Move a workflow into a project to keep the Workflows list sortable, or take it out of one. "Projects only group workflows. Moving one changes nothing about how it runs."

Who can do this

  • Workspace role: Admin or Editor.

Before you start

The workspace needs at least one project. Until it has one, the move button is not shown. See Group workflows into projects.

Steps

  1. Select Workflows in the top bar.
  2. On the workflow's row (or card), select the move button (Move to a project).
  3. A box opens: Move “Weekly sales summary”. In Into project, choose a project — or Ungrouped to take it out of every project.
  4. Select Move workflow. (Select Cancel to leave it where it is.)

The message Workflow moved says "“Weekly sales summary” is in Finance now." — or "is ungrouped now."

What happens next

The row shows its new project at once. The workflow keeps its versions, runs, schedule and switch exactly as they were.

Good to know

  • A workflow is in one project at most.
  • To start a new workflow straight into a project, choose that project in the Project filter on Workflows, then select + New workflow.
  • Making a copy of a workflow lets you choose the project for the copy.