Archiving and deleting projects in Productive ensures you manage your data efficiently while preserving essential information.
Why Archive Instead of Delete?
Projects often contain vast amounts of important data, from tasks and docs to time entries and budgets. Deleting them can lead to accidental data loss.
Archiving a project is a safer alternative, allowing you to retain all information without cluttering your active project list.
When a project is archived, you can still access it, but you cannot log time entries for the services in the budgets, open new budgets, add new tasks, save and share views, or add new project members. You can still create and send invoices based on the previous time logged and previous budget settings.
Archiving a Project
Archiving removes the project from your active list while keeping all data intact for future reference or potential restoration.
If you have any undelivered budgets in the project, the app will give you a heads-up and a chance to deliver the budget and invoice your client before archiving the project.
1) Open the Project Sidebar
Access the project you want to archive.
Click on the project sidebar.
2) Select Archive Project
Navigate to the additional actions tab.
Select "Archive project".
Tip: To keep your project list organized, go to Project management > Projects, add a Status = Active filter, and save the view for easy access to only active projects.
Restoring an Archived Project
If you ever change your mind about an archived project, you can easily restore it.
1) Open the Project Sidebar
Access the project you want to archive.
Click on the project sidebar.
2) Select Restore Project
Navigate to the additional actions tab.
Select "Restore project".
Tip: You might need to employ the Status = Archived filter to locate your archived projects first.
Deleting a Project
If you are sure you want to permanently delete a project, you must first archive it.
Deleting a project will also delete tasks, budgets, invoices and time entries belonging to the project.
1)Archive the Project:
Follow the steps above to archive the project.
2) Delete the Project:
Once archived, open the project sidebar.
Select "Delete Project" to remove it.
Recycle Bin
The deleted project will end up in the Recycle Bin. From there, you can restore it or delete it permanently.
When you've found the project you were looking for, open the three-dot menu to the right and click on "Restore" to bring it back to life with all its components (budgets, time entries tasks, etc.) or select "Delete forever" to permanently remove it from Productive.
Restoring the project from the Recycle Bin will return the project to its archived state. To modify it, you'll need to restore it once more following the steps described above.
Deleting Tasks with Subtasks
If a project containing parent and subtasks is deleted, all subtasks belonging to it will be converted into tasks.
This means that if you restore the project, the tasks and subtasks will be restored as well, but the former subtasks will be restored as "regular" tasks and they will no longer have a parent task.