Projects

A project is a container for your integration assets in Workato, such as recipes, connections, genies, and more. Projects can be further organized into folders and are typically grouped by department, use case, or application.

Admins control access by assigning collaborators a project role, such as Project admin or Builder, that defines what they can create, edit, view, or delete within that project.

Create a project

Complete the following steps to create a project:

1

Sign in to Workato.

2

Go to Projects.

3

Select Create > Project.

4

Enter a name for your project in the Project name field.

Enter a project name

5

Select a starting point for your project:

• Choose Build a recipe to create a project that contains a recipe.
• Choose Build a genie to create a project that contains a genie.
• Choose Build an MCP server to create a project that contains an MCP server.
• Choose Build an app to create a project that contains a workflow app.
• Choose Start from scratch to create a blank project.

6

Click Create project. The new project appears in the Projects menu.

Additionally, a creation wizard opens if you selected an option other than Start from scratch. Refer to the following guides to complete the creation wizard:

• Build a recipe
• Build a genie
• Build an MCP server
• Build an app

Create a folder

Complete the following steps to create a folder:

1

Open the project and click Create > Folder.

Create folder

2

Enter a name in the Folder name field. The folder name must be unique within its parent folder.

Enter a folder name

3

Use the Location drop-down menu to select the project where you plan to create the folder.

4

Click Create folder. The new folder appears as a sub-folder within the project.

Manage projects and permissions

Project roles control a collaborator's permissions to create, edit, view, or delete content within specific projects. You can assign collaborators a project role, such as Project admin, Builder, or a custom project role, to define their level of access.

PROJECT ACCESS

You can't share an individual project directly outside your workspace. Invite collaborators to the workspace and assign them a project role for each project where they need access.

Smart folders

Smart folders provide a cross-project view of all your recipes and connections. You can filter by active or inactive recipes, and connected or disconnected connections.

Smart folders

Assets page

The Assets page provides the following filters:

Assets page filters

• All assets

• Filter by all types of assets, including recipes, connections, pages, genies, skills, and knowledge bases.

• App

• Select one or more apps. Only assets with the apps you select display in the results.

• Edited by

• Filter by the user who edited the assets. Choose Me to view assets you edited, or Others to select and view assets edited by specific collaborators within the workspace. Not all users can view assets edited by other collaborators.

• Tag

• Filter by tags to categorize assets such as recipes, connections, data tables, and pages.

These filter options provide additional sub-filters for granular search results.

Assets tab

The Assets tab allows you to filter and manage assets specific to the selected project. It provides the same filters and sub-filters as the Assets page, but only applies to assets within the current project.

Assets tab filters

Asset sub-filters

The Assets page and Assets tab both provide sub-filters for managing assets.

Filter by assets

Recipes

Sub-filter	Description
Status	Filter by Active or Inactive status. All statuses are shown by default.
App	Select multiple apps to filter recipes associated with those apps.
Recipe trigger	Choose one trigger option from an app, as each recipe can only have a single trigger.
Edited by	Filter by the user who edited the recipes. Choose Me to view recipes you edited, or Others to select and view recipes edited by specific collaborators within the workspace. Not all users can view recipes edited by other collaborators.
Tag	Filter recipes by tags.

Connections

Sub-filter	Description
Status	Filter by Connected or Disconnected status. All statuses are shown by default.
App	Choose one app to filter connections associated with that app.
Edited by	Filter by the user who edited the connections. Choose Me to view connections you edited, or Others to select and view connections edited by specific collaborators within the workspace. Not all users can view connections edited by other collaborators.
Tag	Filter connections by tags.

Pages

Sub-filter	Description
Edited by	Filter by the user who edited the pages. Choose Me to view pages you edited, or Others to select and view pages edited by specific collaborators within the workspace. Not all users can view pages edited by other collaborators.
Tag	Filter pages by tags.

Genies

Sub-filter	Description
Edited by	Filter by the user who edited the genie.
Tag	Filter genies by tags.

Skills

Sub-filter	Description
Edited by	Filter by the user who edited the skill.
Tag	Filter skills by tags.

Knowledge bases

Sub-filter	Description
Edited by	Filter by the user who edited the knowledge base.
Tag	Filter knowledge bases by tags.

MCP servers

Sub-filter	Description
Edited by	Filter by the user who edited the MCP server.
Tag	Filter MCP servers by tags.

Decision models

Sub-filter	Description
Edited by	Filter by the user who edited the decision model.
Tag	Filter decision models by tags.

Search assets

You can search for assets by name, description, app, or action from the Assets page.

Search assets

SORT SEARCH RESULTS

Search results are sorted by relevance by default. You can change the sorting order, which remains in effect until you reset the search.

Move assets

You can move assets using the Workato UI, the Developer API, or the Embedded API. Dependencies are automatically updated when you move an asset.

You can drag and drop an asset into a different project to move it. Drag and drop an asset

Alternatively, you can complete the following steps to move an asset using a modal:

1

Click the ... (ellipsis) next to the asset, then click Move. Click the ... (ellipsis), then click Move

2

Select a new storage Location for the asset from the drop-down menu, then click Move. Select a new storage Location

You can use the following endpoints to move assets using the Developer API:

• Move connections using the Update a connection endpoint.

• Move recipes using the Update a recipe endpoint.

• Move assets as a package using the Import a package into a folder endpoint.

You can use the following endpoints to move assets using the Embedded API:

• Move connections using the Update a connection endpoint.

• Move recipes using the Update recipe in a customer workspace endpoint.

• Move assets as a package using the Import package into a customer workspace endpoint.

Tags for assets

Tags allow you to categorize assets such as recipes, connections, data tables, and pages for better organization across projects. You can use tags to filter and search assets based on specific attributes.

Tags for assets

Refer to Tags for assets for more information.

Delete a project

Deleting a project permanently removes it. Connections are deleted and recipes are moved to the trash, where you can restore or permanently delete them.

Restore deleted recipe

Deleting a shared connection removes it from every project where it is used, which may break recipes or workflows that rely on it.

PROJECTS WITH ACTIVE ASSETS CAN'T BE DELETED

You can't delete a project with active assets.

You can delete a project from the Projects page in two ways:

• Drag the project to the Trash folder in the Projects menu.

Delete by dragging the project

• Click the ... (ellipsis) next to the project, then click Delete.

Click Delete

Best practices

• Organize projects by department, use case, or project type to create a clear, logical structure. This enables you to efficiently locate and manage related assets.

• Create the target project before importing across workspaces. Give it the same name as the source project for consistency. Importing a project into All projects converts each folder into a separate project.

Home assets project

The Home assets project contains assets that were previously stored in your workspace's root folder. It functions just like any other project.

Home assets project name

Your workspace's Home assets project may have one of the following names:

• Home assets: your workspace didn't have an existing project with that name.
• Home assets (migrated): your workspace already had a project named Home assets, so Workato used this name to avoid a conflict. Collaborator access was preserved without changes.

API requirements

You must specify a folder when importing or creating assets. Assets can no longer be stored in the root folder.

• The folder_id_for_home_assets parameter is required for the Import a package into a folder endpoint if the target workspace's Home assets folder has been converted to a project or the target package contains root folder assets.

• The folder_id parameter is required for the Create a connection, Create a recipe, and Copy a recipe endpoints if the target workspace's Home assets folder has been converted to a project.

• The folder_id_for_home_assets parameter is required for the Import package into a customer workspace endpoint if the target workspace's Home assets folder has been converted to a project or the target package contains root folder assets.

• The folder_id parameter is required for the Create a connection, Create recipe in a customer workspace, and Copy recipe in a customer workspace endpoints if the target workspace's Home assets folder has been converted to a project.