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Archiving Projects

Learn how to archive projects for long-term storage in YAPL.

Archiving Projects

Archiving is a soft-delete operation that moves projects to long-term storage, removing them from active lists while preserving all data for historical reference.

Archive vs Cancelled: Archiving is not a project status—it's a storage operation. Use Cancelled status for projects that won't proceed. Use archiving for completed projects you want to store for records.

Why Archive Projects

Archive projects to:

  • Reduce clutter - Keep active project lists manageable
  • Preserve history - Maintain records for compliance or reference
  • Free up limits - Archived projects don't count toward tier limits
  • Mark completion - Clearly indicate finished projects

When to Archive

Consider archiving when:

  • Project is permanently complete
  • No further work expected
  • Historical record is sufficient
  • Active reference no longer needed

Archive only when you're certain the project is complete. Restoring archived projects has limitations.

How to Archive a Project

Step 1: Open the Project

  1. Navigate to Projects
  2. Click on the project to archive

Step 2: Access Archive Option

Find the archive option in one of these locations:

  • Project overview actions menu
  • Project settings page
  • Status change dropdown

Step 3: Confirm Archive

  1. Click Archive or Archive Project
  2. Review the confirmation dialog
  3. Click Confirm to proceed

Archive Effects

Immediate Changes

AspectEffect
VisibilityHidden from default views
Project limitsNo longer counted
Team accessPreserved but limited
DataFully preserved

Archiving does NOT change the project status. A Completed project that gets archived is still in Completed status—it's just hidden from default lists.

Data Preservation

All project data is preserved:

  • Project information
  • Plans and tasks
  • Resource assignments
  • Activity history
  • Team assignments

Access Changes

After archiving:

  • View access typically maintained
  • Edit access restricted
  • New content creation blocked
  • Historical data readable

Viewing Archived Projects

Finding Archived Projects

Archived projects are hidden by default. To view them:

  1. Navigate to Projects
  2. Find the filter or status toggle
  3. Select Show Archived or filter by Archived status
  4. Archived projects appear in list

Archived Project Indicators

Archived projects display:

  • Archive icon or badge
  • Different styling (often muted)
  • "Archived" status label

Archive vs. Delete

ActionDataCan Recover
ArchivePreservedYes, with limitations
DeleteRemovedNo

YAPL uses archiving instead of deletion for projects. This preserves your data while removing active clutter.

Restoring Archived Projects

How to Restore

Archived projects can be restored by workspace owners:

  1. Navigate to Projects
  2. Enable Show Archived filter
  3. Find the archived project
  4. Click Restore in the project actions

Restoration Notes

  • Restored projects return to their original status
  • All data is preserved during archive period
  • Contact workspace owner if you need a project restored

Archive Retention

How Long Are Archives Kept

Archive retention varies by subscription tier:

TierRetention Period
Trial30 days
Basic30 days
Professional365 days

Data Retention Policy

  • Archived data is automatically deleted after the retention period
  • Export important data before archiving if long-term storage is needed
  • Professional tier provides extended 1-year retention for compliance needs
  • Contact support for specific retention requirements

Archive Best Practices

Before Archiving

  1. Verify completion - Ensure all work is done
  2. Review metrics - Capture final statistics
  3. Export if needed - Save important data externally
  4. Communicate - Inform team of archive

Organizing Archives

  • Use consistent naming for easy reference
  • Complete project information before archiving
  • Add final notes to description
  • Ensure project is in Completed status before archiving

Regular Maintenance

  • Review projects periodically for archiving
  • Don't let stale projects clutter active lists
  • Archive in batches during cleanup

Archive and Project Limits

How Archiving Helps

TierActive LimitWith Archives
TrialUnlimitedN/A
Basic5 activeArchive excess
ProfessionalUnlimitedN/A

Example: Basic Tier

If you have 5 active projects and need another:

  1. Complete a project
  2. Archive the completed project
  3. Create new project (now within limit)

Permissions

Who Can Archive

RoleCan Archive
Workspace OwnersYes
Team Leads (assigned)Yes
Team MembersNo
Team ViewersNo

Archive Restrictions

Projects can be archived from these statuses:

  • Planning
  • On Hold
  • Completed
  • Cancelled

Projects cannot be archived if:

  • Status is Active (complete or cancel the project first)
  • No archive permission
  • Required conditions not met

Troubleshooting

Cannot Archive Project

"You don't have permission"

  • Only Leads and Owners can archive
  • Verify your team role

"Cannot archive at this time"

  • Check for pending operations
  • Verify project status allows archive

Archived Project Not Visible

  • Check filter settings
  • Enable "Show Archived" option
  • Verify project was successfully archived

Need to Work on Archived Project

  • Archived projects have limited editing
  • Create a new project for new work
  • Reference archived data as needed
  • Contact owner for restoration options

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