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A workspace is a separate space for its own forms and members. Use one per team, client or project so each group’s forms stay together.

Switch workspaces in the sidebar to see each board of forms by status.

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Create a workspace

1

Click the plus icon

In the left sidebar, click + next to the WORKSPACES list.
2

Name it

Type a Workspace name. Suggestions such as Customer Research, Onboarding and Events can help you get started.
3

Add a purpose (optional)

Fill in “What is it for? (optional)” if you want to describe the workspace.
4

Create it

Click Create. Forms and members stay scoped to the new workspace.
Create a workspace dialog with a Workspace name field, an optional description field and a Create button

The Create a workspace dialog.

When you create a form with New form, choose which workspace it belongs to in the workspace selector of the dialog.

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The workspace header

At the top of a workspace you can:
  • Read the workspace name and edit the description. Click “Enter a workspace description” to add one.
  • See member avatars.
  • Click Invite user to add people. See Invite your team.
  • Click the analytics button to open the Dashboard filtered to this workspace.

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The Kanban board

Forms appear as cards in four columns by status: Draft, Published, Finished and Canceled. Each card shows:
  • The form title and when it was last updated
  • A badge for the type: Survey, Quiz or Live
  • The number of questions and responses
  • The avatar of the creator

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The card menu

Click ⋯ on a form card to open its menu.
Delete removes the form and its responses. This cannot be undone.

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Next steps

Invite your team

Add people to a workspace by email.

Publish and share

Move a form to the Published column.

Results overview

Compare performance on the Dashboard.

Workspaces concepts

How workspaces fit into your organization.