> ## Documentation Index
> Fetch the complete documentation index at: https://help.weavely.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Workspaces

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If you've built more than a handful of forms in Weavely, scrolling through them every time you need one gets old fast. **Workspaces** let you group related forms together, think folders for your forms, so your dashboard stays clean and you can move between projects, clients, or campaigns in a single click.

This guide walks through everything you need to know.

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## What is a workspace?

A workspace is a container that holds a set of forms. You can have as many workspaces as you like — for example, one per client, one per campaign, or one per use case (lead gen, events, feedback). Every form lives inside exactly one workspace at a time, and you can move forms between workspaces whenever you want.

You'll find the workspaces menu on the **left side of your Weavely dashboard**.

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</Frame>

## Create a new workspace

<Steps>
  <Step title="Open your dashboard">
    Sign in to Weavely. The workspaces menu sits on the left side of the dashboard.
  </Step>

  <Step title="Click '+'">
    The button is at the top of the workspaces menu.
  </Step>

  <Step title="Name your workspace">
    Give it a descriptive name. You can rename it later if needed.
  </Step>

  <Step title="Confirm">
    Click **Create**. The new workspace appears in the left menu and opens automatically.
  </Step>
</Steps>

## Add forms to a workspace

There are two ways to put a form into a workspace.

### Create a new form inside the workspace

When you're inside a workspace and click **Create new form**, the new form automatically lands in that workspace, no extra step needed. This works whether you start from a blank form, a template, or by prompting Weavely's AI.

### Move existing forms with drag and drop

Already have forms scattered around? Reorganizing is quick:

<Steps>
  <Step title="Open the workspace where the form currently lives">
    For example, your default workspace.
  </Step>

  <Step title="Click and hold any form card">
    Grab the card you want to move.
  </Step>

  <Step title="Drop it onto the target workspace">
    Drop it on the workspace name in the left menu. The form moves immediately.
  </Step>
</Steps>

## Rename a workspace

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If you made a typo or your project's scope changed, renaming takes two clicks:

<Steps>
  <Step title="Open the workspace">
    Click the workspace name in the left menu.
  </Step>

  <Step title="Open the three-dot menu">
    It sits at the top of the workspace view.
  </Step>

  <Step title="Select 'Rename'">
    Type the new name and confirm.
  </Step>
</Steps>

## Delete a workspace

<Warning>
  **Deleting a workspace also deletes every form inside it.** This action is permanent and cannot be undone. Move any forms you want to keep into another workspace *before* deleting.
</Warning>

To delete a workspace:

<Steps>
  <Step title="Open the workspace you want to remove" />

  <Step title="Open the three-dot menu at the top" />

  <Step title="Select 'Delete'">
    Read the confirmation pop-up carefully, it lists what will be removed.
  </Step>

  <Step title="Confirm">
    Once confirmed, the workspace and all the forms it contains are gone.
  </Step>
</Steps>

## Tips for staying organized

* **One workspace per client or project.** This is the most common setup for agencies and freelancers.
* **Use clear names.** "Acme — onboarding" reads better than "Workspace 3" when you have a dozen of them.
* **Reorganize as you go.** Workspaces aren't permanent. Move forms around whenever your work shifts.
* **Review quarterly.** A quick check of which workspaces are still active keeps your dashboard fast and easy to scan.