Archiving old projects?

  • 16 September 2021
  • 1 reply

Is there a way to archive completed projects, or can we delete them and all the notes stay with the contact? I want to keep my notes/tasks associated with the project, but don’t want it to continue to show on the project list page. Thanks in advance!

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1 reply

Userlevel 3

Hi @Gary_H - great question. There isn’t a way to apply the archive status to projects at this time. If you would like to hide completed projects from view, I recommend filtering by open status and then saving this filter as your default view: