> ## Documentation Index
> Fetch the complete documentation index at: https://docs.formai.app/llms.txt
> Use this file to discover all available pages before exploring further.

# Manage workspaces

> Create a workspace, describe it, track forms on a Kanban board by status, and use each form card's menu.

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.

<Frame caption="Switch workspaces in the sidebar to see each board of forms by status.">
  <video autoPlay muted loop playsInline className="w-full" src="https://mintcdn.com/formai-app/XBaZxbZCaxkDZx0d/videos/workspaces-board.mp4?fit=max&auto=format&n=XBaZxbZCaxkDZx0d&q=85&s=4541cdb479c6e7543378281f5707c3e1" aria-label="Switching between workspaces in the sidebar, each opening a board with Draft, Published, Finished and Canceled columns of form cards" data-path="videos/workspaces-board.mp4" />
</Frame>

## Create a workspace

<Steps>
  <Step title="Click the plus icon">
    In the left sidebar, click **+** next to the **WORKSPACES** list.
  </Step>

  <Step title="Name it">
    Type a **Workspace name**. Suggestions such as Customer Research, Onboarding and Events can help you get started.
  </Step>

  <Step title="Add a purpose (optional)">
    Fill in "What is it for? (optional)" if you want to describe the workspace.
  </Step>

  <Step title="Create it">
    Click **Create**. Forms and members stay scoped to the new workspace.
  </Step>
</Steps>

<Frame caption="The Create a workspace dialog.">
  <img src="https://mintcdn.com/formai-app/XBaZxbZCaxkDZx0d/images/workspaces/create-workspace.jpg?fit=max&auto=format&n=XBaZxbZCaxkDZx0d&q=85&s=6ada54b8d8494fac1bf90732d59bf830" alt="Create a workspace dialog with a Workspace name field, an optional description field and a Create button" width="1512" height="711" data-path="images/workspaces/create-workspace.jpg" />
</Frame>

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

## 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](/user-guide/workspaces/invite-your-team).
* Click the analytics button to open the Dashboard filtered to this workspace.

## 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

## The card menu

Click **⋯** on a form card to open its menu.

| Action | What it does |
| - | - |
| **Copy link** | Copies the form's share link. |
| **Edit** | Opens the form in the editor. |
| **Rename** | Changes the form's title. |
| **Results** | Opens the form's results. |
| **Delete** | Deletes the form. |

<Warning>
  **Delete** removes the form and its responses. This cannot be undone.
</Warning>

## Next steps

<CardGroup cols={2}>
  <Card title="Invite your team" icon="user-plus" href="/user-guide/workspaces/invite-your-team">
    Add people to a workspace by email.
  </Card>

  <Card title="Publish and share" icon="share-nodes" href="/user-guide/share/publish-and-share">
    Move a form to the Published column.
  </Card>

  <Card title="Results overview" icon="chart-line" href="/user-guide/results/overview">
    Compare performance on the Dashboard.
  </Card>

  <Card title="Workspaces concepts" icon="book-open" href="/core-concepts/workspaces">
    How workspaces fit into your organization.
  </Card>
</CardGroup>


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