Deleting or Archive an Existing Project

Organizations often manage multiple projects simultaneously to meet their clients' needs. However, there are several circumstances that may lead to a project being archived or deleted. These include project completion, changes in strategy or legal requirements, project failure, cancellation, organizational restructuring, or shifts in business priorities.

To accommodate these situations, Keka provides options for archiving or deleting projects based on your specific needs.

To archive or delete a project, follow these steps:

Start by navigating to the Projects section (1) and clicking on the Projects tab (2). This will display the Project List (3). From there, select All Projects (4) to view all the projects currently available in the Portal.

Once you are on the All Projects list, locate the project you wish to archive or delete. Click on the three dots (1) under the Actions column, and then choose either Archive or Delete (2) based on your specific needs.

A confirmation popup will appear to verify your action. Please provide a reason for archiving the project in the designated field, then click on the "Archive" button to proceed.

The project will now be archived and will be accessible in the Archived Projects section.

If you have any further questions regarding the project archiving process, please feel free to reach out to our product support team for assistance!

If you would like to learn how to re-add a client that you have previously deleted, please click here: How to delete the clients which were added?