To archive a process tool:
To access an archived process tool:
- 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.
- View the list of archived process tools, including their titles, archiving dates, and the Restore button.
To restore an archived process tool:
- Click the “Restore” arrow.
Note: Edit the title of the restored tool to avoid confusion with the current version.
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