Project lifecycle
Mark a project complete — the handover checklist
Close out properly — final payments, files, contract obligations.
Updated 12 May 2026
Quick summary
One or two sentences describing what the user accomplishes by following this article.
Steps
- Step one.
- Step two.
Related
See related links below.
Related articles
Stop a project gracefully
When a client drops out, end it cleanly. Keep history, write off balance, deactivate portal.
Record a payment — full or partial
Mark payments received, split partials, and keep your receivables clean.
Put a project on hold
Pause notifications, reminders, and briefings without losing any data.