Deleting Projects: How to Manage Dormant or Completed Projects
Effortlessly manage completed or inactive projects with Atarim’s delete and archive options.
Relevant For
- Project managers
Prerequisites
- Access to the project you want to delete or archive.
Key Features for Managing Projects
1. Deleting a Project
Permanently remove a project and all associated data when it is no longer needed.
Instructions:
- Navigate to the project block on the project screen you wish to delete.
- Click the kebab menu (three vertical dots) on the project card.
- Select Delete Project from the menu.
- A confirmation screen will appear. Enter the provided confirmation code to finalize the deletion.
- Deleting project will free up the project slot.
Warning: Deletion is irreversible, and all associated tasks, comments, and files will be permanently removed.
Example Use Case:
An agency deletes a completed internal test project to free up space and declutter the workspace.
2. Bulk Deleting Projects
Remove multiple projects simultaneously using Grid or List View.
Instructions in Grid View:
- Hover over the project card and click the checkbox that appears.
- Repeat this for all projects you want to delete.
- Click Delete button located in the top bar.
- Confirm the action by entering the provided confirmation code.
Instructions in List View:
- Select the checkboxes next to each project you want to delete.
- Click Delete button located in the top bar.
- Finalize the process by confirming the action.
Warning: Bulk deletion is also irreversible, so proceed cautiously.
Example Use Case:
A project manager bulk deletes old projects after exporting their data to a secure location.
Archiving as an Alternative to Deletion
When unsure about permanently removing a project, consider archiving instead.
Benefits of Archiving
- Data Retention: Keeps all tasks, comments, and files intact for future reference.
- Reactivation: Archived projects can be easily revived when needed.
- Slot Management: Archived projects do not count toward your project allocation, freeing up space.
Instructions:
- Navigate to the project’s kebab menu (three vertical dots).
- Select Archive Project instead of delete. OR
- Bulk select projects and Click Archive button on the top bar.
- To access archived projects, go to the Archive Section via the top-right kebab menu in the Projects Screen.
Example Use Case:
An agency archives inactive client projects to retain historical data while decluttering active views.
FAQs
All associated tasks, comments, and files are permanently removed and cannot be recovered.
Yes, archiving is a safer alternative that retains all project data while removing it from active views.
Yes, archived projects do not count toward your project allocation.
Archived projects are available in the Archive Section, accessible via the top-right kebab menu in the Projects Screen.
Tips & Tricks
- Archive When in Doubt: Use the archive option to retain historical data for future reference.
- Bulk Manage Projects: Use bulk actions in Grid or List View to save time when managing multiple projects.
- Export Data Before Deleting: Ensure important files and comments are saved elsewhere before permanent deletion.
- Review Archive Periodically: Regularly review archived projects to identify those that can be reactivated or permanently removed.
- Train Your Team: Educate team members on the differences between deleting and archiving to avoid accidental data loss.
