You’ll learn how to edit archive or delete clients and projects
First lets explore how to edit archive or delete a project
Access the projects page from the navigation bar or the dashboard
Select the project you wish to action – this will take you to the project home page
From here Click the edit icon at the top right to access the project details page
Here, you can adjust the project information including the title, details, description, deadline or you can upload project related documents such as research reports or project briefs
When you’re finished simply hit save
Alternatively, you can either archive or delete the project by clicking the relevant icon on the bottom right.
A notification will appear for you to confirm. Remember, if you archive a project it can be retrieved, but if you delete a project it cannot
To retrieve an archived projects, return to the projects page on the navigation bar and select the status filter “Archived”
Access the project details page and hit the “recover icon on the bottom right
Editing, archiving or deleting clients is very simimilar to projects
Start by accessing the clients page
Then, click the client you want to action which will take you to the client home for that client
This page will show the client details, including all of the related projects
To edit the client simply click the “Edit client” button on the top right of the page
From here you can edit the clients details including the logo, the name and other client information and the client tag and colour – when you’re finished, simply hit save.
Back at the client home for the specific client, you can find the archive and delete botton on the bottom right of the screen –
Remember, archived clients can be recovered in the same way as projects can but deleted clients cannot
It’s also important to remember that deleting a client will automatically delete projects of that client.
As always you’l receive a warning before proceeding
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