Close a Project
Wrap up a finished project so your active list stays clean while the record is kept.
#Purpose
Cleanly complete and archive delivered work.
#Business goal
A tidy, accurate view of active work.
#At a glance
| Detail | Value |
|---|---|
| Estimated time | 10–20 minutes |
| Departments involved | Delivery |
| Business modules used | Projects |
| AI departments used | — |
| Required permissions | Project management |
| Prerequisites | All project work is complete. |
#Workflow at a glance
1
Finish tasks
All done.
2
Confirm delivery
Client approved.
3
Archive project
Out of active list.
4
Review
Capture lessons.
#Step by step
1
Complete all tasks
Ensure every task is done or resolved.
2
Confirm client sign-off
Make sure deliverables are approved.
3
Archive the project
Set its status to archived to move it out of the active list.
4
Run a review
Capture what went well and what to improve.
#Approval points
No formal approval gate
This workflow does not require a sign-off step, but you can still review before acting.
#Expected result
What you should see
The project is archived, its record retained, and lessons captured.
#Common mistakes
- Archiving with open tasks.
- Skipping the review and losing lessons.
#Troubleshooting
| If this happens | Try this |
|---|---|
| I archived by mistake | Set the status back to active. |
#FAQ
Is archive the same as delete?
No — archiving keeps the record; deleting removes it.
#Keep exploring
#Related workflows
#Knowledge base
#Business modules
Projects Module
Delivery.
Getting Started
Set up your workspace.
Platform Overview
How the OS fits together.
Still need help?
Can’t find what you’re looking for? The DevSphere OS team is happy to help.
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