Looking for a way to organize your Tally forms? Tally Pro lets you group forms into workspaces and create folders within each workspace, so you can organize by team, client, project, or any structure that works for you. Invite team members to each workspace and manage their access rights.

✔️ Create unlimited workspaces

✔️ Organize forms into folders

✔️ Invite team members

PRO.png

<aside> <img src="/icons/flash_pink.svg" alt="/icons/flash_pink.svg" width="40px" /> Creating workspaces and folders is a Tally Pro feature.

</aside>



How to create workspaces and add members

Go to your Tally dashboard and click on the + next to Workspaces in the sidebar. Name the new workspace and click Create to create the workspace.

Clicking the + next to Workspaces in the sidebar, naming the workspace, and clicking Create

Click the next to your workspace title to add new folders, rename the workspace, add members, or delete the workspace.

Workspace context menu showing options to add folder, rename, add members, and delete

<aside> <img src="/icons/graduate_blue.svg" alt="/icons/graduate_blue.svg" width="40px" /> Learn more about inviting team members to your workspaces.

</aside>

To reorder your workspaces, drag and drop them in the sidebar. You can also collapse and expand workspace sections in the dashboard by clicking the chevron arrow next to the workspace name. Tally saves your preference across sessions.