Project managers keep archived projects in client sheet
Project managers keep archived projects in client sheet
Project managers risk lost or duplicate client records when archiving manually. Archive events add the project to the client sheet and remove the original row, keeping records accurate for handoff.
Overview
Manual archiving scatters client records and creates billing and handoff risk for project managers. This flow routes archived projects into the client project sheet and removes the source row, eliminating duplicate entries and delivering cleaner records so managers can complete closeouts faster.
Notable Features
- Move archived projects to client sheet
- Delete original project row
- Add archive date and notes