After finishing a project, Bonsai allows you to:
Mark a project as completed
Archive a project
Delete a project
Each option has specific effects on your project visibility and data retention.
Marking a project as completed
Steps:
Navigate to your Project page.
Click the additional options (•••) in the top-right corner.
Select Mark Complete from the dropdown menu.
Reversing Completion:
Go to the Projects page.
Use the Status filter and select Completed.
On the desired project, click additional options (•••) → Restore Project.
The project will now appear in your active projects list.
Archiving a project
Archiving a Project
Purpose: Archiving ends a project so documents can no longer be signed or paid by the client, but both you and your client still retain access to documents.
Steps:
Navigate to the project page.
Click additional options (•••) → Archive Project.
The project will no longer appear in your active projects list.
Accessing Archived Projects:
Go to the Projects page.
Use the Status filter → select Archived.
Restoring Archived Projects:
On the archived project, click additional options (•••) → Restore Project.
The project will return to the active projects list.
Deleting a project
Permanently removes a project and all linked data, including contracts, invoices, tasks, time entries, and proposals.
Steps:
Navigate to the project entry on the Projects page.
Click additional options (•••) → Delete Project.
Confirm the deletion in the pop-up.
Note: Deleting a project on Bonsai is irreversible. Before deleting a project, ensure that you have saved any data required for your records.
Frequently Asked Questions
Are my archived and completed projects accessible to clients within their client portal?
Completed projects: Yes. Clients retain access to project details and associated documents, including invoices, proposals, and contracts.
Archived projects: No. Clients cannot see archived projects; only you and your internal team have access.
If I mark my project as completed, will this have any impact on the associated tags or its status?
Tags and statuses must be updated manually, as this is not an automated function on Bonsai at the moment.
Can I mark multiple projects as completed or archived in bulk?
Each individual project will need to be marked as completed or archived.
If you have any further questions, get in touch with Bonsai's Support team at support@hellobonsai.com for assistance.