Archive and Unarchive Tasks

Overview

Tasks are intended to help moving companies keep track of the inner workings and action items, related to a lead or active customer. Tasks offer the following benefits:

• Users can stay organized with tasks for each project
• Users have visibility into what’s urgent and past due
• Users always know “what’s next” for any given project
• Quickly find out who did what on any project
• Management has better visibility into who is working on what, allowing them to load-balance work as needed

Steps to Follow

Archive a Task

1. Start by navigating to Tasks and click on Bulk Edit 

2. Select all the tasks that you wish to archive

3. Click on Actions > Archive tasks

4. Click on Archive Tasks 

5. Congratulations ~ you're all done! These tasks will no longer show up on your tasks dashboard. You may see them by clicking on Filter > Show archived tasks

Unarchive a Task

1. Start by navigating to Tasks and click on Filters

2. Click on Show archived tasks

Note: Your view now displays archived tasks as well as unarchived tasks

3. Click on Bulk Edit

4. Click on Actions > Unarchive tasks

5. Click on Unarchived tasks 

6. Congratulations ~ you're all done! All selected tasks will now be unarchived and displayed on your tasks dashboard