When you finish a project or lose a potential lead, you may wish to archive it so you can focus on current work.
Archived projects will:
retain all information
move into the Archived status on the Projects page
stop running workflow automation
continue to send automatic payment plan reminders for open invoices, form expiration reminders, and appointment reminders
If the project has a Lead status when you archive it, invoices will be treated a bit differently to keep your open invoice balance in check:
Invoices paid in full will not change.
Invoices with an open balance will be closed and reminders will no longer send.
Empty invoices with no line items will be deleted.
In this article
Archive a project
Inside a project
Click the down arrow next to the project title in the project sidebar.
Click the down arrow under the Actions column.
Bulk archive projects
On the Projects page, check the box next to each project you'd like to archive.
Click the bulk action dropdown arrow.
👋 Here's a tip... you'll need to unarchive a project before you can restart any workflows on it. As a rule of thumb, unarchive the project if you'll be working with it again.
Unarchive a project
Locate the project in the Archived status on the Projects page or under the client’s profile in the Address Book (it will be under the Projects tab).
Click the down arrow next to the project title.
👋 Here's a tip... if a previous client comes back to hire you for a new scope of work, we recommend creating a new project instead of unarchiving their old one.
Delete a project
You'll see options to delete the project in all the same places you can archive it.
Before deleting a project, inside you must manually delete:
all sub agreements
all invoices (individual payments must be deleted from each invoice first)
⛔ Deleted projects can't be recovered, and you will not be able to recover any notes, appointments, tasks, or emails sent for that project.
Forms sent will remain accessible under the client's profile under Utilities >> Address Book.
👋 Here's a tip... we recommend archiving the project unless deleting is absolutely necessary.