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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. Screenshot

Unarchive a Process

To unarchive a process, follow these simple steps:

  1. Go to the Tracker view.

  2. Filter processes by Archived Screenshot

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

Edit Processes > Delete a process

Archived processes can be permanently deleted from Tallyfy by accessing the Tracker view, filtering for archived items, and clicking the Delete button on the desired process.

Edit Processes > Delete a process

Users can delete a process from Tallyfy by 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 dashboard enables efficient process tracking with sorting options, progress statuses, and detailed process cards for comprehensive workflow management.
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