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What
What
Once your tasks are marked as completed, you can automatically archive them by using automations. You can access and restore your archived items at any point.
Who
Who
All Staff + James
When
When
Day-to-day operations
Where
Where
Monday.com
Why
Why
Automatically archive your completed tasks.
Steps to Follow to Archive your Completed Task
Steps to Follow to Archive your Completed Task
Step 1
Step 1
By clicking on "Automate" at the top area of any board, you will enter our Automation Center. From there you will be able to choose from a variety of automation recipes or build your own custom automation.
Step 2
Step 2
You can either use the search bar to find the exact recipe you're looking for or you can browse through the Status Change automations. For this option, we're going to use "When a status changes to something, archive the item"
Step 3
Step 3
Then set the recipe to archive an item when the status changes to whichever label indicates "done" on your board. Once it's set up, it works just like magic! This will give you better visibility into the remaining uncompleted tasks.
Reminder
Reminder
Archived items cannot be used on dashboard widgets for reporting purposes.
Last Update Date: 15/06/23
Updated By: Lesley
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