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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.