Task archiving

Task archiving in Worklenz is the process of storing completed or inactive tasks in a separate archive while retaining essential task data. Instead of permanently deleting tasks, archiving ensures that past work remains accessible for reference without cluttering active task lists.

Benefits of archiving

• Improved Organization - Keeps the workspace clean by removing inactive or completed tasks from the active task list.
• Easy Retrieval - Archived tasks can be accessed later for audits, reviews, or reactivation.
• Better Performance - Reduces the number of active tasks displayed, leading to improved system performance.
• Historical Reference - Maintains records of completed tasks, allowing project managers to track progress and review past decisions.

How to archive tasks

You can archive tasks in two ways:

1. Right-click and archive

• Select any task in the task list.
• Right-click the task to open the context menu.
• Click Archive from the menu.
• The task will be removed from the active task list and moved to the archive.

2. Using the option bar

• Select any task in the task list.
• A new option bar will appear at the bottom of the page.
• Click the Archive icon on the option bar.
• The task will be moved to the archive.

View archived tasks

To view archived tasks, go to the task list and check the Show Archive checkbox located at the top left corner. The archived task list will be displayed.

Unarchive tasks

• Go to the archived task list by checking Show Archive.
• Select the task you want to restore.
• Right-click and select Unarchive, or use the Unarchive icon on the option bar.