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Archive an item to set it aside, restore it to bring it back, or delete it for good. This guide is for MSP staff. Company users can read accessible archived work.

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Before you start

  • Archive and Restore need Write Planner or Manage Planner.
  • Delete needs Manage Planner.
  • Items created from Standards cannot be archived or restored from this menu, and their Delete option is turned off.

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Archive an item

1

Open List View

Choose Planner Menu > List View. Check the company selector and filters, and leave Archived off to see active items.
2

Open the row menu

Click the menu button at the end of the item’s row.
3

Choose Archive

The item leaves the active list at once. There is no confirmation and no Save step.
4

Confirm the result

Click Archived in the page header and find the item there.
Archiving keeps the item’s status, costs and other details.

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Restore an item

1

Show archived items

Click Archived in the page header of List View.
2

Open the row menu

Click the menu button on the item’s row.
Archived Planner item menu showing Restore and the separate Delete action.

Row menu for an archived item. Restore returns it to the active list. Delete is a separate action.

3

Choose Restore

The item leaves the archived list.
4

Confirm the result

Click Archived again to return to the active list and find the item.
Restore keeps the saved status. Restoring a Completed item does not restart it. Archive and restore do not change whether company users can see the item.

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Delete one item

1

Find the item

Find it in List View (active or archived), or on the timeline.
2

Choose Delete

Open the item’s menu and choose Delete. On the timeline, hover over the card first.
3

Read the confirmation

Delete Planner Item names the item and says its costs and links are deleted too.
4

Click Delete

Click Cancel to keep the item, or Delete to remove it. A short Undo button shows for about four seconds. After that the deletion is final.
5

Confirm the result

Check that the row is gone.
Restore does not bring back a deleted item. Use Archive if you want to keep an item for later. Deleting a Planner item does not delete a linked ticket, project, goal or provider record. To delete several items, select their rows and use Actions (N) > Delete Selected. See Update several Planner items.

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Standards-linked items

Items created from Standards do not offer Archive or Restore in the row menu, and Delete is turned off. Delete Selected is missing when your selection includes one. Change the standard in Standards settings instead. See Understand Standards work in Planner.

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Troubleshooting

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Frequently asked questions

In List View, open the item’s row menu and choose Archive. It applies immediately.
No. Check the item first. You can restore it later.
No. Archive and status are separate.
Click Archived, open the item’s row menu and choose Restore.
No. Company access and the item’s visibility setting stay the same.
Manage Planner. Archive and Restore need Write Planner or Manage Planner.
No. Only the short Undo button right after you delete works. Restore is for archived items.
No. Manage those records in their own place.
No. Archive and Restore are row actions.