Skip to main content
Audience: Company users with Planner access and MSP staff. Company users see only work available to their account; your MSP manages access and client visibility.

​
Open the archived list

  1. Open Planner > List View.
  2. Check the company scope and any active table filters.
  3. Select Archived in the page header. When selected, the table shows archived items only.
  4. Search the Title column or use the other available table filters.
  5. Select an item title to read its details. Your access determines which fields and actions appear.
  6. Select Archived again to return to the active list.
The Archived switch changes the list immediately; there is no Save step. It also returns to the first page and clears row selection. Existing table filters can still narrow the archived results, so review them if an expected item is missing.

​
Understand what changed

Archiving keeps the item and its planning details. It does not mark the work Completed, cancel a provider project or close a linked ticket. Read the item’s status and related records separately.

​
If you cannot find the item

Check both active and archived lists, the current company, and the table filters. If it is still missing, ask your MSP whether it was deleted, moved outside your access, or hidden from clients. An empty list can also follow a loading error; check for an error message before concluding there is no work. Company users who need an item restored should ask their MSP unless their assigned permissions include the relevant editing action. Company administrator status alone does not grant every Planner action.

​
FAQs

Open Planner > List View, select Archived and search the Title column. Check the current company and filters.
No. When selected, it shows archived items only. Select it again for the active list.
No. Completed is a status; archiving is a separate action. A completed item can remain in the active list.
No. Your company access and client visibility still apply.
It changes the view and clears row selection. It does not archive, restore or edit an item.
No. Restore applies to archived items, not deleted ones. Ask your MSP if an expected item is missing.
Check company scope and filters, wait for loading and review any error. Your MSP can confirm whether the item is archived, deleted or outside your access.