When working with multiple teams or organizations, it is easy to create a project in the wrong workspace. Formaloo’s Move Project feature lets you transfer a full project to another workspace in seconds, without rebuilding anything or losing data.
This feature helps teams stay organized, reduce mistakes, and manage multiple workspaces with confidence.
ℹ️ Included in plan: Free, Pro, Team
What this feature is and why it matters
The Move Project feature allows you to move an entire project from one workspace to another.
When a project is moved, everything moves with it, including:
Forms and pages
Submissions and responses
Logic and workflows
User directories
Connected dashboards
This is especially valuable when:
A project is created in the wrong workspace by mistake
Your company manages multiple organizations or departments
A test project is ready to move into a production workspace
Teams are being restructured and projects need reorganization
Instead of recreating forms or copying data manually, you can move the project safely in a few clicks.
💡Pro Tip: Curious how workspaces, portals, and access control connect? Learn how to create a portal and manage users’ access.
Step by step: how to move a project to another workspace
Follow these steps from your Formaloo homepage.
Step 1: Open the project menu
Go to your Homepage
Find the project you want to move
Click the three dot menu on the project card
Step 2: Select Move
From the dropdown menu, select Move
Step 3: Choose destination settings
In the popup modal, choose:
Workspace:
Select the workspace you want to move the project to.Folder:
Select the folder inside the destination workspace.
If no folder is selected, the project will be placed on the home page of the destination workspace.
Step 4: Confirm the move
Click Move
The project is moved instantly
All forms, responses, logic, dashboards, and user directories are transferred with the project.
💡 Pro Tip: Want to recreate a project instead of moving it? Learn how to recreate any form from a URL with Magic Import.
What happens after a project is moved
After moving a project:
All existing submissions remain available
Logic rules and workflows continue to work
Dashboards stay connected to the project
User access follows the destination workspace rules
No additional setup is required, but it is recommended to review access permissions in the new workspace.
💡 Pro Tip: Want to fine-tune how users move through your forms after restructuring a project? Learn how to skip pages or sections in classic forms using logic.
Use cases across teams and industries
🐾 Veterinary clinics and pet services
A pet registration project is created in a test workspace and later moved to the clinic’s main workspace without losing submissions or intake data.
👉 Template: Pet Registration and Veterinary Intake Form
🎨 Marketing and customer experience teams
An NPS campaign dashboard starts in a temporary workspace and is moved to the company analytics workspace once reporting is finalized.
👉 Template: NPS Campaign Reporting Dashboard
✍️ Education and nonprofit organizations
A scholarship application project is built by one team and later moved to the official organization workspace before launch.
👉 Template: Scholarship Application Form
Wrap up
The Move Project feature in Formaloo makes it easy to keep workspaces clean and organized as your team grows. You can move projects between workspaces without losing data, logic, or dashboards, saving time and preventing costly mistakes. It is a simple but powerful way to stay flexible and organized across teams and organizations.
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Frequently Asked Questions
Can I move a project without losing submissions?
Yes. All submissions, logic, dashboards, and settings move together with the project.
Who can move a project?
Only users who have access to both the source and destination workspaces can move projects.
Can I move a project to any workspace?
You can move a project only to workspaces where you have permission.
What happens to user access after moving a project?
User access follows the destination workspace’s permission settings.
Can I choose a specific folder in the destination workspace?
Yes. You can select a folder or leave it empty to place the project on the workspace home page.
Is this feature available on all plans?
Yes. The Move Project feature is available on Free, Pro, and Team plans.
Can I move a project back if I change my mind?
Yes. You can move the project again to another workspace at any time.
Are dashboards affected by moving a project?
No. Dashboards connected to the project continue to work normally.
Can I move multiple projects at once?
No. Projects are currently moved one at a time.
Should I move a project or recreate it?
Moving a project is recommended because it preserves all data and workflows without manual setup.