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.

Searching Forms

Click the search icon in the dashboard toolbar to expand the search bar. Type to filter forms by name in the current workspace. Click the icon again or click away to collapse the search bar.

Sorting Forms

Click the Sort button in the dashboard toolbar to sort your forms by:

• Name (A → Z or Z → A)
• Created date (newest or oldest first)
• Updated date (most or least recently updated)

The sort preference applies to the current view.

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 Analytics

Get a high-level overview of how all forms in a workspace are performing.

Opening Workspace Analytics

1. Click the three-dot menu (⋮) next to the workspace name in the dashboard toolbar.
2. Select Analytics.

Overview Cards

At the top of the page you’ll see five summary cards:

Forms Performance Table

Below the cards is a table listing every form in the workspace with the following columns:

• Form Name — the form title
• Views — number of views for the form
• Starts — number of starts for the form
• Submissions — number of completed submissions
• Conversion — conversion rate (submissions ÷ starts)
• Avg Time — average completion time for respondents who finished
• Last Submission — how long ago the most recent submission was received
• Details — link that takes you directly to the form’s Analytics tab

Filtering by Date Range

Use the date range dropdown in the top-right corner to filter all metrics by:

• Last 7 Days
• Last 30 Days
• Last 90 Days
• All Time

Exporting Data

Click Export Data to download the workspace analytics as a CSV file. The export includes all columns from the forms performance table.

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.