Projects

A workspace can contain one or more projects. Projects are a way to organize your workflows into specific groupings or categories.

Getting started with projects

Creating projects

To create a new project, first open the Projects section in the dashboard.

Then click Create project to start a new project.

Enter in your desired name for the project in the prompt, then click Create.

That’s it, you now have a dedicated new project created within your workspace. Now you can create workflows within this project, or move workflows into it or create folders for further organization.

Creating folders and workflows in projects

Within a given project, you can create folders for your workflows.

Open your project, and then click the New button for a dropdown to create a workflow in your current project.

Folders can also contain sub-folders, which allows you to create a filing system to organize your workflows.

Moving workflows into folders

To move workflows into folders, simply drag and drop the workflow into the folder.

You can move workflows or folders up a level by dragging and dropping the workflow to the folder icon at the top of the list.

Importing workflows into projects

To import a workflow from the general Workflows area of your dashboard into a project:

1. Open the Workflows area in the dashboard
2. Select one or more workflows you’d like to import into a project
3. Click Move in the top right and select a project to move them to

Moving workflows between projects

To move a workflow from one project to another project, first check the workflow and then click Move to open a dropdown of projects. Select the project to move this workflow to, and click Move once more to complete the move.

Finding your project’s ID

Visit your project’s Settings and copy the project ID.

Access Controls

The projects list view contains Owner and Access columns.

Owner indicates who within the workspace owns each project. This is typically the person who created the project.

Access indicates which workspace members have access to each project, and this can be displayed as “me”, “Workspace”, or “N members”.

Permissions

Workspace owners and admins are able to perform all actions in projects, whereas workspace members are restricted from performing certain actions in projects.

Managing access

You can easily modify the access rules for a project directly from the project list view, either by clicking the access badge in the project row (fig 1) or clicking the 3 dots to open the action menu, then selecting Manage Access (fig 2).

Via the access badge (fig 1):

Via the action menu (fig 2):

From here, a slideout drawer reveals the access management configuration:

Toggle the Restrict access to this project switch to manage access:

Select specific members of the workspace to grant access:

You can always see who has access and remove access if necessary:

Project variables and secrets

Environment variables defined at the global workspace level are accessible to all workspace members and workflows within the workspace. To restrict access to sensitive variables or secrets, define them at the project-level and configure access controls for the project.

See here for info on creating, managing, and using environment variables and secrets.

Frequently Asked Questions

Can sources and connected accounts be organized into projects as well?

At this time no, but that is on our roadmap. Projects will eventually contain all the resources needed for a complete system of workflows to work together.

Can projects be synchronized to a Github repository?

Yes, please read here for more information on the Github synchronization feature for projects.

Can I configure which members in my workspace have access to individual projects?

Yes! Learn about managing access here.