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Meet your workspace

Discover the ins and outs of your Formaloo workspace. navigation, features, and customization options.

42 articles

Articles

What is a workspaceFormaloo workspace is where you can conduct surveys, collect data, analyze data, create custom CRM or dashboard and more.
Workspace control panelWorkspace control panel where to search formaloos, import new data from Excel or Google Sheets, upgrade plan and more profile settings.
Workspace planWorkspace plan is the Formaloo subscription that you are using.
How to find, understand, and manage your Workspace settingsWorkspace settings is where you can view your plan, change your subdomain, and add your logo.You can also delete your workspace here.
How to search in your workspaceLearn how to quickly search for forms or apps in the Formaloo dashboard with this simple step-by-step guide. Find what you need in seconds.
How to create a new workspaceManage workspaces easily from the dashboard sidebar. Create separate workspaces for each team, with its own members, settings, and plan.
How to delete a workspaceManage your workspaces with ease and remove unnecessary ones quickly.
How to create or delete a folder in your workspaceLearn how to create and delete a folder in a workspace.
How to switch between workspaces and know which one you're inYour Formaloo account can give you access to multiple workspaces. Here's how to switch between them.
How to add team members to your workspace (or invite them to join)Invite collaborators to your Formaloo workspace so they can access and work on your projects together. The number of seats you have depends on your plan, and you control what…
Profile settingsEdit workspace details, custom domain, add/invite team members, view billing & API keys - all under your profile picture.
How to move a project from one workspace to another in FormalooLearn how to move a project to another workspace in Formaloo without losing data, forms, or workflows, and keep your organization clean and structured.
How to set a workspace timezoneSet a timezone for your workspace so all system-generated timestamps display correctly for your organization.
How to see all your forms in one place in FormalooLearn how to see all your forms in one place in Formalo, without opening individual projects. This guide covers how to switch to the Forms view in a folder, manage…
How to find and delete unused forms with Workspace Cleanup

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FAQs27 articlesFind answers to frequently asked questions about managing Formaloo workspaces.
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Formaloo OI is the Operations Intelligence platform that helps organizations collect, understand, and act on the information that powers their operations. Trusted by 35,000+ businesses, Formaloo powers online forms, surveys, client portals, documents and e-signatures, approval workflows, dashboards, and custom business applications, all within one secure, governed platform.
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By combining an agent-first platform with a forward-deployed team, Formaloo helps enterprises redesign, automate, and continuously improve critical processes across their people, systems, data, and AI agents. Formaloo is EU-hosted by default, with data residency, private-cloud, and self-hosted deployment options, and is designed to support GDPR, HIPAA, and PCI DSS requirements.