Manage projects from the dashboard

Manage projects from the dashboard

The Projects dashboard is where you find, open, archive, restore and delete projects in thesheet.

Open the Projects dashboard

• Select Projects from the main navigation.

• Use Active to see current projects.

• Use Archived to see projects that have been moved out of your active list.

What’s included by plan

• Solo: you can have up to 3 active projects. Archived projects are kept for 12 months, then deleted.

• Studio and Agency: you can have unlimited active projects and unlimited archived projects. Archived projects are kept for 7 years.

• If a project was created or edited while your Studio or Agency subscription was active, it is kept in the archive for 7 years too.

Open or find a project

• Use the search field to search by project name.

• Open the project card.

• Select View project to open the project.

Create a new project

• Select Project.

• Add the project details.

• Save the project and start adding products.

Archive a project

Archive a project when you want to remove it from your active dashboard without deleting it.

• Go to Projects.

• Stay on the Active tab.

• Open the three-dot menu on the project card.

• Select Archive Project.

The project moves to the Archived tab.

View archived projects

• Go to Projects.

• Select Archived.

• Use search if you need to find a specific archived project.

Archived projects stay available from this tab until the end of their archive lifetime.

Restore an archived project

• Go to Projects.

• Select Archived.

• Open the three-dot menu on the project card.

• Select Restore Project.

The project moves back to the Active tab.

Delete a project

Delete a project when you no longer need it in thesheet.

From active projects:

• Go to Projects.

• Stay on the Active tab.

• Open the three-dot menu on the project card.

• Select Delete Project.

• Confirm the deletion if thesheet asks you to confirm.

From archived projects:

• Go to Projects.

• Select Archived.

• Open the three-dot menu on the project card.

• Select Delete Project to remove it, or Restore Project if you want to use it again.

Only delete a project if you’re sure you no longer need it. If you just want to clean up your active dashboard, archive it instead.