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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:
Navigate to the Projects module
Click the three-dot menu (or "More") next to a finished project
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?
Open the project
Click the “Reopen Project” button in the top-right corner
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
- © Britixo Software
- © CRM
- © Practice Management
- ⚙️ Settings & Customisation
- Accounting & Bookkeeping Software UK
- Accounting and Bookkeeping Module Guide
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- Help Centre
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- Real Estate Management Module
- 🎟️ Support & Tickets
- 👥 Clients & Contacts
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- 📊 Reports & KPIs
- 📘 Getting started
- 📤 Estimates, Proposals & Contracts.
- 📤 Invoicing & Billing
- 🗂️ Projects & Tasks
- 🧲 Leads & Sales
- How to Set Up Email Templates & Email Branding in Britixo
- How to Set Up Your Branding and PDF Templates in Britixo
- How to Add Custom Fields for Clients, Projects and Invoices
- How to Use the Quick Actions Menu in Britixo
- How to Use the Global Search Bar Efficiently in Britixo
- How to Create and Assign Tasks in Britixo CRM
- How to Track Time on Tasks in Britixo CRM
- How to Comment and Collaborate on Tasks in Britixo
- How to Create and Manage Projects in Britixo CRM
- Assigning Staff and Customers to a Project in Britixo
- How to Add Tasks to Projects in Britixo CRM
- Understanding Task Status and Priorities in Britixo CRM
- Using the Kanban Board to Manage Tasks in Britixo
- Tracking Time for Tasks and Projects in Britixo
- Creating and Managing Project Milestones in Britixo
- Uploading and Sharing Project Files in Britixo CRM
- Using Project Discussions to Collaborate in Britixo
- Creating and Sending Project Invoices in Britixo CRM
- Setting Project Permissions for Team Access in Britixo
- Archiving or Marking a Project as Finished in Britixo
- Filter Projects by Status or Assignee
- How to Change the Status of a Project
- How to Track the Activity of a User in Britixo
🧠 Still need help?
Check out the full documentation or explore our video library or follow the link below to create a support ticket.
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