The first thing you see when you log into Typeform is your Workspace. This is where you store and organize all of your typeforms.
When you create your first typeform, it’ll live in the default Workspace, known as My workspace. You can add multiple Workspaces to keep your typeforms organized. Typeforms are always displayed in order of creation within a Workspace, with your most recent first.
However, workspaces aren’t just a place to access your typeforms. There are plenty of useful tools to explore to help you stay organized.
What can you do in a Workspace?
Each typeform you create is represented by a rectangular box in a Workspace. Click on the three dots icon in the corner of one of these boxes to open the following series of options for that typeform:
View – Opens your typeform in a new tab.
Rename – Click this to edit the name of your typeform.
Duplicate – Makes a copy of the typeform. This is great if you want to reuse something you built without losing the original. Results are not duplicated, but settings such as Self Notifications and Redirect on Completion are copied over to the new typeform.
Connect – Takes you to the Connect panel, where you can set up integrations.
Share – Takes you to the Share panel, where you can share your typeform in a variety of formats.
Results – Takes you to the Results panel, where you can access your results.
Copy to – Copies the typeform to another Workspace.
Move to – Moves the typeform to another Workspace.
Delete – Clicking this will display a warning message asking you to confirm if you want to delete the typeform. Be aware that if you hit Return on your keyboard, you will ‘agree’ to deleting your typeform!
Note: Only the owners of a Workspace will see the Delete option.
Looking for a typeform or Workspace? Click on the search icon:
Now type to find what you’re looking for:
Click any result to open that Workspace or typeform.
How to create new Workspaces
You can set up multiple Workspaces to help you organize your typeforms to make them easier to find. For instance, you could have different Workspaces for different campaigns, company departments, or quarters of the year.
1. Click on the + icon to create a new Workspace.
2. Give it a name by writing in the popup that appears.
3. To delete a Workspace, click the down arrow next to the workspace name and select Delete. Note that you cannot delete the default ‘My workspace’, even if you rename it, and you can't leave a Workspace that you own.
Move typeforms between Workspaces
When you do decide to organize your collection of typeforms into different Workspaces, you’ll need to move them!
To do this, find the typeform in the Workspace it’s stored in and click and hold on it. Then just drag it over to the Workspace you want to move it to in the left-hand panel:
Here I moved a typeform from My workspace to Order forms.
Don’t worry! Your typeform’s configurations and results are maintained in this process.
Warning! You cannot move typeforms between accounts unless your account is on a Plus plan. When you are a Plus guest you can move typeforms to the Plus account owner’s Workspaces, but not the other way round.
Plus and above users can invite people to workspaces. Any Workspace in your account that you have invited other people to will have a little people icon next to it:
To see which organizations you have been invited to, and quickly view those Workspaces, click your account avatar in the top right corner:
Now choose Switch organization to see what you're a member of:
Click on any Organization name to view the shared workspaces you are in. In this organization, I am a member of just one Workspace, Product Ad.
Notice that next to your account avatar, you will now see the name of the organization you are viewing.