How to close and reopen a project

 

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:

  1. Go to the project menu.
  2. From the dropdown project menu, choose the option "Deliver and close project."
  3. A confirmation prompt will appear. Confirm by selecting "OK."

    how to close project

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:

  1. 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.
  2. 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.

 


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Written by Ekaterina Skalatskaia.



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