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Workspaces

Workspaces keep your forms tidy. Use separate workspaces for different clients, departments, or campaigns.


Create a Workspace

  1. Open the dashboard

    Click your organization name and choose New Workspace.

  2. Name the workspace

    Enter a name that fits the project, then select Create.


Rename a Workspace

  1. Open workspace settings

    Use the ... menu beside the workspace name and select Rename.

  2. Save your changes

    Type the new name and press Enter or click Save.


Delete a Workspace

  1. Open workspace settings

    From the dashboard, choose the workspace, then click the ... menu.

  2. Select Delete Workspace

    Confirm to permanently remove the workspace and all forms inside.