and where to find everything.](https://oneform.si/help/getting-started/welcome-to-oneform/)[Search and keyboard shortcutsFind any form, client, report or setting with ⌘K, and move around OneForm without the mouse.](https://oneform.si/help/getting-started/search-and-keyboard-shortcuts/)[Use OneForm on your phoneWhere the menu, search, notifications and your tokens are on a phone, and how to edit a form on a small screen.](https://oneform.si/help/getting-started/use-oneform-on-your-phone/)[Set up your firmThe first-run setup, step by step, and the checklist that keeps track of what's left.](https://oneform.si/help/getting-started/set-up-your-firm/) Still stuck? A person on the OneForm team reads every request. Mon–Fri, 9am–6pm ET. First reply within 1 business day. [Open a support case](https://oneform.si/contact/?topic=support)[Report a bug in the app](https://app.oneform.si/ideas?view=feedback)[hello@oneform.si](mailto:hello@oneform.si?subject=OneForm%20support) [Overview](https://oneform.si/help/) Topics - [Getting started](https://oneform.si/help/getting-started/) - [Welcome to OneForm](https://oneform.si/help/getting-started/welcome-to-oneform/) - [Set up your firm](https://oneform.si/help/getting-started/set-up-your-firm/) - [From your first form to your first report](https://oneform.si/help/getting-started/your-first-form-to-first-report/) - [Find your way around](https://oneform.si/help/getting-started/find-your-way-around/) - [Sample forms](https://oneform.si/help/getting-started/sample-forms-and-data/) - [Use OneForm on your phone](https://oneform.si/help/getting-started/use-oneform-on-your-phone/) - [Search and keyboard shortcuts](https://oneform.si/help/getting-started/search-and-keyboard-shortcuts/) - [Sign in to OneForm](https://oneform.si/help/getting-started/sign-in-and-two-step/) - [Forms](https://oneform.si/help/forms/) - [Sharing and embeds](https://oneform.si/help/share/) - [Responses and leads](https://oneform.si/help/responses-and-leads/) - [Reports](https://oneform.si/help/reports/) - [Payments](https://oneform.si/help/payments/) - [Bookings](https://oneform.si/help/bookings/) - [Workflows](https://oneform.si/help/workflows/) - [Integrations](https://oneform.si/help/integrations/) - [Emails and notifications](https://oneform.si/help/emails-and-notifications/) - [Team and account](https://oneform.si/help/team-and-account/) - [Plans and billing](https://oneform.si/help/billing/) - [Privacy and security](https://oneform.si/help/privacy-and-security/) - [Troubleshooting](https://oneform.si/help/troubleshooting/) For your clients - [For your clients](https://oneform.si/help/for-clients/) [Glossary](https://oneform.si/help/glossary/)[FAQ](https://oneform.si/help/faq/)[Developer docs](https://oneform.si/developers/)[Contact support](https://oneform.si/contact/?topic=support)