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
Click on the project selector in the bottom left corner of the screen
Select "Create New Project" from the dropdown menu
Enter a descriptive title for your project
Select an emoji icon to visually identify your project
Optionally, add team members from your organization
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
Create a new project and add members during creation, OR
For existing projects, click the project selector in the bottom left corner
Click the people icon next to the selected project
In the Project Settings panel, select the "Project Members" tab
Add members from your organization to the project
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
Click on the project selector in the bottom left corner of the screen
View the list of projects you have access to
Select the project you want to switch to
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
Create separate projects for different teams, departments, or use cases
Keep related workflows together within the same project
Use descriptive names for both projects and workflows
Consider creating a dedicated project for testing or experimental workflows
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
Select the project you want to analyze
Navigate to the analytics section for the selected project
Review usage statistics, workflow performance, and other metrics
Use these insights to optimize your workflows and resource allocation
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
Create a new project for each distinct use case or team
Keep the number of workflows per project manageable (consider splitting large projects)
Use consistent naming conventions across projects
Review and update project member access regularly
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.
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