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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 over 2 months ago

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 by selecting a reason, searching for one, or adding a new one

  4. Select Archive

From the project workspace

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

  2. Select the Stage dropdown > select Archive

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