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Version: 8.8 (unreleased)

Use a shared project for organization-wide collaboration

Camunda 8 only

Organizations often manage process documentation across multiple layers, from high-level strategic models to detailed operational workflows. Process landscape visualization streamlines this complexity by supporting different levels of abstraction, enabling seamless collaboration across teams, and providing tailored insights for various stakeholders.

About this guide​

This guide shows how you can consolidate these perspectives into a single shared project, ensuring clarity, reusability, and governance within your organization’s efforts.

Teams can use shared projects to:

  • Prevent duplicate work.
  • Maintain a single source of truth.
  • Enable cross-project navigation and transparency.
  • Govern access to organization resources effectively.

Create a shared project​

To create a shared project as a repository for your organization's resources:

Open Modeler, and select Create new project to create a new project to store resources in.

web modeler empty home

Invite collaborators to a shared project​

If you want to invite collaborators to your shared project, you must also ensure you assign them the correct permissions and roles.

Add user to organization​

First, you must add your colleague as a user to the organization:

  1. Click your account name, and select Organization Management.
  2. Select Users > Add New User.
    • Add your colleague's email and assign an appropriate role.
    • For example, the Developer role is typically a good default option to provide the user with full access to Console, Operate, and Tasklist without deletion privileges.
  3. Click Add.
    • An email is sent to the email you provided.
    • Your colleague must click Join to join the organization.
info

To learn more about available roles and associated permissions, see roles and permissions.

Add a user to a shared project​

Once your colleague has joined the organization, you can add them to a shared project:

  1. Open Modeler, navigate to your project, and open the Collaborators panel.
  2. Click Add user and find the colleague you added to your organization. Add a new user
    You can also use the All users in the organization option to send a bulk invitation to all colleagues. Add all organization users
  3. Assign a role, and click Send invites to send an invitation to the selected user(s).
  4. Once your colleague clicks Accept invitation, they can access the shared project with the assigned role and permissions.

Add resources to a shared project​

You can share a specific version of a file or process application within the shared project.

  1. In the versions list, hover over the version you want to add to the shared project.
  2. Select the three vertical dots to open the actions menu.
  3. Select Copy to..., choose the shared project you want to store the shared resource in, and select Copy here to make it available for all project members. share asset version

Browse the process landscape of shared organization resources​

The process landscape view offers a visual map of BPMN files and their interfile connections (e.g., call activities).

You can open the process landscape view by clicking View landscape from any of the following views:

Landscape view interaction​

  1. Select a BPMN File: Click on any node to see the BPMN file’s information including the latest version of the process on the sidebar.

    note

    For process applications, version tags represent a unified "versioned" snapshot of all process application files rather than separate versions for each file as with simple BPMN files.

    selected node information

  2. Search: Press Ctrl+F or ⌘+F to search. Enter the name or identifier of a BPMN file to quickly find, highlight, and jump to the corresponding node. landscape search

  3. Highlight Paths: Click on a node or connection to highlight the entire chain of related connections. landscape selected node connections

README Documentation​

To access the associated README file for a process within the shared project:

  1. Open the process landscape view.
  2. Click on a node in the landscape.
  3. The README file (if one is associated) is displayed in the sidebar, providing a high-level overview of the process.

Reuse resources from a shared project​

Users can reuse published resources by copying them into their own projects:

  1. Open the shared project and navigate to the file.
  2. In the versions list, choose the version to reuse and select the three vertical dots to open the actions menu.
  3. Select Copy to....
  4. Select the target project and click Copy.