To archive a process tool:

1. Click the “Archive” button in the toolbar of the process tool you wish to archive.
   

To access an archived process tool:

1. Go to the process tool type (Work Plan, Checklist, etc.) and select “Archive”. If all tools of that type are archived, select the + icon to view the Archived icon.
2. View the list of archived process tools, including their titles, archiving dates, and the Restore button.
   

To restore an archived process tool:

1. Click the “Restore” arrow.

Note: Edit the title of the restored tool to avoid confusion with the current version.

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Continue below for additional resources:

• Documenting Work Processes
• Edit Title and Objective of Process
• Creating New Process Tools
• Editing Existing Process Tools
• Delete a Process Tool
• The Deleted Folder
• Printing and Downloading Process Tools
• Saving Process Tools
• Reordering Process Tools and Process Tool Items
• Inserting a Hyperlink
• Building Work Plans
• Deleting Tasks and Expectations
• Editing Existing Tasks and Expectations
• Check Lists
• Scripts
• Upload Files
• Documents
• Custom Forms
• Policy Notes
• Video
• Audio
• Using AI to Build Process Tools