Archive and unarchive processes in Tracker view

Archive and unarchive processes

Archiving removes a process from your active Tracker view without deleting it. You can unarchive it later to bring it back.

How can I pause or stop processes?

Tallyfy doesn’t have a “pause” or “stop” feature. If a process was started incorrectly, isn’t needed, or was just for testing - archive it. You can permanently delete archived processes 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: ❌ Can’t archive processes

The archive button appears for Light users, but clicking it won’t work - the server returns a permission error.

Workaround - enable auto-archive so completed processes archive themselves:

1. Go to Settings > Organization > Customization
2. Turn on auto-archive for completed processes
3. Processes will automatically archive after a configured period once all tasks are done

How do I archive a process?

1. Go to the Tracker view from the sidebar.
2. Find the process and click the three-dot menu (…) on its card.
3. Select Archive from the menu.

How do I unarchive a process?

1. Go to the Tracker view.
2. Click Add Filter and filter by Status = Archived.
3. Find the archived process you want to restore.
4. Click Unarchive on the process card or in its (…) menu.

Related articles

Edit Processes > Delete a process

Archive a process first, then permanently delete it in Tallyfy. Only Admin users can delete archived processes, and deletion can’t be undone.

Tracker View > Organize processes

Organize active processes in Tallyfy using folders, favorites, filters, and archiving for better visibility across your Tracker view.

Tracking And Tasks > An overview of processes

Processes in Tallyfy are running instances of templates - trackable work with unique names and activity logs where template changes don’t affect running processes.

Tracking And Tasks > Tracker view

The Tracker view in Tallyfy gives you a real-time dashboard of all running processes with board and table display options, filters, folders, and management actions to monitor progress and spot bottlenecks.

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