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
Archive an opportunity that shouldn't exist - for example, one created by mistake or a duplicate - normally before anyone has logged hours against it.
If the opportunity actually ran and has logged hours, Mark complete instead.
If it was planned but didn't go ahead, Cancel it instead.
👉 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.
⚠️ Important: A confirmation popup helps prevent accidental archiving - read it before confirming.
What happens when you archive
Applications: pending and accepted applications are automatically declined.
Logged hours: if the opportunity has logged hours, archiving removes those hours from your totals, so you'll be warned first (for example: "This opportunity has 3 logged hours. Archiving will remove them from your totals. Continue?"). It won't happen silently. If real work happened, Mark complete instead.
Unarchiving
You can unarchive an opportunity to bring it back to your active list. Declined applications stay declined and aren't automatically restored.
What's next
👉 See The difference between cancelling and archiving an opportunity, or How and when to cancel an opportunity.
💬 Need more help? Contact us anytime at support@goodsted.com.