Closing a project properly is essential for maintaining organization and ensuring all project components are completed. Follow the steps below to close a project once it is done:
- Go to the project menu.
- From the dropdown project menu, choose the option "Deliver and close project."
- A confirmation prompt will appear. Confirm by selecting "OK."
Note: A project can only be closed if all artworks are either canceled, delivered, or shipped.
If you need to reopen a closed project, follow these steps:
-
Search for the Project:
- Use the search function to find the project by its order number or project name.
- Ensure that you include "closed" under the select states dropdown menu.
-
Reopen the Project:
- Select the project from the search results.
- Right-click on the project and choose the option "Reopen Project."
Watch this short clip to learn how to close and reopen a project.
Written by Ekaterina Skalatskaia.