Archiving removes an opportunity from your active list and moves it into the archived view, while keeping the record. It's the closest thing to a soft delete.
When to archive
Archiving is only available for opportunities that haven't picked up any real engagement yet:
Created - not yet published.
Open - published, but only when it has no accepted participants and no pending applications. If there are pending applications, decline or withdraw them first; if there are accepted participants who haven't taken part, resolve those first too.
You can't archive an opportunity once it's moved past that point:
In Progress - resolve it to Completed, Not Completed, or Cancelled first.
Completed - it has counted hours; archiving isn't available since that would strip them from your reporting.
Not Completed - kept as a record that it didn't happen.
Cancelled - a terminal record of something that was planned but didn't run.
Expired - a terminal record once its deadline has passed.
đ Not sure which to use? See The difference between cancelling and archiving an opportunity.
How to archive
Open your Dashboard and go to the Opportunities leading section.
Find the opportunity and, in the Actions column on the right, click the three-dot menu.
Select Archive.
Confirm in the popup that appears.
â ď¸ Important: Archive only appears as an option once an opportunity qualifies - Created, or Open with nothing pending or accepted. If you don't see it, resolve any pending or accepted applications first.
What happens when you archive
Because archiving is only available before an opportunity has picked up any real engagement, there's nothing left to resolve at the point of archiving - no applications to decline, no hours to lose from your totals. The opportunity simply moves out of your active list into the archived view, with its record kept.
Unarchiving
You can unarchive an opportunity to bring it back to your active list.
What's next
đ See The difference between cancelling and archiving an opportunity, or How and when to cancel an opportunity.
đŹ Need more help? Contact us anytime at support@goodsted.com.