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How do I close a project?
How do I close a project?

Guide to closing a qual project

Michael Hess avatar
Written by Michael Hess
Updated over a month ago

1. From the project dashboard, select the project you would like to close


2. Ensure candidates are in a terminal state

If any of your respondents are not in a terminal state (Interview Complete, Did Not Interview, Bad Match, No Show etc.), you will have to move them into a terminal state before completing your project. Click Resolve to be taken to the Manage Respondents tab.

Ensure candidates are in a terminal state

3. Navigate to "Manage Respondents"


4. Check any candidates that are not yet in a terminal state.


5. Select the action to apply to all selected candidates in order to update their status accordingly


6. Click on Complete Project

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