Overview
It's important to close out projects when they have been completed so it reflects that in reporting. Once all the steps in your project have been completed, mark the project as "Done" in the project overview screen. Use this article to train your resources on what to do when project is complete!
The project will not mark itself as done automatically because a final summary is sent out and we don't want that to send if tasks were mistakenly marked as done.
How to close out a project
Open the project
Click the “Overview” tab
On the “Project Overview” block, on the top-right corner, you’ll see the status of the project. Mark the project as “Done”.
Once the project is marked “Done”, GUIDEcx will send out a final project overview email to all team members (internal + external) showing that the project has been completed.
An example of this project overview email is shown below:
Best Practices
Before marking a project as DONE, leave a PM note! That PM note will send out with the final project overview. It's a great time to give people shoutouts, recap resources, and even ask them to leave a review! Note: the PM note + final project overview send out to every team member.
We've seen our best customers add an internal hidden task at the end of the onboarding project that reminds them to add a PM note before closing out the project!
FAQs
How long will my project be accessible for?
How long will my project be accessible for?
Active providers, third-parties, and customers of projects may access any completed project no matter when it ended. If projects are deleted by the provider, or the provider does not maintain an active subscription to GUIDEcx, the projects will become inaccessible.
Why doesn't the project mark itself as done?
Why doesn't the project mark itself as done?
We've learned that just because all the tasks are done in an onboarding experience, there may be a few open items left before a customer graduates onboarding. So to avoid the awkward "Why are you emailing me and telling me my project is done, but I still have unaddressed items" conversation we let the assigned project managers mark the project as done themselves. Think of it like the final sign-off!