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Projects

App page

The Projects page is where you create, import, open, and manage projects. Each project is a workspace containing workflows, pipelines, and saved artifacts (nodes, actions).

Create a new project

  1. Click New Project
    From the Projects page, or from the Dashboard via Quick Actions > New Project.
  2. Choose a creation method
    Empty Project (default) creates a minimal canvas with a Start node only. Starter Project creates a starter graph (Start, Source, Target, Decision, two Targets). Import Project creates a new project from a previously exported file.
  3. Fill the form
    Project Name, Project Type (Standard vs Library, if enabled), Description (optional).
  4. Click Create and Open
    The canvas opens; you can start dropping nodes immediately.

Fast create: the app supports /projects?intent=create, which opens the same create modal directly from dashboard and launcher flows.

Export / import a project

  • Export: in the Projects table, use the Download / Export action to download a project file.
  • Import: in New Project, pick Import Project and upload the exported file.

Import creates a new project copy. Connection references may be excluded or remapped depending on scope; do not assume imported projects have valid environment connection settings until verified.

Clone a project or workflow

  • Project cloning creates a new project copy with its own nodes/actions, no references to the original.
  • Workflow cloning duplicates nodes / edges / actions within a project, typically suffixing names with "Copy". Connections are not duplicated by default; actions are duplicated as new records to avoid cross-workflow coupling.

Edit a project's name and description

On the project detail page header, click the project name itself or the small pencil icon next to it. The Edit Project modal opens with Name and Description fields. The pencil and the clickable name are disabled when your role does not have write access (Viewer / Auditor).

Project detail header

  • Shows the project name (clickable to edit) + description.
  • "Last execution" badge links to the associated Runtime Execution record.
  • Project Explorer in the sidebar lists workflows, pipelines, connections, and saved actions for the project.

Project detail pages support deep-link navigation to a specific workflow or pipeline via query parameters. Jobs links use these to land you directly on the right canvas.