The newest replace makes it even simpler to handle initiatives. Now you don’t should delete the undertaking or conceal it, you possibly can merely archive it.
What Simple Tasks and Birdview PSA customers can do with archiving:
- Archiving a single undertaking, a number of initiatives, or all of them
- The archiving perform is reversible, you possibly can unarchive a undertaking any time you want it once more
- The flexibility to robotically archive initiatives after a sure interval of inactivity
- Archived initiatives are usually not included in experiences by default, however you are able to do it manually
Customers have to be granted the identical permissions to archive initiatives as to delete them. When you’ve got rights to the archiving motion, the corresponding choice will seem within the undertaking particulars display screen. To view the archived initiatives, see the header of the Exercise Middle.
What advantages this new characteristic will carry to your day-to-day actions:
- The archiving characteristic will clear up the interface by cleansing it up of outdated, irrelevant data. On the similar time, you possibly can at all times restore it
- It can additionally unlock further space for storing
- Customers will be unable to log working time within the archived undertaking
- Positive-tune your workflows, making it simpler for managers and staff to collaborate
We do all the things to ensure you get essentially the most out of our initiatives. That’s why suggestions and your questions are so essential to us. If you must make clear any details about any characteristic or if in case you have any solutions, simply contact our help crew.