Instead of keeping old information around, archive it! Clean up your boards or your items with the option to restore them if you need to at a later time.
If you're interested in restoring archived items, jump to the "Unarchive" sections of this article using the navigation on the left-hand side.
Click on the board menu at the top right corner of the board and select "Delete/Archive board". From there, you can choose if you want to "Delete board" or "Archive board".
To archive, choose "Archive board":
Archive a workdoc
Click on the 3 dot menu at the top right corner of the workdoc and select "Delete/Archive Doc". From there, you can choose if you want to "Delete Doc" or "Archive Doc, as shown below:
To archive a group, click the arrow to the left of the group's name and click "Archive":
To archive an item, hover to the left of the item so that an arrow appears. Then click the arrow to open the item's menu. Select "Archive":
You can archive several items at once using Batch Actions. Just click to the left of each item to select it, and then click "Archive" in the Batch Actions menu at the bottom of the screen:
Instead of archiving items manually, you can set up Automations to systematically archive items! Visit the Automations Center and search "archive" to see all of the options. Let's check out a few:
Our "Ice Cream Orders" board keeps track of all of our flavors, when we need to order more of that flavor, and the quantity for the order. Once the deadline has passed and the flavor is successfully delivered and stocked, we don't need the item on the board anymore.
To archive the item every time the deadline arrives and the order status is set to "Delivered", we set up the following automation:
A similar Automation will archive the item only after the deadline has passed:
And voilà! That's all there is to it. 😃
The best thing about archiving boards, workdocs, groups, items and subitems (besides decluttering your workspace) is having the option to restore them whenever needed. Let's take a look at how we can restore archived data.
There are a couple of ways to unarchive a board. Let's take a look!
Click on your profile picture and then click "Archived boards":
Then you'll see a list of every board and workdoc you've archived. To unarchive a board or workdoc, click "Restore":
Search Everything & Board Menu
You can use Search Everything to quickly unarchive your boards. Click the magnifying glass icon in the left panel above your profile picture:
Under "Related to me", click "Archived Boards" to see a list of all of your archived boards:
Once you find the board, click to enter it. Then go to the board menu (three dots in the upper right-hand corner) and select "Delete/Archive board". Click "Unarchive":
If you're an admin for your account, you can use the Admin settings to restore archived boards. Click your profile picture, and select "Admin":
Select "Tidy Up" from the left-hand menu, and then go to the "Archived Boards" tab. From there you can see a list of all archived boards in your account. You can restore a board by clicking "Restore":
To unarchive a group, item, or subitem, go to the board where the object was originally created. At the top right corner of your board, open the board menu, and select "Board settings". Then select "Archived history":
From there you will see all of the items, subitems, and groups archived from this board. You can identify the type of archived data to the left of each row where either "Item", "Subitem" or "Group" is indicated. To unarchive, click "Restore":
If you don't need to restore the item but just want to take a look at it, you can click on an item in your board's archives to open the item card:
If you have any questions, please reach out to our team by using our contact form. We're available 24/7 and happy to help!