Archive and unarchive processes

How to archive and unarchive processes in Tracker

This article explains how to archive and unarchive processes in Tallyfy. Archiving removes a process from active views without permanently deleting it.

Pausing or stopping processes

Tallyfy does not currently have a feature to “pause” or “stop” a running process temporarily. If a process is started incorrectly, is no longer needed, or was just for testing, archiving is the recommended way to remove it from your active Tracker view. You can delete archived processes permanently later if needed.

Light role limitation

Members in the Light role cannot archive or unarchive processes.

Archive a process

To archive a process:

1. Go to the Tracker view from the sidebar.
2. Find the process to archive and click the three-dot menu (…) icon on its card.
3. Select Archive from the menu.

Unarchive a process

To unarchive (restore) a process:

1. Go to the Tracker view.
2. Click Add Filter and filter by Status = Archived.
3. You’ll see a list of your archived processes. Find the one you want to restore.
4. Click Unarchive on the process card or in its (…) menu.

Related articles

Edit Processes > Delete a process

Permanently deleting a process in Tallyfy requires first archiving it then using the delete button from the filtered Tracker view of archived processes.

Tracker View > Organize processes

The platform enables efficient process organization through folders favorites filtering and archiving while providing comprehensive tracking capabilities in both board and table views.

Organize Processes > Organize processes into folders

The system enables users to organize active processes into dedicated folders within the Tracker view while maintaining separate folder structures for templates and active workflows for enhanced process management and tracking.

Tracker View > Check process activity

Running processes maintain detailed activity logs tracking all actions and events which administrators and authorized members can access through the Settings menu’s Activity tab.