How To: Archive a recurring project

If you no longer need the project you can archive the project. To do this you will have to archive the project from two areas, the 'Recurring' view and the active 'Projects' view. 

From the web-app go to "Projects", navigate to the ‘Recurring’ tab on the Projects Page.


From the "Recurring" page hover on the right-hand side of the project, you would like to archive and when the three dots appear, click on "Archive". 

If you choose to archive the project you will see this pop-up screen (make sure pop-up blockers are off): If you archive a form it will continue to count towards completion rates and be included in reporting. If you DELETE a recurring project it will NOT count towards completions rates nor will it be included in reporting. 


Once you have archived the parent project from 'Recurring' you will need to archive the child (any active, current instances) project from 'Projects' 

And once again you will get a pop up asking if you are sure you want to archive the project, click 'OK' and you're all set. 


If you have any questions or concerns please feel free to reach out to

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