Archive a Project
When you finish a project or lose a potential lead, you may wish to archive it so you can focus on current work... But sometimes they come back and decide to work with you. Here's how to handle this from A-Z!
1. Navigate to the relevant project.
2. Click the arrow next to the project title.
3. Click "Archive"
4. Click "Archive"
Video
Another way to Archive a project
How to archive a project:
- Click Projects on the left sidebar.
- Under the actions column, click the dropdown arrow.
- Select Archive.
👋 Here’s a tip… Another way to archive a project is to go into the project itself, then click the dropdown arrow next to the project title.
Archive multiple projects
How to archive multiple projects at once:
- Click Projects on the left sidebar.
- Check the box next to each project you want to archive.
- Click the top dropdown arrow.
- Select Archive.
View archived projects
You have two ways to view archived projects. You can:
- type your client’s name into the search bar
- go to Projects >> Archived tab to view all projects
