Surveys & Reports in Workspaces

Surveys & Reports in Workspaces

You can add your surveys and reports to a workspace and work on them together with your team. Working together saves time, increases productivity and it's fun!

Once a survey or report has been added to a workspace, it is accessible and editable to all workspace members. You are always able to remove your survey/reports, however, administrators can remove anything they want, even if they don't own it.

There's a limit of 100 items (surveys or reports) per workspace.

Add Surveys & Reports to Workspaces

To add surveys and reports to a workspace, all you have to do is:

  1. Navigate to the workspace you want to add surveys/reports in.
  2. Click on the add surveys/reports icon ().
  3. Choose whether you want to include surveys or reports.
  4. Select the survey(s) or report(s) you want to include and click include.

Remove Surveys & Reports

You're the owner of your own content, which means that once you exclude your surveys and reports from a workspace, workspace members won't be able to access or edit them.

To remove surveys and reports to a workspace, all you have to do is:

  1. Navigate to the workspace you want to remove surveys/reports from.
  2. Select the surveys(s) and/or report(s) you want to remove.
  3. Click the actions menu and select exclude.
  4. A dialogue box will pop up asking if you're sure, if you are, click exclude.

Excluding a survey or report does not delete it, it simply removes it from a workspace. Once removed, workspace members will not have access to the surveys/reports anymore.

Organize Surveys with Workspaces

We're guessing you're here because you have tons of surveys and reports and have lost control/overview. Do not despair, we have the solution: workspaces.

Workspaces allow you to share your surveys and reports with your team. Moreover, you can filter through workspaces in your survey and report libraries, making them excellent for organizing your content. In short, you can think of them as folders.

  1. If you want to find a survey, click on the surveys area (SurveyAreaIcon.png). If you want to find a report, click on the reports area (ReportsAreaIcon.png).
  2. Click on library in the side menu.
  3. On the right corner of your library, you'll see a dropdown menu called workspaces. Open the dropdown menu and select all the workspaces you want to filter by.
  4. The surveys/reports in those workspaces will appear in your library.

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