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.

info

Archiving anything in Reach allows you to revert if you made a mistake.

tip

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

1. In the sidebar, click on Tasks
2. Select the Task you want to archive
3. Click the Archive Task button at the bottom left
4. A prompt will appear asking for confirmation, click OK.

Your task has been archived.

Archiving Multiple Tasks

tip

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 when viewing a Task Search. A Task Search allows you to filter your desired Tasks to ensure all criteria is correct for archiving.

1. In the sidebar, select Tasks
2. In the dropdown underneath the main TASKS header, select Search
3. Enter the criteria to filter the Tasks that you would like to archive
4. Once the desired Task results are being displayed, click the button Selection Mode

5. You can click on Tasks one at a time to select them or you can click Select All
6. Once the selection is made, click the Archive N Tasks button.
7. Click OK