---
title: How To Edit And Delete A Project
description: Edit a project in Exterio from the three-dot menu, update stage or status manually, edit project fields and notes, and delete a project you no longer need.
---
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# How To Edit And Delete A Project
Projects change as jobs progress — a work type gets added, the stage moves, a second contact needs access. This article covers editing project information, updating stage and status, and deleting a project.
### When you'd use it
- The homeowner adds gutters to a roofing job
- A project needs to move to the next stage and no automation fired it
- A spouse or property manager needs to be on the project as a contact
- A project was created in error and needs removing
### Before you start
Start on the project page for the job you're editing. Everything in this article happens from there.
### Editing core project information
1. Click the **three dots** in the top right corner of the project page.
2. Click **Edit**.
This opens the core information shown in the project header area:
| Field | Notes |
| --- | --- |
| **Project address** | Where the work happens |
| **Project name** | Name Format for all of your projects set in your settings |
| **Project number** | Unique identifier set from your settings |
| **Work types** | Add additional work types if the scope grew |
| **Track** | Which track the project is on |
| **Tags** | Applied to the project |
| **Contacts** | Add existing contacts, or change who is primary |
Make your changes and click **Save**. The project updates immediately.
### Changing stage or status manually
Stage and status often move automatically based on trigger events. When they don't, you can move them by hand.
1. Click the **stage** or the **status** on the project.
2. An adjustment bar opens.
3. Select the new stage or status and update.
The change is reflected on the project and on the Kanban board.
**Automations still fire.** Any automation driven by a stage or status change will run from a manual adjustment just as it would from an automatic one.
### Editing project fields
Custom and system project fields live in the **Overview** area, organized however your project fields are set up.
1. Go to **Overview**.
2. Click **Edit** on the section you want to change.
3. Adjust and save.
### Editing notes
Click into the notes area, type, and save.
### Deleting a project
1. Click the **three dots** in the top right corner.
2. Click **Delete**.
3. A confirmation window appears. Confirm the deletion.
You'll land back on the Projects page, and the project no longer exists in your CRM.
### Tips and gotchas
- **Manual stage changes trigger automations.** This is the single most important thing on this page. Moving a project by hand is not a quiet correction — if an automation is tied to that stage, it fires. That could mean a customer email, a text, or a task assigned to someone.
Before you drag a project forward to tidy up the board, know what's attached to that stage. And if you moved a project by mistake, moving it back doesn't unsend what already went out.
- **Add work types, don't replace them.** When a roofing job grows to include gutters, add the work type. Overwriting loses the record of what the job originally was.
- **Deleting a project is permanent, and it's not the same as closing one.** A finished job should be moved to its completed stage, not deleted. Deletion is for projects created in error or duplicates — the record of real work is worth keeping.
- **Deleting the project doesn't delete the contact.** The customer stays in your CRM. If you also want them gone, that's a separate action — see *How to Delete a Contact*.
- **Change the primary contact deliberately.** The primary contact is who your team reaches out to. If a spouse or property manager should be the point of contact, make them primary rather than just adding them.
- **If a project won't move stages, look for an incomplete required task.** Required tasks gate stage changes by design. See *How to Create a Task*.
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