How to Archive Checklists/View Archived Checklists

Archiving checklists lets you hide them from view without permanently deleting them and is a great way to file away unused or completed checklists.

Archived checklists also do not count towards your five checklist limit on our free plan, so you can archive a checklist to make room for a new one.

How to archive checklists

There are a few ways to archive checklists.

From your home dashboard or folders

When you hover over the blue card of an active checklist, you’ll see a small cross appear in the top right hand corner of the card. Click this cross to archive your checklist.

From within a checklist

When you view any checklist, you’ll see a button to “Archive checklist” over in the right hand menu.

You can also navigate to find more checklists by clicking on the cog next to the parent template in your dashboard.

Next, select the checklist you want to archive by clicking on one of the blue cards in the right-hand template menu. Then click “Archive checklist” from the right-hand menu.

How to unarchive or delete archived checklists

To unarchive or delete an archived checklist you first need to open it. The right-hand menu will now have two buttons; “Unarchive checklist” and “Delete checklist”. Click the option you want to carry out.

Note that deleted checklists are gone forever – we cannot retrieve them.

How to view archived checklists

You can view archived checklists from your Checklist Dashboard, from Folders or from Template Overview. The

Checklist Dashboard allows you to see checklists across your whole organization, folders show groups of checklists and template overview shows you checklists from only one template at a time.

From the Checklist Dashboard

Access your Checklist Dashboard by clicking the “Checklists” button in the header bar at the top of your screen.

You can search in saved views you already have created, or create a new saved view. In the example below we’re going to create a new saved view just for archived checklists, from all our templates.

First create a new saved view from the left side of your screen, then select the templates you want to view. Next set the filter to show checklists that contain the status “Archived”. Save the view when you’re happy with the layout.

From folders

You can view archived checklists from any folder which contained the checklists before they were archived.

Click the cog next to the folder’s name, then click “Show inactive”. Any archived checklists will appear as blue cards with horizontal white lines across them (completed checklists show as green cards).

From Template Overview

You can view archived checklists from one specific template, by going into the template overview tab.

Open the template, go into the “Overview” tab at the top left of your view, and then click the “Statuses” dropdown (next to the search box). Now click “Archived” in the dropdown menu and a list of your archived checklists appears.

From your activity feed

To see which user archived a checklist, you can head to the activity tab in your organization manager screen.

Recent activity is shown at the top of the page, you may want to load more results and search for the word “Archived” for older activity feeds.


 

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