Skip to main content
All CollectionsProject ManagementProjects
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 your 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 section 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 will receive notifications for these emails.

From the pipeline

  1. From the top navigation menu, select Projects

  2. Hover your cursor over the project you'll delete > select the triple-dot icon > select Archive

  3. Select the Archive Reason. You can:

    • Scroll to search for an existing one

    • Type to search for an existing one, OR

    • Add a new archive reason by typing into the archive reason field > selecting + Add

  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. Select the Stage drop-down > Archive

  3. Select the Archive Reason. You can:

    • Scroll to search for an existing one

    • Type to search for an existing one, OR

    • Add a new archive reason by typing into the archive reason field > selecting + Add

  4. Select Archive project to confirm

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!

Did this answer your question?