Moving a Project to a Workspace

Workspaces group forms, surveys, quizzes and calculators for your team. Use the workspace selector above Forms to choose Personal, All workspaces, or a named Workspace. Older layouts may refer to personal forms as My Forms.

Move one form

1. Open Forms in the main navigation.
2. Open the form’s actions menu and choose Move to Workspace.
3. Choose a Workspace you can access, or click Create workspace to make one.
4. Click Move to confirm.

Move several forms

1. In Forms, use the workspace selector, search and filters to find the forms.
2. Tick the checkbox beside each form you want to move.
3. Click Move in the selected-items action bar.
4. Choose the destination Workspace and click Move.
5. Read the outcome notification and check that every intended form appears in the destination.

See Bulk Actions for Forms and Email Campaigns for selection, partial failures and the other bulk actions.

What changes when you move a form?

Moving changes the form’s Workspace assignment. It keeps the existing form, responses and reports, rather than deleting or duplicating them. Workspace members can access the form and its results; check the destination’s membership before sharing sensitive work.

Moving into a Workspace replaces older individual collaborator invitations with Workspace access. Add the people who still need access to that Workspace.

The My Forms (no workspace) option removes the Workspace assignment. It does not transfer the form to your account or another team member.

Linked email campaigns and Actions

When you move a form, its linked email campaigns automatically follow it into the same Workspace, or out of the Workspace if you choose the no-workspace option. This includes linked reminders. The campaign’s link to the form stays the same; the Workspace move changes who can access the campaign. Check the destination’s membership before moving campaigns with recipient or delivery history. Moving a campaign separately in Mailings does not move its linked form. A campaign without a Workspace is available across your Organization, so a campaign that follows a form out of a Workspace can become visible to more colleagues.

A form’s Actions remain available after a move. Their steps use connections available to the form’s current Workspace. If a connected app is not shared with the destination, review the unavailable or needs-attention step and choose a suitable connection.

Handing over a departing member’s work

Move the member’s private forms into a shared Workspace and verify access from an account that will remain. When you delete the member through Manage team members, Shout reassigns their Workspace forms and surviving reports to the primary account owner. Private forms outside Workspaces are deleted with the member, even if individually shared with colleagues. Follow the member-removal checklist and review the deletion preview before confirming.

Workspaces are separate from Labels. Labels help filter your search; a form has one Workspace assignment at a time.