Creating workspaces

Looking for a way to organize your Tally forms per team, topic or client? Tally Pro allows you to group your forms in workspaces, invite team members and manage access rights for every workspace.
✔️ Create unlimited workspaces
✔️ Organize forms
✔️ Invite team members
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Creating workspaces is a Tally Pro feature.


How to create workspaces

Go to your Tally dashboard, scroll down and click Create a workspace
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Name the workspace and click Complete to create the workspace.
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Click Create a form or move existing forms to a workspace by clicking the three dots next to your form titles in the dashboard. To move a workspace, simply drag and drop it in the sidebar.
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Adding members to a workspace

Click the arrow next to your workspace title to rename, delete or add members.
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Learn more about inviting team members to your workspaces.

Move forms between workspaces

To move a form, click the three dots icon next to the form title in your dashboard → Move to workspace.

Workspace troubleshooting

I lost access to my workspace

Team members can not access workspaces and forms without Tally Pro. Please check with the owner of you organization.
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The owner of the organization can either upgrade to Tally Pro or move all forms to their own workspace to regain access.
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