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Project lifecycle

Put projects on hold, complete them, or stop them gracefully.

Help center

  • Getting started
  • Working with clients
  • Capturing your work
  • Money & invoices
  • Project lifecycle
    • Put a project on hold
    • Resume a paused project and update stale dates
    • Mark a project complete — the handover checklist
    • Stop a project gracefully
  • Daily workflow
  • Put a project on hold

    Pause notifications, reminders, and briefings without losing any data.

  • Resume a paused project and update stale dates

    Pick up where you left off — and fix milestone dates that drifted.

  • Mark a project complete — the handover checklist

    Close out properly — final payments, files, contract obligations.

  • Stop a project gracefully

    When a client drops out, end it cleanly. Keep history, write off balance, deactivate portal.

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