Teams

Moving your existing Forms, AI Agents, Boards, and other assets to Teams helps keep everything organized and accessible to your team. It simplifies collaboration, provides better control over resources, and removes the need to manage individual...

A consistent organization system helps team members quickly find the assets they need. Below, we’ll go through a few recommended structures based on different ways of working,  Best Practices Using labels, you and your team can organize...

Labels help you categorize and organize items in your workspace so you can quickly filter and find what you need. You can apply labels to any asset stored in the team workspace. Adding a New Label First, in the Team Workspace, in the...

A Team Workspace is a shared area where groups in your organization can work together on Forms, Tables, Apps, and Workflows. It allows members to access and manage shared resources in one place, making it easier for teams and departments to stay...

You can create a Team Workspace either directly from the Workspace menu or through the Admin Console, depending on your role and permissions. Create a Team Workspace from the Workspace Menu To create a team from the Workspace menu, the...

Server Admins can view and manage all Team Workspaces in the organization. There are two primary ways to access and interact with teams: through the All Teams page in the workspace interface or through the Admin Console. Managing through the...

This guide explains how to access all teams in the organization and how to navigate them. How to Access Teams You can access Team from My Workspace, by clicking All Teams on the right side of the top bar. Exploring the Teams...

Team owners and managers can add people to a Team Workspace to collaborate on shared forms, data, apps, and workflows. Members can be invited individually, in bulk, or through a shareable link. Invite Members from the Team Workspace Invite...

This guide explains how to view Team Members, adjust roles, and remove users within a Team Workspace. Member management features are available to users with the appropriate administrative permissions. Depending on your organization’s...

The Team Workspace brings all of your team’s content together in one place. This section walks through how to access a workspace and navigate the tools that help you manage its assets. Accessing a Team Workspace In My Workspace, you’ll...

This guide explains how to create new forms directly inside a Team Workspace, ensuring all team assets stay organized and accessible to the right members. Before creating anything, make sure you're working inside the correct team:  First, in...

Users with editing permissions (Team Admin, Creator) can modify Forms within their Team Workspace. Since Team Workspaces are accessed through the My Workspace page, you can edit Team Forms from there. Let’s do it: In the My Workspace page,...

You can view Submissions for Assets stored in a Team Workspace in multiple different ways. Take a look at the options below to see which one best fits your needs.. Viewing Submissions in Inbox First, in the Team Workspace, hover your...

You can view Workflows stored inside your Team Workspace directly from your team workspace page. Here’s how: First, in the Team Workspace, click on the Filter dropdown in the toolbar. Next, in the dropdown, uncheck all Asset types...

You can view AI Agents stored inside a Team directly from your Team Workspace. Here’s how to do it: First, in the Team Workspace, click on the Filter dropdown in the toolbar in upper right side of the screen. Next, uncheck all...

The workflow toolbar shows different actions depending on your role in the team and how many workflows you select at once. When you select a workflow, you may see one or more of the following options: Label As – Assign a label to the...