Overview
Archiving a task allows you to hide it from the project without deleting the task and its data. This is especially helpful if you only need to hide a task so it isn’t included in the project’s Work Breakdown Structure (WBS) but still maintain the option to view the task details or unarchive it as needed.
If you archive a top-level parent task, all subtasks in the task hierarchy will also be archived.
Note: You cannot archive tasks if they are subtasks, have milestone weighting, or have time entries that are pending approval.
To learn how to archive tasks in bulk, see the Task Tracker Bulk Actions article.
How to Archive a Single Task
ALERT
If there are any dependencies associated with a task, the dependencies will be deleted once the task is archived.
- In the left navigation, click Projects and then select the desired project on the Projects page.
- In the project workspace, click the Task Tracker tab.
- In the task list, locate the task you'd like to archive and click the Side Panel icon. The Task side panel opens on the right side of the page.
-
In the top-right corner of the panel, click the Archive
icon.
- In the confirmation modal that appears, click OK to archive the task. The task is marked as View Only and no longer appears in the Task Tracker table.
How to Unarchive a Task
- In the left navigation, click Projects and then select the desired project on the Projects page.
- In the project workspace, click the Task Tracker tab.
-
On the right side of the task toolbar, select the
Display Settings icon
and select Only Archived from the drop-down menu. All
archived tasks appear in the Task Tracker table.
- In the task list, locate the task you'd like to unarchive and click the Side Panel icon. The Task side panel opens on the right side of the screen.
-
In the top-right corner of the panel, click the Unarchive
icon.
-
In the confirmation modal that appears, click OK to
unarchive the task. The task appears in the Task Tracker table with its
original WBS number.
-
To hide the archived tasks from the table, select the
Display Settings icon
again and deselect Only Archived from the drop-down
menu.
Comments
1 comment
This article has been updated to include information that milestone weighting and time entires pending approval can prevent a task from being archived. Information that subtasks cannot be archived was already present in this article.
Please sign in to leave a comment.