Archiving an Activity is a way to retire a whole piece of delivery work and everything linked to it, while keeping the record. Because an Activity groups opportunities, logs and applications, archiving has a cascade effect - so it's worth understanding before you do it.
What happens when you archive an Activity
Archiving an Activity cascades to everything linked to it: all linked Opportunities, their logs, and their applications are archived too. This keeps the whole set of related records together.
How to archive an Activity
Go to the Admin Panel and open the Activities listing.
Find the Activity and, in the Actions column, click the three-dot menu.
Select Archive.
Read and confirm the popup, which explains what to expect.
How to access archived Activities
Click the Archived folder icon (it's labelled "Archived") on the Activities listing to switch to your archived Activities.
How unarchiving works
Unarchiving is a one-way restore of the Activity only. When you unarchive an Activity:
The Activity itself becomes active again.
Linked Opportunities, logs and declined applications are not automatically restored.
If you need a particular linked Opportunity back, you can unarchive it individually.
What members see
If a member has a linked record on an archived Activity, they see it in read-only mode with a banner explaining it's archived.
What's next
👉 New to Activities? See What is an Activity? for how they fit alongside Opportunities.
💬 Need more help? Contact us anytime at support@goodsted.com.