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Close a package

When a work package is completed, it's time to close it down. Learn how in this quick overview.

The following criteria must be met to close a package:

  • You must be the package administrator.
  • If the package is part of a package hierarchy, all child packages must be closed first.
  • All mail created from this package or linked from the sent folder of the Mail Register must be Closed-Out.

When you close a package, you close ALL versions even if there are ones that haven’t been shared with you. For example:

  • You have V2 of a package.
  • A user in a different organization creates V3.
  • You close V2, and, even though it hasn’t been shared with you, you also close V3.

Once you have satisfied all the criteria listed above, click Close Package at the top of the screen. 

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