Projects & Offers

Completing and reopening a project

Completing and reopening a project

Close finished work, free a plan slot, and reopen it if the client comes back.

An Active project stays Active until you close it. Completing is how you mark the work finished and take the plan slot back.

Completing

The button is on the project page and only appears on Active projects.

What changes, and what doesn’t

The status moves to Completed and the project stops counting against your plan’s active project limit.

Everything else stays put. The offer, the contract, the activity history, and every invoice are exactly where you left them.

The offer was already locked the moment your client accepted, so completing a project doesn’t take away anything you still had.

Reopening

Completed projects get a Reopen Project button.

The one thing that can stop you is your plan's limit.

Completing released a slot, so reopening has to take one back. At the cap, complete something else first or move up a plan.

Completed is not Rejected

Both free a slot, but they mean opposite things. Completed is work that happened. Rejected is work that never did, because your client declined or you cancelled it.

Only Completed counts as won.

On a simple project, Completed is the only way out. There’s no offer for a client to decline, so cancelling isn’t offered.

It’s in the history

Completing and reopening both land in the project’s activity feed with who did it and when.

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© 2026 Trueform LLC. All rights reserved.

A product by Trueform

© 2026 Trueform LLC. All rights reserved.

A product by Trueform

© 2026 Trueform LLC. All rights reserved.

A product by Trueform

© 2026 Trueform LLC. All rights reserved.

A product by Trueform

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