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Archived items are planning work your MSP set aside. Use List View to read them. This guide is for company users and MSP staff.

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Before you start

  • You need Planner read access. Company users see only the archived work their MSP has made visible to them.
  • Archived work is not on the timeline or in Analytics. List View is the place to find it.

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Open the archived list

1

Open List View

Choose Planner Menu > List View.
2

Check the company selector and filters

The list follows your company selection and any column filters.
3

Click Archived

Archived is in the page header. While it is selected, the table shows archived items only.
4

Find the item

Type in the Filter… box under Title, or use the other column filters.
5

Open the item

Click its title to read the details. Your access decides which fields and actions you see.
6

Go back to active work

Click Archived again.
Switching the Archived button changes the list at once. There is no Save step. It also returns to page 1 and clears any selected rows. Column filters still apply, so check them if an item is missing.

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Understand the states

Archiving keeps the item and its planning details. It does not mark the work Completed, cancel a provider project or close a linked ticket.

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If you cannot find the item

  • Check both the active and archived lists.
  • Check the company selector and the column filters.
  • Ask your MSP whether the item was deleted, moved outside your access or hidden from company users.
If you need an archived item restored, ask your MSP. Restoring needs Write Planner or Manage Planner.

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Troubleshooting

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Frequently asked questions

In List View, click Archived and filter the Title column.
No. It shows archived items only. Click it again for active items.
No. Completed is a status. A completed item can stay in the active list.
No. Your company access and the item’s visibility still apply.
No. It only switches the view.
No. Restore works only for archived items.