Working with projects

A project is an organizing container for your flows. You work with projects on the Claris Connect homepage, where you create projects and use a project's options menu to edit, rename, or delete a project.

After you sign in to Claris Connect, the homepage shows any existing projects. If you don't have any projects yet, you are prompted to create your first one.

Key Claris Connect features are available within projects. When you are in a project, you see these tabs on the left navigation pane:

Use this tab

To

Flows

Create flows. See Working with flows.

Approvals View the status of approval requests created with the built-in Approval app. See Using approvals.
Webhooks Create a webhook for use as a trigger in a flow. See Creating webhooks.
Sharing Invite users to collaborate on a project. See Share a project.