How do I clear out my closed sales?

Drew Angell

On the Open Sales board, all of my closed sales remain in here so the swim-lane just stacks up taller and taller over time.  

There was another item on my board that I closed some other way, and it got removed entirely from my sales board.  I didn't delete it, but I'm not sure what I did.

Usually I go into "Edit Information" for a Sale, and update the status to Closed - Won or Closed - Lost, and it sits in that lane forever.

Again, though, I can't remember what I did, but somehow I had it pop up to ask me if I wanted to close the sale, and when I said yes, it just removed it entirely from the board.

Anyway, tips on how to work with this board would be greatly appreciated.  Thanks!

Petter Gonçalves

Hello @Drew Angell

Thank you for reaching out.

Per your description, I understand that your done issues are getting stuck in the last column of your board (Done), never disappearing. Is that correct?

By default, an issue is considered done when they are added to the right-most column of the board and properly configured with a valid resolution value. Once this is done, the issue will disappear depending on the type of board you are using.

For Business and Kanban Boards: Issues disappear from the last column after 14 days of inactivity. Select the link at the bottom of this column to see them again.

For Scrum boards: The issue disappears after the current Sprint is completed.

That being said, can you please let us know what project type and board you are using? More specifically, are you using a Business or a Software project?

If it is a Software project, is that Kanban or Scrum? Classic or Next-gen?

Also, please provide us with a screenshot of how your issues are displaying in the board, verifying if the resolution is properly set on those issues with the green flag:

Let us know if you have any questions.