In this guide, we'll show you how to keep your workspace neat and tidy by archiving old jobs. You'll learn when to archive a job, how to archive a job, how to find archived jobs, and how to restore archived jobs.
🤷♂️ When Should I Archive a Job?
Before we dive into how to archive a job, let's first talk about when to do it. We recommend archiving jobs that haven't been active for at least six months or that have already been completed. If a job is taking up valuable space and isn't needed for day-to-day work, it's time to archive it!
💁🏾♀️ How to Archive a Job
Archiving a job is simple! Just follow these steps:
Go to the job you want to archive.
Click on the Three Vertical Dots ⋮ in the top right corner of the job.
Select "Archive" and confirm.
💁🏽♂️ Archiving Multiple Jobs
If you have multiple jobs to archive, no worries! You can do it all at once:
Go to the Jobs screen.
Use the Check Boxes ✅ to select the jobs you want to archive.
Click on the Three Vertical Dots ⋮ down the bottom right corner.
Select "Archive" and confirm.
🔎 Finding Your Archived Jobs
Want to pull key insights into all projects over the last year? Or perhaps make a change to an archived job?
Head to the filters tab on the right side of the screen.
If you haven't got any filters applied, use our handy shortcut to 'include archived jobs'.
If you already have other filters applied, you can click on the 'add filter' button > select job status > tick archived.
Your archived jobs will now appear in the Jobs list.
🔄 Restoring Archived Jobs
Did someone reach out about a job you thought was done and dusted? No problem! You can restore archived jobs just as easily as you archived them:
Go to the job you want to restore.
Click on the Three Vertical Dots ⋮ in the top left corner of the job.
Select "Restore Job."
🔁 Restoring Multiple Jobs
Got a bunch of archived jobs to restore? Here's how to restore multiple jobs:
Go to the Jobs screen.
Use the Check Boxes ✅ to select the jobs you want to restore.
Click on the Three Vertical Dots ⋮ down the bottom left corner.
Select "Restore."
With these simple steps, you can keep your workspace tidy and organized while still having access to important information. Happy archiving! 🧹📂