Bulk archiving projects removes them from your ‘Open Projects’ folder, allowing you to focus on upcoming, active projects/events.
You should archive projects when they are completed (and all payments received) or canceled (note that when you mark a project as ‘Lost', it will automatically be archived).
How to Bulk Archive Projects
Follow the steps below to get started.
Use the Project List and Project Status filters (i.e., Contracts, Action Needed projects, Quotes, or New projects) to narrow down your search for completed projects
Select multiple projects or bulk select all projects in your view
Click 'Bulk Archive', 'Continue', and then 'Archive Projects'
The GIF below shows an example of 'Contract Signed' projects filtered by 'Logistics starts' in December 2024.
