Project Completion Guide

Once we have completed a project, we retire it in our

to prevent confusion. Here are the typical steps:

  • Go to the
    Asana
    Asana
    project and add a final project update with the “Complete” status:
image
  • Archive the project in Asana and remove it from any portfolios it is in
  • Go to the
    🗺️
    Project Plan
    , change the status to “Project Complete”, and update the timeline to match the final deploy date.
  • Check if there is an
    💌
    Invoice
    due upon completion of the project. If so, issue it.
  • Double-check that all the hours in
    Harvest
    Harvest
    are accurate and in the right locations. Then, archive the Harvest project.