Archiving Tasks
There are times when you may want to select one or more Tasks to Archive. Perhaps they are old Tasks you forgot to complete, or added some Checklist Tasks that are no longer required.
Archiving anything in Reach allows you to revert if you made a mistake.
If you have a task that you have physically completed and you no longer want it appearing in Reach, we recommend that the Task is properly completed rather than archived. This ensures that you keep a proper history of your completed Tasks.
Archiving a Single Task
- In the sidebar, click on Tasks
- Select the Task you want to archive
- Click the Archive Task button at the bottom left
- A prompt will appear asking for confirmation, click OK.
Your task has been archived.
Archiving Multiple Tasks
If you have a whole bunch of Tasks from an automatic Checklist (or Automated Task) that you don't want anymore, instead of mass-archiving them, try turning off the automation on the Checklist first.
Archiving multiple Tasks at once can only be done from Task Search. This feature lets you filter and refine your view so you can select exactly which Tasks you want to archive — whether by status, date range, contact, or other key details.
By narrowing down your search first, you can confidently bulk archive Tasks in a clean, controlled way, ensuring no important items are accidentally removed. This is especially useful for tidying up your Task list after a busy season or once a transaction is complete, keeping your workspace organized and easy to manage.
- (Refer to Task Search for understanding of refined search functionality)
In the sidebar, select Tasks
In the dropdown underneath the main Task header, select the Advanced Search button.
Enter the criteria to filter the Tasks that you would like to archive
Once the desired Task results are being displayed, click the button Selection Mode
You can click on Tasks one at a time to select them or you can click Select All
Once the selection is made, click the Archive N Tasks button.
Click OK