> For the complete documentation index, see [llms.txt](https://docs.mydbsync.com/cloud-workflow/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.mydbsync.com/cloud-workflow/create-your-workflow/project.md).

# Project

Learn how to create a project and configure workflows

### Overview <a href="#overview" id="overview"></a>

A project in DBSync Cloud Workflow is a container for the processes and workflows that move data between source and target systems. Projects range from a single email automation workflow to complex, multi-step integrations with embedded processes and field mappings.

<div data-with-frame="true"><figure><img src="https://1036205596-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fv9avy716UiAsS24zOznZ%2Fuploads%2FNyqmiPB95YuMwF6dIdI2%2Fimage.png?alt=media&amp;token=00823def-33de-471d-af7e-402079b106dd" alt=""><figcaption></figcaption></figure></div>

### Key concepts <a href="#keyconcepts" id="keyconcepts"></a>

* **Creating a project:** Build a new integration project from scratch.
* **Adding a template:** Use pre-built templates for common connectors and business processes to accelerate setup.
* **Importing a project:** Bring in an existing project for reuse or modification.
* **Downloading or sharing a project:** Export a project or share it with teammates.

***

### Projects table <a href="#projectstable" id="projectstable"></a>

The Projects page lists all your projects with the following columns:

| Column             | Description                                                                                                                                                                                                         | Key interactions                                                                                                                                                                                                                                                                                                                                                                                                  |
| ------------------ | ------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | ----------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
| **Name**           | The project title.                                                                                                                                                                                                  | <ul><li>Click the project name to open it in the same tab.</li><li>Click the external-link icon <img src="https://1036205596-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fv9avy716UiAsS24zOznZ%2Fuploads%2FYOIumYek21lpAdPHAAej%2Fimage.png?alt=media&amp;token=e1e776c2-6582-4673-ad0b-c189aef15c73" alt=""> to open it in a new tab, which is useful for side-by-side editing.</li></ul> |
| **Last 24 hrs**    | Total task runs in the project during the past 24 hours.                                                                                                                                                            | Click the column header to sort ascending or descending.                                                                                                                                                                                                                                                                                                                                                          |
| **Upcoming tasks** | Count of scheduled tasks queued to run.                                                                                                                                                                             | Click the column header to sort ascending or descending.                                                                                                                                                                                                                                                                                                                                                          |
| **Alerts**         | <p>Consolidated status for all task outcomes:</p><ul><li><strong>All success</strong> (green text)</li><li><strong>X Failed / Y Success</strong> (red text)</li><li><strong>…</strong> (no runs recorded)</li></ul> | View the ratio of successful and failed tasks in this read-only field to monitor recent activity.                                                                                                                                                                                                                                                                                                                 |
| **Actions**        | <p>Quick controls:</p><ul><li><strong>Edit</strong> (rename the project)</li><li><strong>Delete</strong> (remove the project)</li></ul>                                                                             | You need the appropriate role-based permissions to perform these actions.                                                                                                                                                                                                                                                                                                                                         |

Additional table controls:

* **Search bar**: Filter projects by keyword.
* **Pagination and row selector**: Control how many projects appear per page.
* **Column sorting**: Click any numeric column header to sort ascending or descending.

#### Creating or importing projects <a href="#creatingorimportingprojects" id="creatingorimportingprojects"></a>

Use the buttons above the table to start new work:

* **Create**: Opens the new project wizard to build a workflow from scratch.
* **Add template**: Imports a pre-built template into a new project, reducing setup time.

***

### Project-level dashboard <a href="#projectleveldashboard" id="projectleveldashboard"></a>

The collapsible dashboard at the top of the project page shows metrics scoped to the selected project. The tiles **Active tasks**, **Total runs**, **Successful runs**, **Errored runs**, and **Records moved** update automatically with project-specific data.

<div data-with-frame="true"><figure><img src="https://1036205596-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fv9avy716UiAsS24zOznZ%2Fuploads%2FnivSsCuaEr47h201WE1T%2Fimage.png?alt=media&amp;token=92e34ba9-595b-47f9-affe-366943b246c4" alt=""><figcaption></figcaption></figure></div>

{% hint style="info" %}
Expand the dashboard to drill into task-level logs for the project without seeing data from other workflows.
{% endhint %}

***

### Create a project <a href="#createaproject" id="createaproject"></a>

{% stepper %}
{% step %}
On the **Projects** page, click **Create**.<br>

<div data-with-frame="true"><figure><img src="https://1036205596-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fv9avy716UiAsS24zOznZ%2Fuploads%2FztzwJm34W8sZIlPLyz7r%2Fimage.png?alt=media&amp;token=1e2ffacc-5df1-47b8-ae2f-5441dae95e4d" alt=""><figcaption></figcaption></figure></div>
{% endstep %}

{% step %}
In the dialog that appears, enter a name for your project. Choose a name that reflects the project's purpose.<br>

<div align="left" data-with-frame="true"><figure><img src="https://1036205596-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fv9avy716UiAsS24zOznZ%2Fuploads%2FAWnKcsd4k3wICPibUE3Z%2Fimage.png?alt=media&amp;token=c1a5076e-0c0e-4c79-b55b-73b318a89a9f" alt="" width="349"><figcaption></figcaption></figure></div>
{% endstep %}

{% step %}
Click **Next** to confirm and create the project.
{% endstep %}

{% step %}
DBSync Cloud Workflow redirects you to the **Automation** tab, where you define workflows and processes for your project.
{% endstep %}

{% step %}
In the **Automation** tab, click **Create** to start building your first task. For more information about creating a task, see [Task](/cloud-workflow/create-your-workflow/task.md).<br>

<div data-with-frame="true"><figure><img src="https://1036205596-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fv9avy716UiAsS24zOznZ%2Fuploads%2FknbsmwYuNaeZOby0EOch%2Fimage.png?alt=media&amp;token=bfdba033-fb9d-4165-97f3-241d294860cb" alt=""><figcaption></figcaption></figure></div>
{% endstep %}
{% endstepper %}

{% hint style="info" %}
The **Automation** tab manages automated workflows only. The **Task** tab manages workflows that you or a team member triggers manually. For more information about the Automation tab, see [Automation](/cloud-workflow/create-your-workflow/automation.md).
{% endhint %}

***

### Add a template (optional) <a href="#addatemplateoptional" id="addatemplateoptional"></a>

Pre-built templates let you set up common integrations without building from scratch.

{% stepper %}
{% step %}
On the **Projects** page, click **Add template**.<br>

<div data-with-frame="true"><figure><img src="https://1036205596-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fv9avy716UiAsS24zOznZ%2Fuploads%2FzaIOa1BsfkJAmnomWS1e%2Fimage.png?alt=media&amp;token=9aa7a637-463c-4bd8-9133-4f656d41d57a" alt=""><figcaption></figcaption></figure></div>
{% endstep %}

{% step %}
In the template list, select the template that matches your integration, then click **Add**.\
![](https://1036205596-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fv9avy716UiAsS24zOznZ%2Fuploads%2FIRAlDEZ6uLsukZ8Cuta8%2Fimage.png?alt=media\&token=cc9a569e-ca4d-4361-afa9-ce9532597214)
{% endstep %}

{% step %}
To configure the template task, click **Setup**.
{% endstep %}

{% step %}
Optionally, click **Configure** to modify the workflow before running it.

<div data-with-frame="true"><figure><img src="https://1036205596-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fv9avy716UiAsS24zOznZ%2Fuploads%2FBDEmIQC9ZeahxMYp8duI%2Fimage.png?alt=media&amp;token=4c8a4186-ba2f-412c-a5b6-0c70937e76a6" alt=""><figcaption></figcaption></figure></div>
{% endstep %}
{% endstepper %}

***

### Import a project <a href="#importaproject" id="importaproject"></a>

{% stepper %}
{% step %}
Open the project into which you want to import.
{% endstep %}

{% step %}
In the **Automated Tasks** section, click **Import**.

<div data-with-frame="true"><figure><img src="https://1036205596-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fv9avy716UiAsS24zOznZ%2Fuploads%2FA0XldojXawiu4kebRhUN%2Fimage.png?alt=media&amp;token=0d05281e-3ad4-4096-af26-25de1df3f370" alt=""><figcaption></figcaption></figure></div>
{% endstep %}

{% step %}
Browse for the project `.zip` file on your local machine, or upload it directly.
{% endstep %}

{% step %}
Click **Import** to complete the import.

<div align="left" data-with-frame="true"><figure><img src="https://1036205596-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fv9avy716UiAsS24zOznZ%2Fuploads%2Fsf3Vqvv7j6nXRPBcNmiN%2Fimage.png?alt=media&amp;token=76e54968-e302-4d9d-b517-035085ca08cf" alt="" width="302"><figcaption></figcaption></figure></div>
{% endstep %}
{% endstepper %}

***

### Frequently asked questions <a href="#frequentlyaskedquestions" id="frequentlyaskedquestions"></a>

<details>

<summary>Can I rename a project after creating it?</summary>

Yes. In the **Actions** column for the project, click **Edit** and enter the new name.

</details>

<details>

<summary>Can I delete a project?</summary>

Yes. In the **Actions** column, click **Delete**. Back up any important data before deleting, because this action is permanent.

</details>

***

### Related content <a href="#relatedcontent" id="relatedcontent"></a>

* [Home administration](https://docs.mydbsync.com/cloud-workflow/ipaas/home-and-dashboard) — Manage your DBSync Cloud Workflow environment with administration tools and settings.
* [Template library](https://docs.mydbsync.com/cloud-workflow/template-library) — Browse pre-built integration templates for popular applications.
* [Platform migration](https://docs.mydbsync.com/cloud-workflow/dbsync-platform/migration) — Step-by-step guides for migrating workflows and data to DBSync Cloud Workflow.
* [Getting started](https://docs.mydbsync.com/cloud-workflow/getting-started/introduction) — An introduction to DBSync Cloud Workflow.
* [Administration logs](https://docs.mydbsync.com/cloud-workflow/dbsync-platform/administration/logs) — Monitor and manage logs for your integration processes and workflows.

***