Archive and unarchive processes

How can I 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. This feature provides workflow organization while preserving data for future reference.

How can I pause or stop 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.

What are the role limitations for archiving?

Members in the Light role cannot archive or unarchive processes. This restriction ensures proper process management control.

How do I 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.

How do I 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

In Tallyfy you must first archive a process before you can permanently delete it by filtering for archived processes in the Tracker view and clicking the delete button with confirmation.

Tracker View > Organize processes

Tallyfy offers multiple organization methods including folders favorites filtering and archiving to help users efficiently manage and view their active processes for improved workflow visibility.

Organize Processes > Organize processes into folders

Tallyfy allows users to organize active processes into folders within the Tracker view for better workflow management by grouping processes by client project or status through a separate folder system from templates.

Processes > Archive process

A DELETE endpoint archives process instances by hiding them from default views while retaining data for future restoration through authenticated API requests requiring organization and run IDs.