Tray Platform / Accounts / Projects
Within any workspace in your Tray organization, you can create 'projects'.
This means you can create:
Personal workspace projects (accessible only by you)
Organization workspace projects (accessible by the entire organization)
Custom workspace projects (accessible only by the members of that workspace)
The following diagram shows how you can structure projects within custom workspaces:
When to use projects
Projects can be used to group together workflows which work together to fulfil a particular goal - e.g. create a project for a specific data syncing operation between e.g. Hubspot and Salesloft:
Or you might create projects for callable workflows which any other workflow can call upon for e.g. repeatable data processing tasks:
Notes on using projects
A workflow can only be added to one project
A callable workflow within a project can be called by a workflow from another project within the same workspace
Projects can be exported for e.g. import into a production workspace
Project config can be used to store common variables between workflows and so negates the need for an alternative approach such as account-level data storage. This can be done for variable such as:
base URLs (fantastic for switching between environments and reducing error!)
Version control / env promotion
Projects can facilitate version control and environment promotion.
As per the above diagram, you can export a project from e.g. your Marketing (dev/sandbox) workspace and then import it into your Marketing (prod/live) sandbox
When you have multiple projects within your workspace, they are available for searching, tagging and filtering:
When a workspace is first created, however, your projects list will be empty.
When you click to add a project:
You have two ways of doing so:
Adding workflows to your projects
When you click to add a workflow:
You have 3 ways of doing so:
Adding project config
When you are in a project, at any time you can go to the project settings and create project config values.
These are common values which can be shared between all workflows in a project - e.g. common email addresses, or service IDs