You’ve just finished your Project: all tasks have been marked completed (what a great feeling!), Reports have been generated, and you are ready to start working on your next big goal.
What happens to the finished Project? Projects stay in the same location in the Workspace and no data is automatically deleted. As you finish a Project there are a few things you can do.
Change the Status
Changing the Project status to “Completed” is the finishing note, it tells everyone that everything has been finished and there’s nothing left to do.
Quick Tip: Pull Reports based on Projects by status to see how much you’ve completed this week, month, or quarter.
Update the Project’s Description
This is optional, but if any key takeaways or conclusions were made based on the Project, you can summarize them in the Project’s description field. This can save teammates time if they ever need to quickly reference the Project in the future.
Archive the Project
Keeping too many completed Projects in their original locations may clutter up the Workspace, so to make it easy to distinguish between active and completed Projects, we recommend creating a special "Archive” Folder. Projects which you store here are easy to open and reference at any point in the future.
Quick Tip: Name the archive Folder “zArchive” so that it appears at the bottom of the Navigation panel.