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Workspaces β€” organize your surveys in Folders πŸ“

Learn how to create and use Workspaces in Zonka Feedback and organize your surveys easily.

Sonika Mehta avatar
Written by Sonika Mehta
Updated over 3 years ago

You may be creating and managing different types of surveys in Zonka Feedback targeted to other respondent groups or related to various departments.

To organize and manage your surveys with ease, you can use Workspaces. Workspaces are custom folders where you can categorize and save your surveys.

Creating a new Workspace

To create a new Workspace, follow the steps below.

  1. Go to your Zonka Feedback Web Admin home page here.

  2. Click on 'Add Workspace' from the left section.

  3. A pop-up will appear to choose a name for the new Workspace you're creating. Add a name for your Workspace and click on the 'Add' button.

  4. Once done, your Workspace would be added immediately and would be available in the left section.

Where are all your Surveys?

All Surveys you created prior to the Workspaces features have been moved to the Default Workspace. You can move the surveys to another Workspace if you'd like.

Adding Surveys to a Workspace

You can add surveys to any Workspace right when you're creating a new survey or afterward.

To add a new survey to a Workspace, follow the steps below.

  1. Go to your Zonka Feedback Web Admin home page here.

  2. Click on any Workspace where you'd like to add a new survey in.

  3. Click on the 'Add Survey' tile on the right side.

  4. A pop-up will appear to enter details for the Survey. Enter the details and create your new Survey in the chosen Workspace.

To add an existing survey to a Workspace, follow the steps below.

  1. Bring your mouse over to the Survey you'd like to add to a Workspace.

  2. Click on the More icon on the extreme right of the Survey name. A drop down with appear.

  3. Choose 'Move to' from the dropdown. A pop-up will appear to select from existing Workspaces.

  4. Choose the Workspace from the dropdown to which you'd like to move the Survey.

Moving Surveys from one Workspace to another

To move Surveys from one Workspace to another Workspace, follow the steps below.

  1. Go to Survey List.

  2. Bring your mouse over to the Survey you'd like to change the Workspace for.

  3. Click on the More icon on the extreme right of the Survey name. A drop down with appear.

  4. Choose 'Move to' from the dropdown. A pop-up will appear to select from existing Workspaces.

  5. Choose the Workspace from the dropdown to which you'd like to move the Survey.

Searching Workspaces

If you have a lot of Workspaces, you may sometimes need to search. To search for a Workspace, do as below.

  1. Go to your Zonka Feedback Web Admin home page here.

  2. On the left side, you will see a search box, 'Search Workspaces'.

  3. Type in the Workspace you're searching for, and your results will be visible in the list of Workspaces.

What is Pinned Surveys in Workspaces?

Pinning your Survey allows you to draw attention to it on your Dashboard instantly. You can pin any (and as many) surveys as you like from your Survey List.

All your Pinned Surveys will be visible when you click on 'Pinned Survey' inside Workspaces on Dashboard and Survey List View.

Renaming a Workspace

You may want to rename your Workspace at times. You can do it easily in your Zonka Feedback account.

To rename your Workspace, follow the steps below.

  1. Go to the Survey List.

  2. Click on the More icon next to the Workspace name on the top. A dropdown will appear. Choose Rename from there.

  3. In the popup, rename the Workspace and click on Save.

Deleting a Workspace

While working on your Surveys, you may want to Delete or Remove a Workspace. You can do that in your Zonka Feedback account.

To delete a Workspace, first remove all the surveys in that Workspace.

To delete your Workspace, follow the steps below.

  1. Go to the Survey List.

  2. Click on the More icon next to the Workspace name on the top. A dropdown will appear. Choose Delete from there.

  3. In the popup, confirm the same, and your Workspace will get deleted.

Please note: If there is any survey still in the Workspace, then the Workspace cannot be deleted.

FAQs about Workspaces

What can you do in a Workspace?

You can create Workspaces and can add multiple surveys to Workspaces. Workspaces are folders that help you organize your surveys better for your team to access.

How many workspaces can you create in your account?

You can create unlimited Workspaces in your Zonka Feedback account.

Workspaces are available in which Zonka Feedback plan?

Workspaces are available in all Zonka Feedback plan.

Can a survey be a part of multiple Workspaces?

No, one Survey can only be a part of a single Workspace.

Which User (Team Member) can create, rename, and delete Workspaces?

User Type

Create

Move To

Rename

Delete

Admin

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View & Respond

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View Only

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