Before you start
- An active Trial or plan. New Projects can’t be created until the Owner verifies a card for the Trial or chooses a plan.
- A free active Project slot, to create or restore a Project.
What archiving and deleting do
ActionWhat happens
ArchiveHides the Project from the active list and frees its active Project slot. Reports and files are kept read-only, and published hosted reports stay live until you unpublish them. Nothing is deleted.
RestoreReturns the Project to the active list. It needs a free active Project slot.
DeleteRemoves an archived Project from the Workspace and disables its public report links. Only the Owner can delete, and it can’t be undone in the app.
Steps
Step 1: Choose New Project
In Projects, choose New Project.
Step 2: Name the Project
Enter a Project Name your client will recognise, because it appears on reports and PDFs. Add the client or business and notes such as audience, goals, and tone if they help, then choose Create Project.
Step 3: Edit the details later
Open the Project, change its details, and choose Save Changes.
Step 4: Archive a Project
Open the Project, choose Archive Project, and confirm. Archived Projects are listed separately in Projects.
Step 5: Restore a Project
Open the archived Project and choose Restore Project.
Step 6: Delete an archived Project
Choose Delete Project… and confirm. Deleting is a sensitive change, so Prooflin asks you to confirm it’s you with a passkey or authenticator.
What you should see
Active Projects appear in Projects. Archived Projects are listed separately, stay read-only, and don’t use active capacity.
Common problems
Archive a Project you no longer need, or ask the Owner about a larger plan.
Restore the Project to edit it.
Archive the Project first, then delete it.
Ask an Admin or the Owner to make you a Member.
Next steps
- HELP ARTICLEUnderstanding Workspaces, Projects, and team rolesWhat a Workspace owns, how Projects organise your work, and what each role can do, so you can give your team the right access.
- HELP ARTICLEUnderstanding monthly allowances and capacity limitsWhat counts against your plan, what resets each month, and what to do when you reach a limit.
- CONTACTContact UsIf this article didn’t resolve your question.