Shared guide

How to archive a project

In this how-to guide, learn the step-by-step process to successfully archive a project while preserving its data for future use.

viktoriaviktoria
·4 steps·40 views·Published

In this how-to guide, learn the step-by-step process to successfully archive a project while preserving its data for future use. Discover how to create a duplicate of your Q1 Financial Tracker and ensure smooth task management within the archived section.

Step-by-step Guide4 steps

  1. Click the Duplicate of Q1 Financial Tracker

    This action will create a copy of the existing Q1 Financial Tracker, allowing you to make modifications or use it as a new template without altering the original.

    Click the Duplicate of Q1 Financial Tracker
    Loading screenshot…
    100%

  2. Click 'Click here' to add a new task

    By clicking 'Click here,' you can initiate the process to add a new task to your project in the 'Duplicate of Q1 Financial Tracker' section.

    Click 'Click here' to add a new task
    Loading screenshot…
    100%

  3. Click the Archive option

    Selecting 'Archive' will move the current project to the archived section, making it inactive but preserving its data for future reference.

    Click the Archive option
    Loading screenshot…
    100%

  4. Click the archive notification to undo

    Clicking this notification allows you to revert the archiving of the project, bringing it back to active status.

    Click the archive notification to undo
    Loading screenshot…
    100%