Archive Project

The Archive Project function helps in moving a completed Project and its items out of the active workspace and into an archive folder.

The Archive Project function performs the following actions:

  • Moves the Project folder and filed messages to the archive folder. (not applicable when using Processed Mail/single folder filing mode)
  • Moves Projects tasks to an Archive folder under the Task folder
  • Moves Projects appointments to an Archive folder under the Calendar folder
  • Copies any Project notes to a Post inside the archive Project folder.
  • Clears any message conversations assigned to the Project, so that future emails are not assigned this Project
  • Removes the Project from future suggestions
  • Deletes any AutoFile rules targetting the Project

The Move Project function is launched from the Detail Dashboard:

Launch Archive Project

When the Move Project function is launched, the actions will be reviewed and the destination archive folder can be selected. The archived items will be moved as follows:

  • The Project folder and messages will be moved underneath the archive folder specified in the mail file. If any Project notes exist, they will be copied to a Post note in the moved Project folder.

    *In the Processed Mail/single folder filing mode, the messages will not be moved, but any Project notes will be copied to a Post note in the existing Processed Mail folder.

  • The Project tasks will be moved to an Archive sub-folder underneath the Tasks folder in the destination mail file
  • The Project appointments will be moved to an Archive sub-folder underneath the Calendar folder in the destination mail file

Archive Project progress