Archiving, Deleting and Restoring Projects and Tasks
Finished with a Project or Task? You have two choices.
- Archive hides it from your lists but keeps everything. Use it for finished work you want to keep a record of.
- Delete moves it to Deleted Items. Most items are removed for good after 30 days.
Not sure? Archive. You can always delete later.
Archive a Project
Section titled “Archive a Project”- Open the Project.
- Click Archive Project at the bottom of the page.
Its Tasks are archived with it. If any Tasks aren’t done yet, hrglass asks you to confirm first.
To archive several Projects at once, check them on the Projects page and click Archive. See Project Views, Filters and Bulk Actions.
Archive a Task
Section titled “Archive a Task”- Open the Task’s actions menu, at the end of its row.
- Click Archive.
To archive several Tasks at once, check them and click Archive in the bar above the list.
On a Project’s page, archived Tasks are hidden. Click the eye icon next to Add Task to show them.
Find and Restore Archived Work
Section titled “Find and Restore Archived Work”Archived Projects
Section titled “Archived Projects”- Go to Projects and click Archived Projects.
- Search, or use the client filter to narrow the list.
- Open a Project’s actions menu and click Unarchive.
Unarchiving a Project brings back the Project and all its Tasks. To unarchive several, check them and use the bar above the list.
You can also open the Project and click Unarchive Project at the bottom of the page.
Archived Tasks
Section titled “Archived Tasks”- Go to Tasks and click Archived Tasks.
- Click Restore next to the Task.
If the Task’s Project is archived too, hrglass brings back the Project as well. The Project’s other Tasks stay archived.
Delete a Project
Section titled “Delete a Project”- Open the Project.
- Click Delete Project at the bottom of the page.
- Click Yes.
The Project and its Tasks move to Deleted Items. Changed your mind right away? Click Undo on the message that pops up. That brings back the Project and its Tasks together.
You can also delete archived Projects from Archived Projects. Use a Project’s actions menu, or check several and use the bar above the list.
Projects You Can’t Delete
Section titled “Projects You Can’t Delete”On a Team plan, you can’t delete a Project that has time in a submitted or approved timesheet. hrglass tells you which Projects are affected. Click Archive instead to put the Project away, or reopen the timesheet first. See Approving Timesheets.
Delete a Task
Section titled “Delete a Task”- Open the Task’s actions menu.
- Click Delete.
- Click Delete again to confirm.
The Task moves to Deleted Items. You can also delete a Task from inside it, or several at once from the bar above the list.
Restore Deleted Work
Section titled “Restore Deleted Work”Go to Deleted Items and click Restore. See Deleted Items.
Restoring a Project from there brings back the Project only. Its Tasks are listed separately, so restore those too.
Anything tied to billing, like a Task with invoiced time, is kept in Deleted Items and never removed automatically.
Who Can Do This
Section titled “Who Can Do This”On a Team plan, archiving needs permission to edit Projects or Tasks. Deleting needs permission to delete them. Members can’t delete by default. See Roles and Permissions.