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Question

completed projects

  • September 3, 2024
  • 1 reply
  • 20 views

Scott Paulk
Rising Star
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is there a way to send completed projects to the completed tab only without having to archive them? i want to only show my active projects without seeing all the completed projects on the same tab. i know i can archive them but i still want to be able to see them just not clutter up my active tab

1 reply

kitzzy
HoneyBook Employee
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  • HoneyBook Employee
  • December 5, 2024

Hi ​@Scott Paulk,

Kitzzy here from the HoneyBook Education team. You can create a custom stage in the pipeline called “Completed” for these projects. But it sounds like you want to be able to click Active projects and not see these completed projects? If so, one thing you could do is add a tag to these projects, then use a filter to exclude projects with that tag.

Here’s a few related help articles:

Let me know if this helps,

Kitzzy