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

  1. Click the down arrow next to the project title in the project sidebar.

  2. Select Archive.

Projects page

  1. Click the down arrow under the Actions column.

  2. Select Archive.

Bulk archive projects

  1. On the Projects page, check the box next to each project you'd like to archive.

  2. Click the bulk action dropdown arrow.

  3. Select Archive.

πŸ‘‹ 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

  1. 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).

  2. Click the down arrow next to the project title.

  3. Select Un-Archive.

πŸ‘‹ 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:

  • the contract

  • all sub agreements

  • all invoices (individual payments must be deleted from each invoice first)

β›” 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.

πŸ‘‹ Here's a tip... we recommend archiving the project unless deleting is absolutely necessary.

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