---
title: "Clearing Assigned Forms & Assigned Forms Tab Overview"
url: "https://help.ontraccr.com/en/article/clearing-assigned-forms-assigned-forms-tab-overview"
language: "en"
last_updated: "2025-06-06T22:03:18.068Z"
---

# Clearing Assigned Forms & Assigned Forms Tab Overview

## 📘 **Assigned Forms Tab Overview**  
 

The **Assigned** tab in Ontraccr shows forms that are directly assigned to you—either by a manual assignment, via a workflow block, or as a form you started and saved as a draft. This view is **personal to the logged-in user** and does not include assigned forms for other users.

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## 🔐 **What Appears in the Assigned Tab**

1.  **Forms directly assigned to you** (via workflow or manual assignment)
2.  **Forms you're editing** (triggered by an edit workflow block)
3.  **Draft forms** that you started but haven’t submitted yet

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## 🧭 **How to Access the Assigned Tab**

-   Go to: `Documents` → `Forms` → `Assigned`
-   A **badge count** will appear if you have any forms pending action

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## 📂 **Columns in the Assigned Tab**

| Column | Description |
| --- | --- |
| **Form** | The form template name |
| **Number** | Ontraccr form number (if auto-numbering is enabled) |
| **All Projects** | The tagged project (if applicable) |
| **Client/Customer** | The tagged customer/client (if applicable) |
| **Card** | The board card the form was issued from |
| **State** | Indicates if the form is: |
|  | \- `Assigned`: Tasked via workflow |
|  | \- `Draft`: Started manually and autosaved |
|  | \- `Editing`: You’re assigned to modify it via Edit block |

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## ✍️ **What You Can Do in This Tab**

### 1\. **Complete a Form Assigned to You**

-   Click the form row
-   Fill in the fields
-   Click **Submit**
-   The form is removed from your queue once submitted

### 2\. **Resume a Draft**

-   Click any form marked as `Draft`
-   Continue where you left off
-   Submit when done

### 3\. **Edit a Form**

-   If the form’s state is `Editing`, click it
-   Make changes as instructed
-   Submit your edits to clear it from your queue

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## 🧹 **How to Clear Drafts You No Longer Want**

1.  Click the draft form
2.  Click **Clear Draft** in the bottom-left (next to Preview)
3.  Confirm that you want to delete the draft and autosave contents
4.  Click **Cancel** → when prompted to save a draft, choose **No**

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## 🚫 **How to Clear Assigned Forms You Don’t Need to Complete**

You **cannot manually clear assigned forms**. You must **cancel the workflow** that assigned it to you:

### Option 1: If You Have Cancel Permissions

1.  Go to `Forms → Log`
2.  Locate the form assigned to you
3.  Click the **⋮ three-dot menu**
4.  Select **Cancel** → Confirm

### Option 2: If You Don’t Have Permission

-   Contact someone (e.g., admin) who has access to `Staff → Manage Users`
-   They can:
    1.  Open your user profile
    2.  Go to the **Assigned Forms** tab
    3.  Select one or more forms
    4.  Click **Cancel Selected**

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## 📝 **Notes**

-   This tab is **private** to each user—nobody else sees your Assigned tab
-   Drafts remain until cleared or submitted
-   All assigned/editing workflows are cleared only when the form is submitted or the workflow is canceled