Create a project
1
Open the project list
Use the project switcher and choose the option to view your projects.
2
Create the project
Select Create Project, enter a name, and confirm. The person who creates
the project starts with Editor access.
3
Create a workflow
Open Workflows, select Create a Workflow, and choose the trigger
that should start it. Workflow creation is trigger-first; there is not a
workflow template picker.
What belongs to a project
Moving a workflow between projects is not available. Create the workflow in
the project whose integrations, variables, team, and billing it should use.
Switch projects
Open the project switcher from the dashboard sidebar, search by project name, and choose a project. When possible, the switcher keeps you on the equivalent dashboard section—for example, switching from one project’s Variables page opens Variables in the destination project. The P shortcut opens the project switcher when focus is not inside another input.Organize workflows with folders
The Workflows page supports nested folders. Create a folder, create subfolders from its menu, and drag workflows between folders or back to the project root. Deleting a folder does not delete its workflows:- Workflows in a nested folder move to the deleted folder’s parent.
- Workflows in a top-level folder move back to the project root.
- Nested folders inside the deleted folder are removed.
Rename a project
Open the project overview, select the project name or its menu, and choose Rename Project. Renaming changes the project label without changing its workflows, integrations, or URL identifier. Only an Editor can rename a project. See Team and permissions for role details.Delete a project
Project deletion permanently removes the project and its associated workflows, runs, variables, integration links, invitations, and other project data. It also cancels an active usage subscription for that project. An Editor can delete the project from the project overview menu. Because Editors have broad project control, grant that role only to trusted teammates.Troubleshooting
A project is missing from the switcher
A project is missing from the switcher
The switcher lists only projects where your account is a member. Confirm
that you accepted the invitation while signed in with the invited email
address and that another Editor has not removed you.
My workflow folders are different on another device
My workflow folders are different on another device
This is expected. Folder organization is local to each browser. Search for the
workflow by name, then recreate any local folder structure you want on that
device.
I cannot rename or delete the project
I cannot rename or delete the project
Those actions require Editor access. A Viewer can inspect project resources
but cannot change project settings.