How to Archive a Completed Project Properly

To archive a completed project, you remove it from the active view without losing what it contains. Deletion loses the history; leaving it active clutters the board.

Why closed projects cause problems

They are finished for the team and still relevant to everyone else.

Boards crowded with work nobody is doing
Reporting distorted by completed items
Historical detail lost when a project is deleted
Nobody able to answer what a past project cost

What to preserve

The final figures — budget, spend, and hours consumed
The stage history, showing where time went
Documents, including meeting notes and deliverables
The discussion, held in the record's own chat
Connected records, such as expenses and purchase requests

How to do it in Jestor

Move the project to an archived status in Jestor rather than deleting it.
Confirm archived records are excluded from active boards and charts.
Check the project's documents are attached to the record rather than stored elsewhere.
Review the SLA data for the project before it leaves the active view.
Use the recycle bin only for records created in error, not for completed work.

Why choose Jestor for project history?

Jestor distinguishes archived from deleted: archived records leave the active table and the charts while remaining available, which is what keeps historical questions answerable.

Because documents and discussion are attached to the record rather than filed separately, a project archived a year ago still contains the reasoning behind its decisions.

Frequently Asked Questions

Does archiving remove it from charts?

Yes, archived records leave the active table and charts. See jestor.com.

Should I delete completed projects?

No — archiving preserves the history.

Are attached documents preserved?

Yes, they remain on the record.

Video Tutorial: Step by Step

Check out other practical tutorials on the Jestor YouTube channel.

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