Viewing Archived Templates and Checklists

Archiving templates and checklists is a great way to file away the items you do not regularly use and keep your dashboards clear.

Archives can be viewed at any time (making them more flexible than deleting), but your regular view remains uncluttered.

Users: To archive a template you must be an Administrator or a Member with “can edit” permission. To archive checklists you must be an Admin or a Member. 

You can view archived checklists from your Checklist Dashboard, and archived templates and checklists from your organization activity feed.

View archived checklists in 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 top 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.

View archived templates in template dashboard

From your template dashboard, click the cog next to the home button or the cog next to one of your folders.

Next, select “Show inactive” and any templates that you have archived will appear with grey diagonal lines across them, as shown below.

Select “Stop showing inactive” to return to view only active templates.

View archived checklists and templates from your activity feed

To see which user archived a checklist or a template, you can head to the activity tab in your organization manager screen. Click your profile picture in the upper right corner of your screen, then click “Settings” to access this.

Select the activity tab.

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 entries.


 

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