Projects group workflows in a workspace — one for finance, one for sales. Moving a workflow between projects only changes where it is listed. It keeps running exactly as it did.

Who can do this

Workspace Admins and Editors. Viewers do not see Move to a project.

Before you start

The workspace needs at least one project. Until it has one, Move to a project does not appear. See Grouping workflows into projects.

Steps

  1. Select Workflows in the bar at the top of the page.
  2. On the workflow's row, select Move to a project (the arrows).
  3. The dialog Move “…” says Projects only group workflows. Moving one changes nothing about how it runs.
  4. In Into project, choose the project — or Ungrouped to take it out of every project.
  5. Select Move workflow. The button reads Moving while it works.

A toast says Workflow moved — “…” is in Finance now. or “…” is ungrouped now.

What happens next

  • The Project column shows the new project at once.
  • If you were looking at one project in the filter, a workflow moved out of it leaves the list.
  • Nothing is published, switched on or off, or changed in the workflow.

Good to know

  • A workflow is in one project at most.
  • You can also choose a project when you make a copy (Into project in Copy a workflow) or import a file (see Import workflows from a file).
  • A new workflow is made in whichever project you are looking at in the filter.

If something goes wrong

What you see Why What to do
Move to a project is not on the row The workspace has no projects, or you are a Viewer. Create a project first, or ask an Admin or Editor.
Something went wrong — Nothing was changed. Try again. The move was not saved. Try again.