The Inmanage application provides various tools to give you full control over your projects and tasks. This guide will walk you through managing deleted and archived tasks step by step.
Archiving allows you to neatly store your completed or temporarily suspended projects and tasks. Here’s how you can manage the archiving process:
Click on the "Tasks" Button in the Sidebar: Navigate to your current projects and tasks by clicking on the "Tasks" button located in the left sidebar.
Select the Task or Project: Choose the project or task you want to archive. Click on it to access the detail page of the selected project or task.
Archiving Process: On the project or task detail page, click the "…" icon in the top right corner. From the opened menu, select the "Archive" option. This step will archive your task or project.
View Archived Tasks: Click on the "Archived Tasks" button in the sidebar to view all your archived projects and tasks. Here you can see the dates, units, and members of the archived tasks and retrieve them if necessary.
Retrieving from Archive: To see your archived tasks among your active projects again, click the "Retrieve" button. This action makes your archived task accessible again. Points to Consider When
Archiving: Project Completion Status: Ensure your project or task is completed or suspended before archiving.
Regular Archive Check: Regularly review the projects in the archive and retrieve them when necessary.
Use for Reference: Archived projects can be used as references for future projects. Therefore, create a regular and accessible archiving system. Deleted Tasks Deleting tasks allows you to permanently remove projects or tasks that are no longer needed. Here’s how to manage the deletion process:
Click on the "Tasks" Button in the Sidebar: Navigate to your current projects and tasks by clicking on the "Tasks" button located in the left sidebar.
Select the Task to Delete: Choose the project or task you want to delete and open its detail page. You can see all information about the project or task on this page.
Deletion Process: On the project or task detail page, click the "…" icon in the top right corner. From the opened menu, select the "Delete" option. This step marks your task or project as deleted.
View Deleted Tasks: Click on the "Deleted Tasks" button in the sidebar to view your deleted projects and tasks. Here you can see the dates, units, and members of the deleted tasks and retrieve them if necessary.
Retrieving Deleted Tasks: You have the right to retrieve your deleted tasks within 30 days. To retrieve a deleted task, click the "Undo" button to add it back to your active projects.
Points to Consider When Deleting: Undo Period: Deleted projects can be retrieved within 30 days. After this period, the deletion becomes permanent.
Evaluate the Reason for Deletion: Before deleting a task, evaluate if the project or task is genuinely unnecessary.
Backup: Make a backup of important projects or data before deleting them, ensuring future access if needed. This guide explains step-by-step how to manage your deleted and archived tasks in the Inmanage application. This way, you can organize your projects more systematically and access them easily when needed.