# Project

## **Introduction**

A project is a collection of processes and workflows. It contains a set of instructions to pull data out of the source systems and place it into the target systems. A project can be a simple email automation workflow or contain embedded processes and workflows to map data between two systems. A project helps you to organize your workflows and integrations.

When you navigate to the **Projects** tab from the Home tab, you will see:

<figure><img src="https://content.gitbook.com/content/v9avy716UiAsS24zOznZ/blobs/TolLJGNKGKzj5bXWG2nW/Unknown%20image" alt=""><figcaption></figcaption></figure>

1. A **Dashboard** that displays quick views to the Task Summary and the Records Moved. This Dashboard is similar to the Dashboard on the Home page. For more details, refer to this.
2. A **Projects panel** with an option that allows you to **Create** a new Project or **Add Template**.
3. A **Project table** with a list of Project **Names** along with other details like **Last 24 Hrs**, **Upcoming Tasks**, **Alerts**, and **Actions**.

<figure><img src="https://content.gitbook.com/content/v9avy716UiAsS24zOznZ/blobs/wyIAqjUjAlmBRY4AmVnH/Unknown%20image" alt=""><figcaption></figcaption></figure>

### **Projects Panel**

The **Projects** panel in the middle allows you to:

* **Create a Project:** Start a new integration project.
* **Add Template:** Utilize pre-built templates for various connectors and business processes.

### **Projects Table**

Below the **Projects** panel is a projects table that lists all the project names and their details like **Last 24 Hrs**, **Upcoming Tasks**, **Alerts**, and **Actions**:

<table><thead><tr><th width="154.7142333984375">Column</th><th>Description</th><th>Key Interactions</th></tr></thead><tbody><tr><td>Name</td><td>The project name</td><td><p>• Click the project name to open the project in the same tab. </p><p>• Alternatively, click the <strong>external-link icon</strong> to launch the project in a new browser tab.</p></td></tr><tr><td><strong>Last 24 Hrs</strong></td><td>Total number of task runs inside the project during the past day.</td><td>Sort ascending/descending to surface your busiest projects.</td></tr><tr><td><strong>Upcoming Tasks</strong></td><td>Total number of scheduled tasks queued to run.</td><td></td></tr><tr><td><strong>Alerts</strong></td><td><p>Consolidates task outcomes into a single status line: </p><p>• <strong>All Success</strong> – green text </p><p>• <strong>X Failed / Y Success</strong> – red text </p><p>• <strong>…</strong> (ellipsis) – no runs yet</p></td><td></td></tr><tr><td><strong>Actions</strong></td><td><p>Quick-access controls: </p><p>• <strong>Edit</strong> – Rename the project. </p><p>• <strong>Delete</strong> – Remove the project.</p></td><td>All actions respect role-based permissions.</td></tr></tbody></table>

**TIP:** Enter a project name in the search bar to locate a specific Project. Use the Rows per page selector to display *10*, *20*, *30* and *All* items at a time.

Additional table features include:

* **Search Bar** – Enter a Project Name or keyword in the search bar to filter a specific project.
* **Pagination & Row Selector** – Adjust how many projects display per page.
* **Column Sorting** – Click the arrow icon next to the **Last 24 Hrs** and **Upcoming Tasks** columns to sort data accordingly.

**Create or Import Projects**

* **Create** – Opens the **New Project Wizard** to build workflows from scratch.
* **Add Template** – Imports a pre-built template directly into a new project, accelerating setup.

## **Create a Project**

1. Click **Create** on the Projects tile.

   <figure><img src="https://content.gitbook.com/content/v9avy716UiAsS24zOznZ/blobs/lm1wf50UchN1eaFnX78Q/Unknown%20image" alt=""><figcaption></figcaption></figure>
2. In the **Add Project** pop-up, enter a **Name** for your project.

<figure><img src="https://content.gitbook.com/content/v9avy716UiAsS24zOznZ/blobs/chhI3gHOWn2Z0ogMRDDm/Unknown%20image" alt=""><figcaption></figcaption></figure>

> **TIP:** Choose a descriptive name that reflects the purpose of the project.

3. Click **Next** to proceed.
4. The system directs you to the **Automation** tab. Use this tab to define the workflows and processes for your project.

| The Automation tab is the dedicated command center for every automated workflow in a project. Click [here](https://docs.mydbsync.com/cloud-workflow/create-your-workflow/automation) to know more about Automation. |
| ------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- |

![](https://content.gitbook.com/content/v9avy716UiAsS24zOznZ/blobs/xKAwFVaxvWzgLGDbnCgx/Unknown%20image)

5. In the **Automation** tab, click **Create** to start **Process** creation.

### **Add a Template (Optional)**

**Use Pre-built Templates:** To add a pre-built integration template, navigate to the **Project** tab.

1. **Click Add Template** on the Projects tile.

   <figure><img src="https://content.gitbook.com/content/v9avy716UiAsS24zOznZ/blobs/6u8A27jZ2POGNDiQHyby/Unknown%20image" alt=""><figcaption></figcaption></figure>
2. Click **Add to Project** on the required template tile.&#x20;

   <figure><img src="https://content.gitbook.com/content/v9avy716UiAsS24zOznZ/blobs/nbZnMk4MBsGvaaHbntpe/Unknown%20image" alt=""><figcaption></figcaption></figure>

   **Note:** The new template appears in the **Projects** table below. Click the Edit icon to provide a suitable custom name to the project.
3. In the **Edit Project** dialog box, provide a name for the new template that gets imported into the project and click **Save**.
4. **Configure the Integration and Set Up Workflow:** You can configure the integration by choosing whether to integrate or merge applications or use your own application credentials.

   <figure><img src="https://content.gitbook.com/content/v9avy716UiAsS24zOznZ/blobs/HWh5Nggd89HL4Zhq2W7H/Unknown%20image" alt=""><figcaption></figcaption></figure>
5. Click **Configure** to modify the workflows as needed.

   <figure><img src="https://content.gitbook.com/content/v9avy716UiAsS24zOznZ/blobs/r7n5gZaobUXKiSeTNJhj/Unknown%20image" alt=""><figcaption></figcaption></figure>

> Note: Everytime you use a DBSync pre-built template, a small Setup button appears to initiate the Setup process. For more details regarding Setup, refer to the template document for the template you selected from the template library.

### **Import an Automated Task into a Project**

To import an Automated Task into a DBSync Cloud Workflow project in, follow these steps:

1. **Open** the project you need to import the Automated task into.
2. Browse from your local files or upload a project zip folder.
3. Click **Save** to complete the import process.

### **Download or Share a Project**

To download or share a project in DBSync Cloud Workflow, follow these steps:

1. **Open the Required Project:** Navigate to the project you need to download or share.
2. **Access the Task Menu:** Click the drop-down menu next to **Task**.
3. **Select Create:** Click **Create** from the drop-down menu to download or share the project.

> PRO TIP Regularly update and review your projects to ensure they align with your current business needs and integration goals. Utilize the platform's features for collaboration and monitoring to maintain effective project management.

**Related Content**\
[Home Administration](https://docs.mydbsync.com/cloud-workflow/ipaas/home-and-dashboard): Learn how to manage your DBSync Cloud Workflow environment with essential administration tools and settings.\
[Template Library](https://docs.mydbsync.com/cloud-workflow/template-library): Explore a wide range of pre-built integration templates in the Template Library. These ready-to-use solutions help you quickly set up workflows for popular applications, saving time and effort while ensuring seamless integration.\
[Platform Migration](https://docs.mydbsync.com/cloud-workflow/dbsync-platform/migration): Explore step-by-step guides on migrating your existing workflows and data to the DBSync Cloud Workflow platform.\
[Getting Started](https://docs.mydbsync.com/cloud-workflow/getting-started/introduction): Access a comprehensive introduction to kickstart your journey with DBSync Cloud Workflow.\
[Administration Logs](https://docs.mydbsync.com/cloud-workflow/dbsync-platform/administration/logs): Understand how to monitor, review, and manage logs to keep track of your integration processes and workflows.


---

# Agent Instructions: Querying This Documentation

If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the current page URL with the `ask` query parameter:

```
GET https://docs.mydbsync.com/cloud-workflow/2026_create-your-workflow/project.md?ask=<question>
```

The question should be specific, self-contained, and written in natural language.
The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.