How to Close/Deactivate projects

PLNAR makes it easy to close out completed or abandoned projects. A quick way to keep your content up-to-date & organized.

Tommy avatar
Written by Tommy
Updated over a week ago

Closing Projects

To close a project, launch the PLNAR Portal and locate your client's project on the project list view.

Click the gear icon to open the Project Options menu:

Located in the upper-right, you'll find the Close Project button. Click to close the project and remove it from your list view (upon refresh). Closing a project is like archiving an email, it removes it from view without deleting all its data. This helps keep your inbox clutter-free!

To view/hide closed projects, click the middle icon that looks like an eye on in the top-right corner of the main view.

Re-opening a project follows the same procedure. Be sure to Show Hidden Projects using the icon above to find a previously closed project.

Deactivating Projects

If you accidentally initiate a project on the wrong claim, you can close the project and disable the project link to avoid project submission. Click the green toggle shown below to deactivate the project link:

If you have more questions regarding the SNAP App, please check out the answers to our most frequently asked questions about the app in our learning center located here

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