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5. How to Delete a Project

Warning:

  • You cannot delete the system’s Default Project—its trash icon is disabled.

  • Once deleted, a Project and all of its associated data (desks, buckets, clients, requests, agreements, etc.) are permanently removed. This action cannot be undone.

Before you begin, make sure:

  • You have the manageAll or manageOwn right on the Projects module.

  • There are no active desks or clients left under this project. You must first delete or reassign all desks → buckets → clients.

Note: you can delete the project’s member only after you’ve deleted them from the desk they have been assigned to. Read more about Desks here.

Navigate to the Projects Tab

  1. Open the Sidebar and click Projects

  2. Ensure you’re on the Projects list or card view (not Board or Analytics).

Prerequisite Checks

You must

  • Remove all desks: In each Desk’s actions menu (⋯), click Delete Desk once its buckets are empty.

  • Reassign or delete buckets: In the Buckets module, remove any buckets tied to this project.

  • Archive or delete clients: In the Clients list filtered by this project, archive or move every client out.

This prevents orphaned records and ensures a clean project deletion.

Deleting the Project

1. Locate the Project Card

Scroll through your Projects grid or use the Search… input to quickly find it by name.

2. Open the Project Actions

On that project’s card, two icons appear in the top-right when you hover:

✏️ Edit (to change settings)


🗑️ Delete (trash can)

3. Click the 🗑️ Delete Icon

If the icon is greyed out, you’re either on the Default Project or there are still desks/clients attached.


Otherwise, the confirmation dialog opens.

4. Review the Confirmation Prompt

Read the warning carefully.


Click Confirm Delete to proceed.

5. Post-Deletion Cleanup

The project will vanish from your list immediately.


Any scheduled automations, notifications, or integrations scoped to this project will no longer trigger.


If you have dashboards or saved filters referencing this project, update or remove them.

Troubleshooting & Tips

  • Trash icon missing? You’re on the Default Project or lack sufficient permissions. Verify your role under Settings → Roles.


  • “Cannot delete” error? Confirm that no desks, buckets, or clients remain. You may need to cascade-delete those first.


  • Audit log: Every deletion is recorded under Settings → Logs. You can filter by “Project deleted” to see who did it and when.


  • Recreating a Project: If you need a project with the same name afterward, you can re-add it, but all previous data will be gone.

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