Once a project is complete—whether the service has been delivered, the final payment has been made, or the relationship has ended—you can keep your workspace organized by archiving the project in HoneyBook.
Archiving doesn’t delete the project—it removes it from your active stage views and stores it in the Archive section of your pipeline, while preserving all data and records, helping you maintain an accurate and uncluttered workflow. Clients can still send messages through archived projects, and you'll receive notifications for these emails.
Archiving a project also automatically expires all files within it.
Why you should archive completed projects
Keeps your pipeline clean and focused on active clients
Helps you quickly access historical records for reference or reporting
Ensures accurate business metrics by distinguishing active vs. inactive work
Preserves all files, messages, payments, and activity logs
Best practices for project archiving
Archive projects as soon as they are fully completed or canceled
Use consistent archive reasons to maintain clean data
Review archive trends monthly to monitor client retention or project outcomes
Include internal notes in the project for additional context, if needed
Archive a project in HoneyBook
From the pipeline
From the navigation menu, select Projects
Hover over the project you want to archive, then select the three-dot icon > Archive
Choose the archive reason, or create a new one
Select Archive project
From the project workspace
Use the search bar to find and open the project you want to archive
By the “Stage” dropdown, select Archive
Choose the archive reason, or create a new one
Select Archive project
📚 Tip
If you need to revive a project, you can unarchive it. This will return the project to your pipeline and re-engage all related workflows.
Track archive reasons and dates in your pipeline
HoneyBook makes it easy to monitor archived projects with 2 dedicated columns in the pipeline view:
Archive reason: See why the project was archived, for example, it was completed, canceled, or had no response
Archive date: View the exact date the project was archived
These columns help you sort and report on project outcomes, trends, and closeout activity—all from your “Archive” section. To access:
From the navigation menu, select Projects
Select Archive
Still have questions? Feel free to send us a message by clicking the Question Mark icon on any HoneyBook page. Our team is always happy to help!