When Clients Pause or Re-Engage on Special Projects
If a client is taking a break or only engages for one-off projects, many firms handle this by:
Creating a dedicated team called “Inactive Clients” with only senior staff or executives added to that team
Important Notes:
Reassignment of Users: When you move a client to a new team, any users not in that team will be unassigned from the client.
Task Visibility on the workspace: If workflows are still active, users in the “Inactive Clients” team will continue to see the tasks in their workspace. Deactivating the workflow will remove the tasks from their workspace
Archiving a Client
Before archiving, be sure to download all essential files and information related to the client.
What Happens After Archiving:
Future tasks and meetings will be removed from your workspace.
Some historical data will remain accessible, including:
Tasks on the workspace
Time entries (logged and budgeted hours)
Forgot to Download Client Data Before Archiving?
Contact our Support Team – we may be able to assist manually.
However, note that some information cannot be restored, including:
Credential-related resources (not stored for security reasons)
Client workflows
✅ The following can be restored:
Client profile (details, contacts, engagement overview)
Document storage