Rename, archive, move or delete a project

Projects change: a client rebrands, work pauses, a contract ends. The project's settings cover each case. Archive is reversible; delete is not.

Steps

1. 1

   Open the project's settings

   On: Project settings

   Open the project and press Settings at the top right of the project home.

   You should see: The Project settings page.

2. 2

   Edit the details

   On: Project settings

   Under Project metadata press Edit. Change the Name, Status (Active, Paused or Archived), Visibility, Client name, Client email, Brand color, Icon and Description. The Slug cannot be changed, because the project's addresses depend on it.

   You should see: The new details are saved.

3. 3

   Set the timezone and rate

   On: Project settings

   Under Project timezone press Change and search for the client's timezone. Under Default hourly rate set the rate used for time entries.

   You should see: "Saved".

4. 4

   Archive a finished project

   On: Project settings

   In the Danger zone press Archive. It hides the project from the list but keeps all its data. Restore brings it back.

   You should see: The project leaves the Active list and appears under Archived.

5. 5

   Move it to another workspace

   On: Project settings

   Transfer… moves the project into another workspace you own. Members and pending invitations are removed, so you must invite them again on the other side.

   You should see: The project appears in the other workspace.

6. 6

   Delete only when certain

   On: Project settings

   Delete project permanently wipes the project and all its data. It cannot be undone. Archive instead unless you are sure.

   You should see: The project is gone for good.

Tips

• Under Project hierarchy a project can be made a child of another, for example one project per location under a parent client.
• Pause a project, not archive it, when work is only on hold.

Troubleshooting

"Only the source workspace owner can transfer this project."

Ask the owner of the workspace the project is in now.

"You don't own the destination workspace."

You can move a project only into a workspace you own.

"Project is already in that workspace."

Nothing needs doing.