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How do I close a project?

Guide to closing a qual project

Michael Hess avatar
Written by Michael Hess
Updated over 10 months 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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