Place a Project On Hold or Archive it as Done
A user with Project Admin or Workspace Admin permissions can easily place a project on hold or archive a project that's completed.
- Go to the project's configuration page. To do this from the Project List page, click the pencil icon to the right of the project. To do this from an opened project, click the pencil icon in the upper right of the page.
- Look for “State: In Progress” button. Click the dropdown arrow.
- Change it to either
- "On Hold" for projects that are not finished, but need to be hidden temporally until taken of this on hold state.
- “Done/Archived” for projects that are finished and to be archived rather than deleted.
- When ready, click the green Update Project button to submit this change.
- On your Project List page,
- If you placed in on hold, you'll see under the On Hold tab.
- If you placed it as done/archived, you'll see it under the Done/Archived tab.
- The on-hold or done/archived projects will not show up on the reports.
Un-Archive an On Hold or a Done/Archive Project
- On your Project List page, click either the "ON HOLD" or "DONE/ARCHIVED" tab.
- Search for your archived project.
- To the right of the project name, click the pencil icon to open it to its configuration page.
- Click the state's dropdown arrow and change it to “In Progress”.
- Click Update Project.
- Now you will see it back on the Project List page.
- This report will now be visible in the reports.
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