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.
🕰️ Est. Time: 5 minutes
🎯 Goal: Understand how to archive and restore Jobs to help keep your workflows running smoothly
🔑 Requirements: Permissions to edit 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!
💡 - you can't edit an archived job directly. If you need to make any changes, restore it first (see below), make your edits, then re-archive it once you're done.
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.
💡 - ensuring all tasks and time entries related to the job are complete and marking the job status as 'Complete' before archiving it can prevent issues like jobs unexpectedly reopening later.
Archiving Multiple Jobs
If you have multiple jobs to archive, no worries! You can do it all at once following the below steps:
Head to the Jobs screen
Use the check boxes to select the Jobs you want to archive
Click the three dot menu > Archive
Click '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?
To bring your Archived Jobs into view, utilise the 'Job Status' filter and tick the 'Archived' option - see below steps:
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 right 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:
Head to the Jobs screen
Use the check boxes to select the Jobs you want to archive
Click the three dot menu
Select "Restore."
With these simple steps, you can keep your workspace tidy and organized while still having access to important information. Happy archiving! 🧹📂
Remember, troubleshooting and properly managing archived jobs ensures a more streamlined workflow!