Archive and unarchive processes

How to 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.

Archive a Process

To archive a process, follow these simple steps:

1. Navigate to the Tracker view from the sidebar.
2. Find the process you want to archive and click on the three-dot menu icon (⋮) next to it.
3. Select Archive from the menu.

Unarchive a Process

To unarchive a process, follow these simple steps:

1. Go to the Tracker view.

2. Filter processes by Archived

3. You will see a list of all your archived processes. Click on Unarchive next to the process you want to restore.

Related articles

Edit Processes > Delete a process

Deleting a process in Tallyfy requires accessing the Tracker view filtering for archived processes and clicking the delete button on the desired archived process.

Tracker View > Manage and track my processes

Tallyfy’s cloud-based platform offers comprehensive process management through a user-friendly dashboard that enables tracking sorting filtering and monitoring progress statuses for enhanced workflow efficiency.

Tracker View > Check process activity

The Activity stream feature enables users to monitor all process-related actions through a detailed log accessible via Settings and Activity tab in the Tracker.

Tracker View > Organize processes

Users can effectively sort and manage their processes through tags folders and customizable filtering options in both Tasks and Tracker views.