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 group called “Inactive Clients” with only senior staff or executives added to that group.
In the client profile, change the "Assigned group" to this new group
Do this after the client has become inactive, as it impacts the visibility of the tasks belonging to this client.
In the client profile, set the recurrence to end on the date you stop servicing the client. So future tasks not appear on the workspace.
When the client re-egnages:
Change the assigned group to one of the active group
Change the workflow recurrence
What happens after moving clients to an "inactive clients" group
Tasks assignment: When you move a client to a new group, any users not in that new group will be unassigned from the client's tasks in the future. You will need to reassign these tasks to your staff when the clients become active again and is moved out of the "inactive clients" group.
What happens to the workflows? If workflows are still active, users in the “Inactive Clients” group will continue to see the tasks in their workspace. Deactivating the workflow will remove the future tasks from the workspace. The workflow will also be removed from the client profile.
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