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Everything You Need to Know About Archiving Projects in Goodshuffle Pro

Learn when, why, and how to archive projects—including bulk options, common roadblocks, and the difference between archiving and closing fulfillment.

Colin Connor avatar
Written by Colin Connor
Updated yesterday

This feature is available on all Goodshuffle Pro Plans.

Archiving projects in Goodshuffle Pro helps keep your Projects List clean and focused. Whether you're finishing an event, clearing canceled jobs, or tidying your dashboard, archiving lets you focus only on what's active.


When Should I Archive a Project?

Archiving projects removes them from your “Open Projects” folder so you can focus on upcoming, active events.

You should archive a project when:

  • The project is completed, and all payments have been received

  • The project is canceled

📌 When you mark a project as “Lost”, it will be archived automatically.

Need to know more?


Why Can’t I Archive a Project?

You cannot archive future projects unless they are marked as “Lost.”

Archiving is intended to help you clean up:

  • Past projects that are complete, or

  • Future projects that are no longer moving forward

If a project is still scheduled for the future and hasn’t been marked as lost or canceled, it won't be eligible for archiving.

How to Archive a Future Project

  1. Mark the project as “Lost”

  2. It will be automatically archived

Tip: Check the Project Timeline to ensure the event has already occurred or is no longer relevant.


How to Archive a Single Project

Want to remove a completed project from your “Open Projects” list? Archiving is the way to go! Archiving a project is best practice once:

  • All item movement is complete, and

  • Full payment has been received

Steps to Archive a Project:

  1. Open the project.

  2. Click “More” in the top-right corner.

  3. Select “Archive Project.”

Once archived, the project will be removed from your “Open Projects” view.

Note: Archived projects are not deleted. You can still:

  • Search for them

  • Duplicate them

  • Reference past details as needed

Where are my Archived Projects?

To view archived projects:

  • Go to your Projects tab

  • Check the box for “Include Archived Projects” in the bottom-left corner


How to Bulk Archive Projects

Bulk archiving projects removes them from your “Open Projects” folder, allowing you to focus on upcoming, active projects.

You should bulk archive projects when:

  • They are completed and fully paid

  • They have been canceled

  • They’ve been marked as Lost (these archive automatically)

Steps to Bulk Archive:

  1. Go to your Projects tab.

  2. Use filters like Project Status or Fulfillment Status to find completed or canceled jobs.

  3. Select multiple projects using checkboxes (or select all).

  4. Click “Bulk Archive”“Continue”“Archive Projects”


What’s the Difference Between Closing Fulfillment and Archiving a Project?

Action

What it does

When to use

Close Fulfillment

Indicates item movement is done

When you've checked in/out all items

Archive Project

Removes the project from Open Projects

When the job is fully wrapped and paid

The fulfillment status is meant to show that physical work with items is complete (e.g., item is checked back in). Archiving is for removing the project from your workflow once everything is settled, including payments.

Example: You may close fulfillment, but keep the project open while waiting for final payment.


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