Archive and unarchive processes in Tracker view

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.

Role permissions for archiving

Who can archive/unarchive processes:

• Administrator users: ✅ Full archive/unarchive permissions
• Standard users: ✅ Full archive/unarchive permissions
• Light users: ❌ Cannot archive or unarchive processes

Important for Light users: The archive button will appear in the interface, but clicking it will not actually archive the process. This is an intentional permission restriction to ensure proper process management control.

Workaround for Light users: If your organization has many Light users who complete processes that need archiving, enable auto-archive:

1. Go to Settings > Organization > Customization
2. Enable auto-archive for completed processes
3. Processes will automatically archive when all tasks are completed

This eliminates the need for manual archiving by Light users while keeping your Tracker view clean.

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

Tallyfy requires users to first archive active or completed processes before permanently deleting them through a two-step safety mechanism that prevents accidental data loss with no recovery option available.

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.

Tracking And Tasks > Tracker view

The Tracker view in Tallyfy serves as a real-time dashboard that provides a centralized bird’s-eye view of all running organizational processes with flexible display options smart filtering capabilities and comprehensive management actions to monitor progress spot bottlenecks and prevent issues before they become problems.

Tracking And Tasks > An overview of processes

A process in Tallyfy is a running instance of a template that transforms your workflow blueprint into actual trackable work with unique naming audit trails and the ability to add one-off tasks while maintaining independence from template updates.

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