How to Collaborate on Projects

Projects (forms, surveys, quizzes and calculators) are shared with your team through Workspaces rather than by inviting a collaborator to a single project. Move a project into a shared Workspace, and everyone with access to that Workspace can see and edit it.

Important: Only members of your Organization can be added to a Workspace. If you want to collaborate with someone outside your Organization, you must invite them to join your team first — see How to invite people to your Organization.

Understanding Workspaces

On the Forms dashboard, the left-hand sidebar lists your Workspaces alongside All Forms and My Forms:

My Forms — projects that belong only to you. Other team members can’t see these unless you move them into a Workspace.
A named Workspace (e.g. “Test Workspace”) — a shared folder. Projects placed here are visible to that Workspace’s members.

Some Workspaces are set so that all team members automatically have access; others restrict access to specific people, who are added individually.

Moving a project into a Workspace

From the Forms dashboard, hover over the project you want to share.
Open its actions menu and choose Move to workspace.
Select the Workspace to move it into (or create a new one).

Managing who can access a Workspace

In the sidebar, click the ⋮ (more) icon next to the Workspace name.
Select Members.
From here you can search for existing team members and groups to add, or click Invite by email to invite a new team member (they’ll be added to your Organization, and gain access to the Workspace once they accept).

Creating a new Workspace

In the sidebar, click the + icon next to Workspaces.
Enter a name (and optional description) for the Workspace, then click Save.