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TABLE OF CONTENTS

Introduction


Once a Scheduled Task is no longer required it can be archived.  Any outstanding tasks will be deactivated and removed from the responsible person.  Use the filter option to find archived tasks and un-archive if required

Archiving a Scheduled Task



  • Click on the scheduled task you wish to archive and click Archive task.


Archiving a Scheduled Task

  • The task will now be archived. Any outstanding tasks will no longer appear.
Please note the following functionality is due to be released on 16/11/2022 or 23/11/2022 (date depends on your organisation's release cycle).


Viewing Archived Scheduled Tasks


  • By default, all archived Scheduled Tasks are hidden from view.


  • Select the filter icon and choose to show archived tasks.


Filtering on Archived Tasks.


  • Archived tasks will now appear on the Scheduled Task dashboard.


Archived task showing.



Un-Archiving a Scheduled Task


  • Follow the steps above to find the Scheduled Task you wish to un-archive.  Select the Task in question and choose the option Un-Archive task.


Un-Archive task.


  • After un-archiving the task the original due date will be reinstated.  We recommend editing the task to amend the next Due Date to ensure it isn't overdue.