Archiving or Marking a Project as Finished in Britixo?

📘 Introduction:

When a project is completed in Britixo, you can mark it as Finished or archive it to keep your project list tidy. Marking a project as finished stops further editing while preserving all related tasks, files, invoices, and discussions for reference. Archiving further removes the project from active views without deleting it.

🧭 Marking a Project as Finished

✅ 1. Open the Project

• Go to Projects from the sidebar
  
  

• Click the project you wish to complete
  
  

🏁 2. Click “Mark as Finished”

• In the top-right area of the project view, click the “More” dropdown
  
  

• Select “Mark as Finished”
  
  

🧠 Once marked as finished, the project status will update, and it will no longer appear in active lists by default unless filtered.

📥 What Happens After a Project Is Finished?

• The project becomes read-only: no more tasks, edits, or comments can be added
  
  

• All associated data (tasks, files, invoices, timesheets) remain visible
  
  

• You can still view reports, invoice history, or export project data
  
  

• Clients can still access the project in their portal (if previously visible)
  
  

📂 Archiving a Project

Archiving a project removes it from active workspaces for both staff and clients.

Steps:

1. Navigate to the Projects module
   
   

2. Click the three-dot menu (or "More") next to a finished project
   
   

3. Select “Archive”
   
   

🔒 Only staff with proper permissions can archive projects

Archived projects are not deleted and can be unarchived at any time.

🔁 Reopening a Finished Project

Need to resume work?

1. Open the project
   
   

2. Click the “Reopen Project” button in the top-right corner
   
   

3. The project returns to active status and can be edited
   
   

🧭 Viewing Finished or Archived Projects

• Use filters in the Projects list to view:
  
  

• Active
  
  

• Finished
  
  

• Archived
  
  

Go to:

Projects > Filter by Status

You can also search for specific projects using the global search bar.

✅ Tips:

• Mark projects as finished to avoid accidental changes
  
  

• Archive only when you no longer need to access the project regularly
  
  

• Use status filters for cleaner project management views