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

Use the workspace selector above the Forms table:

• Personal shows your forms without a Workspace (called My Forms in older layouts).
• All workspaces shows the forms available to you across those scopes.
• A named Workspace shares its forms with the people who can access that Workspace.

Some Workspaces give all team members access automatically; others use individual members or groups. Organization Admins have access to every Workspace.

Moving forms into a Workspace

Open a form’s actions menu and choose Move to Workspace, select the destination and click Move. To share several forms, tick their checkboxes and use Move in the selected-items action bar.

See Moving a Project to a Workspace for the full steps. Moving a form into a Workspace replaces its older individual collaborator invitations with Workspace access, so include everyone who still needs access in the destination’s membership.

Managing who can access a Workspace

1. Open the workspace selector above Forms and choose Manage workspaces….
2. Find the Workspace, open its ⋮ menu and choose Members. This menu is available to Workspace managers and Organization Admins.
3. Search for team members and groups to add, or use Invite by email to invite a new team member. They gain the assigned access after accepting the invitation.

Creating a new Workspace

Open the workspace selector and choose New workspace…. Enter a name and any other details, then click Save. You can also use Create workspace in the move dialog.

Before a team member leaves

Move the member’s private forms into a shared Workspace and verify access from an account that will remain. Their linked email campaigns follow the form’s Workspace. When you delete the member, their Workspace forms and surviving reports are reassigned to the primary account owner; private forms left outside Workspaces are deleted. Follow Removing Users from an Organization and review the deletion preview before confirming.