Archive

The archive system lets you move completed work items out of the active dashboard while preserving all their data. Archived items can be viewed, searched, and restored at any time.

Why Archive?

  • Keep the dashboard clean: Only active jobs appear on the main dashboard
  • Preserve history: All work item data, line items, files, and audit trails are kept
  • Improve performance: Fewer active items means faster dashboard loading
  • Reference past work: Easily look up past jobs for repeat orders or disputes

Archiving a Work Item

  1. Open the work item you want to archive
  2. Click the Archive button
  3. Confirm when prompted

The work item, all its line items (details), and attached files are moved to the archive tables. The item disappears from the active dashboard.

Tip: Archive work items once they're fully completed (e.g., delivered and paid). This helps keep your active dashboard focused on jobs that still need attention.

Viewing Archived Items

  1. Click the Archive tab on the dashboard
  2. Browse or search through archived work items
  3. Click on any archived item to view its full details, including all line items and specifications

The archive view shows:

  • Work Item ID
  • Title
  • Customer
  • Final workflow step
  • Creation date
  • Archive date

Restoring an Archived Item

If you need to reactivate an archived work item (e.g., a repeat order, a returned job, or an item archived by mistake):

  1. Navigate to the Archive tab
  2. Find the work item
  3. Click Unarchive (or Restore)
  4. The work item returns to the active dashboard in its original workflow step

What Gets Archived

When a work item is archived, the following data is moved to archive tables:

  • The work item record with all fields
  • All line items (work item details)
  • File attachments and references (Pro)
  • An archive timestamp is added for reference

Archive Storage

There is no limit on the number of archived items. For self-hosted installations, archived data uses your database storage. For cloud (SaaS) users, archived items are included in your plan's storage allocation.

Searching the Archive

Use the search function within the archive view to find items by:

  • Work Item ID
  • Customer name
  • Title or description
  • Date range
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