Managing Projects
Completing or Deleting a Project
Two different ways a project’s active life can end: one preserves everything, the other removes it permanently. Knowing which one you want matters.
Marking a Project Complete
When a project’s work is done, marking it complete records that formally, without hiding it or losing any of its history.
To mark a project complete:
- Open the project and click Edit Project
- Click Mark as Complete.
- Confirm the action.
Deleting a Project
Deleting a project is permanent; it removes the project along with every file attached to it and to its tasks and deliverables. This is very different from marking a project complete, and can’t be undone.
To delete a project:
- Open the project.
- Click Delete.
- Confirm the action; you’ll typically be warned that this can’t be reversed.
Good to know:
- Marking complete sets the project’s status to Completed, logs the change in its history, and automatically creates a final deliverable for it; tasks, files, and history all stay exactly as they were and remain fully viewable. There’s no separate archive state.
- Only the project’s creator, or an organization Admin/Manager, can complete or delete a project.
- Because deleting permanently removes files as well as records, treat it as a last resort; if the project is simply finished, use Mark as Complete instead.
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