A project can be canceled at any time by editing it, clicking the drop-down arrow in the top right corner, and selecting “Cancel Project” or “Delete Project.”
Canceling a project
To cancel a project:
- Go to the Projects tab and find the project to be canceled
- Click the edit button
- Open the dropdown menu in the top right corner
- Select "Cancel Project"
This will open a popup window to verify that the current information is correct and to select the reason for canceling the project.
To view canceled projects, open the "All projects" dropdown menu, then select "Canceled projects."
To restore the project, open the 3-dot menu on the right side of the project card and select "Restore Project."
A popup will then appear to confirm the action to move the project back to Active.
Deleting a project
To delete a project, follow the same instructions listed above to get to the Projects page.
A prompt will appear to confirm deletion of the project lead and all associated items. Select “Delete Project” to confirm; the lead and all related items will then be deleted.
To keep the project information, reject or cancel the project instead to move it to a different status.
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