Tray Platform / Accounts / Projects

Projects

tray-org-workspaces-projects-v2

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:

workspaces-projects-diagram

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:

project-list-v3

Or you might create projects for callable workflows which any other workflow can call upon for e.g. repeatable data processing tasks:

projects-callable

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 workflows cannot be exported individually. If you need to do this you can:

    1. Duplicate the project

    2. Remove the workflow from the duplicate project,

    3. Export the workflow

    4. Delete the duplicate project

  • 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:

    • group emails

    • group IDs

    • 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

Adding projects

When you have multiple projects within your workspace, they are available for searching, tagging and filtering:

project-list-v3

When a workspace is first created, however, your projects list will be empty.

When you click to add a project:

add-project-v2

You have two ways of doing so:

Adding workflows to your projects

When you click to add a workflow:

add-workflow-v3

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

project-config