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
Creating workspaces is a Tally Pro feature.
How to create workspacesAdding members to a workspaceMove forms between workspacesWorkspace troubleshootingI lost access to my workspace
Go to your Tally dashboard, scroll down and click
Create a workspace
Name the workspace and click
Completeto create the workspace.
Create a formor 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.
Click the arrow next to your workspace title to rename, delete or add members.
Learn more about inviting team members to your workspaces.
To move a form, click the three dots icon next to the form title in your dashboard →
Move to workspace.
Team members can not access workspaces and forms without Tally Pro. Please check with the owner of you organization.
The owner of the organization can either upgrade to Tally Pro or move all forms to their own workspace to regain access.