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What to do with completed projects
What to do with completed projects

How to archive projects you're done with to keep your pipeline organized

Updated this week

Move projects off the "ACTIVE PROJECTS" list of your pipeline by archiving them. Bulk updating projects can also include bulk archiving.


Archive a project

The project will always be accessible in the "ARCHIVED" list of your pipeline. It can be un-archived if necessary. Archiving is a good option for organizing your pipeline. Clients can still send messages through archived projects, and you'll receive notifications for these emails.

From the pipeline

  1. From the navigation menu, select Projects

  2. Hover over the project you'll delete, then select the three-dot icon > Archive

  3. Select the archive reason

  4. Select ARCHIVE PROJECT to confirm

From the project workspace

  1. Find and open the project you'll delete by using the search bar or the project pipeline

  2. In the "Stage" dropdown, select archive

  3. Select the archive reason.

  4. Select ARCHIVE PROJECT to confirm

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