Creating a Project
Projects are the top-level container for all your workflows. Creating one takes under a minute — name it, describe it, and you are ready to add workflow processes inside.
Opening the New Project Dialog
From the dashboard, click the + New Project button at the top of the Projects panel. The New Project dialog opens as a modal overlay.
Project Fields
| Field | Required | Description |
|---|---|---|
| Name | Yes | A short, memorable identifier. Must be unique within your tenant. Max 100 characters. |
| Description | No | A human-readable explanation of what workflows this project contains. Shown on the project card. |
| Icon / Colour | No | Optional visual identifier. Choose from a set of icons and a colour swatch for the project card. |
| Default Access | Yes | Who can see this project: Private (only invited members), Tenant (all users in your tenant), or Public (read-only for everyone). |
Step-by-Step
Enter a Name
Type a descriptive name. The system checks uniqueness in your tenant as you type — a red border appears if the name is already taken.
Add a Description (Optional)
A one or two sentence description helps team members understand the project's scope without opening it.
Set Default Access
Choose Private if this is sensitive automation. Choose Tenant if all staff should be able to view (but not edit) the workflows.
Click Create
The project is created via POST /api/v1/flow-studio/projects. The dialog closes and the new project appears selected in the Projects panel. The Processes panel is now empty and ready.
Managing Members
After creation, you can invite colleagues to the project. Click the overflow menu (⋮) on the project card and select Manage Members.
| Role | Can View | Can Edit Workflows | Can Invite Members | Can Delete Project |
|---|---|---|---|---|
| Owner | Yes | Yes | Yes | Yes |
| Editor | Yes | Yes | No | No |
| Viewer | Yes | No (read-only canvas) | No | No |
Editing and Deleting a Project
Use the overflow menu to edit the name, description, and access settings at any time. Deleting a project is a permanent action that also deletes all Processes and ProcessThreads inside it. The system requires you to type the project name to confirm deletion.