Projects

Projects in Lleverage serve as organizational containers that help you manage workflows and insights for your organization. They allow you to group related workflows, manage access permissions, and view analytics specific to each project.

Key Features

• Group related workflows in a logical structure

• Project-specific analytics and logs

• Role-based access control for team members

• Customizable project names and emoji icons

• Easy switching between different projects

How to Create a New Project

1. Click on the project selector in the bottom left corner of the screen

2. Select "Create New Project" from the dropdown menu

3. Enter a descriptive title for your project

4. Select an emoji icon to visually identify your project

5. Optionally, add team members from your organization

6. Click "Create Project" to finalize

💡 Choose project names that clearly indicate the purpose or team the project belongs to, such as "Marketing Automations" or "Customer Support Workflows."

How to Add Members to a Project

1. Create a new project and add members during creation, OR

2. For existing projects, click the project selector in the bottom left corner

3. Click the people icon next to the selected project

4. In the Project Settings panel, select the "Project Members" tab

5. Add members from your organization to the project

6. Assign appropriate roles (Project Member or Project Owner)

⚠️ Users must be members of your organization before they can be added to projects. For more details, see the "Sharing Workflows" documentation page.

How to Switch Between Projects

1. Click on the project selector in the bottom left corner of the screen

2. View the list of projects you have access to

3. Select the project you want to switch to

4. The interface will update to show workflows and data for the selected project

💡 The project selector displays your current project name and icon for easy identification.

How to Organize Workflows with Projects

1. Create separate projects for different teams, departments, or use cases

2. Keep related workflows together within the same project

3. Use descriptive names for both projects and workflows

4. Consider creating a dedicated project for testing or experimental workflows

5. Review project organization periodically to maintain clarity

💡 Well-organized projects make it easier to find workflows and manage access permissions efficiently.

How to View Project Analytics

1. Select the project you want to analyze

2. Navigate to the analytics section for the selected project

3. Review usage statistics, workflow performance, and other metrics

4. Use these insights to optimize your workflows and resource allocation

5. Analytics are localized to each project for focused reporting

💡 Project-specific analytics help you understand usage patterns and identify opportunities for improvement within each area of your organization.

Best Practices for Project Management

1. Create a new project for each distinct use case or team

2. Keep the number of workflows per project manageable (consider splitting large projects)

3. Use consistent naming conventions across projects

4. Review and update project member access regularly

5. Maintain documentation about the purpose and contents of each project

⚠️ Default projects are automatically created for new users, but it's recommended to create purpose-specific projects for better organization.