We’ve released the Formstack Streamline Homepage, a new role-based landing page inside the platform. It’s designed to give users a clear, functional starting point based on their day-to-day responsibilities.
Whether you're managing data connections, building workflows, or handling in-progress sessions, the Homepage brings relevant tools and information front and center—based on your role.
What You’ll See
The Homepage surfaces key data and quick actions through widgets. Here's what it includes based on user type:
Admins
- Data Connections Widget: View the current status of your data connections and identify any issues.
- Recently Created Projects: See the latest published projects across the platform.
- Support: Quick access to submit support tickets and feature request forms.
Managers & Builders
- Recently Created Projects: Access your most recent work for iteration and testing.
- In-Progress Sessions: Monitor workflows currently running.
- Support: Quick access to submit support tickets and feature request forms.
Operators
- In-Progress Sessions: Track live sessions for follow-up and task completion.
- Recently Created Projects: Access the latest workflows you're assigned to.
What’s Ahead
The Homepage is focused on simplifying access to key tools and information. Everything is role-scoped and shown in real time. The current version does not support customization or AI-driven functionality, but this foundation allows for future enhancements in those areas.
To try it out, log in to your Formstack Streamline account and start using the new Homepage.
If you have feedback or run into issues, use the built-in support tools to get in touch.
