Edit Processes > Delete a process
Archived processes can be permanently removed by accessing the Tracker view applying an Archived filter and clicking the Delete button on the desired process.
Archive and unarchive processes
In this article, we will learn how to archive and unarchive processes in Tallyfy. Archiving a process is a convenient way to remove it from your active view without deleting it permanently.
Important note - any member in Light role cannot archive or unarchive a process.
To archive a process:
- Navigate to the Tracker view from the sidebar.
- Find the process you want to archive and click on the three-dot menu icon (⋮) next to it.
- Select Archive from the menu.
To unarchive a process:
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Go to the Tracker view.
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Filter processes by Archived
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You will see a list of all your archived processes. Click on Unarchive next to the process you want to restore.
Tracker View > Manage and track my processes
The Tracker view offers comprehensive process monitoring through sortable cards displaying process details while enabling users to track progress status and filter processes based on various criteria including due dates and alphabetical order.
Tracker View > Organize processes
Tallyfy enables efficient process organization through tags folders and customizable views while offering comprehensive tracking capabilities for both high-level processes and individual tasks.
Tracker View > Check process activity
Admins and authorized members can monitor process activities through the Activity stream feature which displays a comprehensive log of all actions performed on tasks and processes.
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