Managing Projects

Projects move through a status workflow from creation through to completion or archive. This article covers how to find, update, and close projects once they are created.

Find a project

1. Go to Projects → Projects.
2. Use the search or filters to find by name, status, or date.
3. Click the project to open it.

Update a project

1. Open the project from Projects → Projects.
2. Click Edit.
3. Update the details — name, status, dates, venue, client, or manager.
4. Save.

Change project status

Projects move through these statuses: Created → Confirmed → Live → Completed (or Cancelled or Archived).

1. Open the project.
2. Update the status field to reflect the current stage.
3. Save.

Add tags to a project

1. Open the project.
2. Add tags to help with filtering and grouping.
3. Save.

Things to know

• The project activity log records every change made — who did it and when.
• Cancelled and archived projects remain in the system and can still be opened and reviewed.