Managing Projects

Projects organize your pipelines by business unit/use case.

Create New Project

1. Projects nav → New Project

2. Name: \”Q1 Customer AI\”

3. Description: Business goal

4. Space: Select team space

5. Create

Project Interface

📁 My Projects List:

– Card: Name, Pipelines count, Last run

– Actions: Edit | Delete | Share | Export

Organize Pipelines

1. Open Project → Add Pipeline

2. Drag from Designer or Load Template

3. Save → Auto-saves to project

Sharing & Permissions

Share button → Invite by email/role

– Roles: Viewer (monitor), Editor (modify), Owner

Business Example: Marketing project with content-gen + social-monitor pipelines.

← Dashboard | Building Pipelines →