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Projects organize related workflows and resources within a workspace. Think of a project as a folder for a specific team, product area, or use case — a place where all the workflows, automations, and run history relevant to one context live together. By grouping your work into projects, you make it easier for the right people to find what they need and for everyone else to stay out of what they don’t.

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What a Project Contains

Each project in Chevre holds the following resources:

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Creating a Project

1

Go to the workspace dashboard

Navigate to the Home tab of your workspace. You’ll see a list of existing projects and a button to create a new one.
2

Click + New Project

Click the + New Project button in the top-right corner of the project list. The project creation panel slides open.
3

Name your project

Enter a name that clearly identifies the team, product area, or use case this project covers. Names must be unique within a workspace.
4

Add a description (optional)

Write a short description to help teammates understand the project’s purpose. This appears on the project card and in search results.
5

Choose a color label

Pick a color from the palette to visually distinguish this project from others in the dashboard sidebar and project list.
6

Set visibility

Choose Shared to make the project visible to all workspace members, or Private to restrict access to invited members only. See Project Visibility for details.
7

Create the project

Click Create Project. Chevre creates the project and opens it in the workflow editor, ready for you to add your first workflow.

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Project Settings

Update a project’s settings at any time by opening the project and navigating to Settings in the left sidebar.
Use color labels consistently across your workspace to make visual scanning faster. For example, assign red to production-critical projects, yellow to work-in-progress, and green to stable, low-touch automations. Your team will learn the system quickly and spend less time hunting for the right project.

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Archiving vs. Deleting Projects

Chevre gives you two ways to retire a project you no longer actively use. Choose the right option based on whether you need to preserve the project’s history.
Archiving a project hides it from the active project list and prevents any automations within it from running. All workflows, run history, and settings are preserved and can be restored at any time.To archive a project, open Settings inside the project, scroll to the Project Status section, and click Archive Project. Archived projects appear under the Archived filter in the workspace dashboard.To restore an archived project, find it under the Archived filter, open its settings, and click Restore Project.

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Project Visibility and Access Control

Project visibility determines which workspace members can see and interact with a project’s workflows. Private projects are ideal for sensitive workflows, early-stage work, or processes that only a subset of your team should see. When you set a project to Private, it disappears from the project list for anyone who hasn’t been added to it. For a full explanation of how workspace roles and project-level access interact, see Members & Permissions.