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# Changing the Status of a Transaction

# Changing the Status of a Transaction

Every transaction has a **Status** that controls whether it's active in your workflow. There are three:

* **Active** — transactions you're actively managing.
* **Closed** — use when a transaction closes. This does **not** remove tasks; you can still complete post-closing tasks.
* **Archived** — use when a transaction falls through, is cancelled, or terminated. This **does** remove all outstanding tasks from your to-do list.

## How to change the status

1. On the **Transactions** page, open the transaction you want to edit.
2. Click **Open…** and select **Transaction Setup**.


![](https://storage.crisp.chat/users/helpdesk/website/-/f/4/3/f/f43f5e89d91dd000/screenshot-2026-05-29-at-41521_fmzufo.png =300x382)

4. Change the Status and click **Update**.


![](https://storage.crisp.chat/users/helpdesk/website/-/f/4/3/f/f43f5e89d91dd000/screenshot-2026-05-29-at-41529_h42wox.png =500x443)



The transaction now appears under the matching status on the Transactions page.

| **Archived** removes all outstanding tasks. **Closed** keeps them, so you can still complete post-closing tasks.