Looking for a way to organize your Tally forms? Tally Pro lets you group forms into workspaces and create folders within each workspace, so you can organize by team, client, project, or any structure that works for you. Invite team members to each workspace and manage their access rights.
✔️ Create unlimited workspaces
✔️ Organize forms into folders
✔️ Invite team members
Creating workspaces and folders is a Tally Pro feature.
How to create workspaces and add membersOrganizing forms with foldersTroubleshooting your workspacesFrequently Asked Questions
How to create workspaces and add members
Go to your Tally dashboard and click on the
+ next to Workspaces in the sidebar. Name the new workspace and click Create to create the workspace. 
Click the
… next to your workspace title to add new folders, rename the workspace, add members, or delete the workspace.
Learn more about inviting team members to your workspaces.
To reorder your workspaces, drag and drop them in the sidebar. You can also collapse and expand workspace sections in the dashboard by clicking the chevron arrow next to the workspace name. Tally saves your preference across sessions.
Organizing forms with folders
Within any workspace, you can create folders to group related forms together. Folders appear in the sidebar and dashboard, support nesting up to 10 levels deep, and can be renamed, moved, or deleted at any time.
To create a folder, click the Folder icon next to a workspace name in the sidebar, name your new folder, and select
Create. 
You can move a single form via drag and drop or move multiple forms by clicking
… next to the form and select Move. From there, choose a workspace or a folder within a workspace.
Troubleshooting your workspaces
If you’ve lost access to your workspace, please check with the owner of your organization. Team members can not access workspaces and forms if the organization’s owner doesn’t have Tally Pro. Any folders and their contents will also become inaccessible until Pro is restored or forms are moved back to a single workspace.
The owner of the organization can either upgrade to Tally Pro or move all forms to a single workspace to regain access. If the organization owner had forms saved across several workspaces, upon cancelling their Tally Pro plan, they’ll have the option to move all forms back to a single workspace.
If you still have issues accessing your workspaces, head to our support page, so we can assist you.
Frequently Asked Questions
What's the difference between a workspace and a folder in Tally?
A workspace is the top-level container. It has its own members and access settings. A folder lives inside a workspace and helps you group related forms together. You can nest folders up to 10 levels deep. Folder access follows workspace membership; there are no separate permissions per folder.
Can I move a form from one workspace to another?
Yes. Click
… next to a form and select Move, then choose the destination workspace or folder.How many folders can I create?
There's no limit on the number of folders. You can nest them up to 10 levels deep within a workspace.
Are folders available on the free plan?
No. Folders are a Tally Pro feature.