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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 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. Archive option in process 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. Filtering by Archived status in Tracker
  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.

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.

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.