Workspaces

Workspaces help you organize your forms into separate groups. Use them to manage forms by project, client, department, or any structure that fits your workflow.

Creating a Workspace

1. Open the workspace switcher in the sidebar.
2. Click Create New Workspace.
3. Enter a name for your workspace.
4. Click Create.

Your new workspace is ready — you can start creating forms in it immediately.

Switching Workspaces

Click the workspace name in the sidebar to open the workspace switcher. Select any workspace to view its forms.

Renaming a Workspace

1. Open the workspace you want to rename.
2. Click the settings or edit icon next to the workspace name.
3. Enter the new name and save.

Deleting a Workspace

1. Open the workspace settings.
2. Click Delete Workspace.
3. Confirm the deletion.

Warning: Deleting a workspace removes all forms within it. This action cannot be undone.

Moving Forms Between Workspaces

To move a form to a different workspace:

1. Go to your dashboard.
2. Click the actions menu (three dots) on the form you want to move.
3. Select Move to....
4. Choose the destination workspace.

Bulk Move

1. Select multiple forms using the checkboxes.
2. Click the Move button in the bulk actions bar.
3. Choose the destination workspace.

Workspace Colors

Each workspace can have a distinct color for easy visual identification in the sidebar.

Tips

• Create separate workspaces for different clients or projects to keep forms organized.
• Use descriptive workspace names (e.g., "Client - Acme Corp", "Q1 Marketing Surveys").
• Move forms between workspaces as projects evolve — you're not locked into the initial structure.