Holded gives you several options when it comes to organizing the projects you're working on. In this way, you will be able to duplicate projects and take advantage of structures that you have already used previously, as well as archive or delete them to maintain the order you need.
Duplicate a project
To duplicate a project in Holded, follow these steps:
Go to Projects , and click on the project you want to duplicate
Click on "Settings", and select the "General" option
Click the three dots (⋮) menu, top right:
Select the "Duplicate" option
Enter the name of the duplicate project
Select a contact to associate with the new project
Indicate which project data you want to duplicate using the corresponding selectors:
Click the "Duplicate" button to confirm
Archive a project
To archive a project to Holded, follow these steps:
Go to Projects , and click on the project you want to archive
Click on "Settings", and select the "General" option
Click the three dots (⋮) menu
Select the "Archive" option in the menu
In the popup window, press the "Confirm" button to execute the action
Delete a project
To delete a project in Holded, follow these steps:
Go to Projects , and click on the project you want to delete
Click on "Settings", and select the "General" option
Click the three dots (⋮) menu
Select the "Delete" option in the menu
In the popup window, enter the confirmation text in the indicated field
Click "Delete" to validate the action