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 and there are plenty of useful tools to explore to help you stay organized.
What can you do in workspaces?
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:
Edit – Loads your typeform in the Create panel, allowing you to make changes to it.
Preview – Opens your typeform in a new browser tab.
Duplicate – Makes a copy of the typeform. This is great if you want to reuse something you built without losing the original. Configurations such as Self Notifications and results are not duplicated in this process.
Results – Takes you to the Results panel from where you can access your results.
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!
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. You can rename the new workspace just by clicking on its name (“New workspace”) and calling it what you want.
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.
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 workplace 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.
Your typeform’s configurations and results are maintained in this process.