Skip to main content

How to archive a project

Learn how to archive completed HoneyBook projects and track them using archive reason and dates

Updated yesterday

Once a project is complete, or if it's been abandoned—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. Instead, it removes it from your active stage view and stores it in the Archive section of your pipeline, while preserving all data and records. Clients can still send messages through archived projects, and you'll receive notifications for these emails.


How to archive a project

From the pipeline

  1. From the navigation menu, select Projects

  2. Hover over the project you want to archive, then select the three dot icon > Archive

  3. Choose the archive reason, or create a new one

  4. Select Archive project

From the project workspace

  1. Find and open the project you want to archive

  2. By the “Stage” dropdown, select Archive

  3. Choose the archive reason, or create a new one

  4. 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.


What happens when you archive a project

When you archive a project:

  • The project will be removed from your active pipeline view

  • The project will be in the "Archived" stage of your pipeline

  • Clients will no longer receive automated messages or payment reminders

  • Any automated or recurring payments that were previously set up will be stopped

  • All files within the project will expire, meaning you and clients can still access them but no further action can be taken by you or your clients

  • The project date (or date range) will be removed from your HoneyBook Calendar and any external synced calendars

  • No data will be lost—all files, messages, payments, and activity logs will be preserved and visible to you and your clients

  • Outstanding payment information will be removed from your Payments page


Track archive details

HoneyBook makes it easy to get more details related to archived projects. From your pipeline view, there are 2 dedicated columns.

To access:

  1. From the navigation menu, select Projects

  2. Select Archive

  3. Here you'll see:

    • Archive reason: Why the project was archived (for example: it was completed, canceled, or had no response)

    • Archive date: The exact date the project was archived

These columns help you sort and report on project outcomes, trends, and closeout activity.

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!