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Archiving & Unarchiving People
Archiving & Unarchiving People

Easily archive a person when they no longer are a part of your organization.

Updated over 5 months ago

Archiving is way to hide a person from your people list and groups. No updates, milestones or tasks are deleted when a person is archived. Updates, tasks and milestones are no longer visible on the activity or task pages. 

A few reasons for archiving a person: they leave your organization, relocate or pass away. You can archive a person when they are no longer a part of your organization right within their profile.

We encourage archiving instead of deleting a person profile because you never know when you might cross paths with that person again in the future. If that happens then you can simply unarchive that person if they rejoin your organization and pick up where you left off. 

How to archive a person's profile

  • Click the person you wish to archive 

  • Scroll down to the bottom of the left hand page 

  • Click Archive 

Updates, tasks and milestones are frozen when a person is archived. Simply unarchive them to make an update. 

How to unarchive a person's profile

  • Click the person you wish to archive 

  • Scroll down to the bottom of the left hand page 

  • Click Unarchive

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