Archive vs Trash
These are two different things and it is worth being precise.
Archive a project when the engagement is over and you want it out of the way.
Delete a project when it should not exist at all.
What you can archive
Time entries, expenses and schedules cannot be archived. They are
transactional records that carry their own status workflow, so they are deleted
recoverably instead. Look for them in Trash.
What archiving actually does
Each kind of item says exactly what happens, and the confirmation shows it before you archive.What is on this page
- A Search by name box at the top, filtering every group at once.
- One card per kind, showing the kind’s name and how many items it holds.
- One row per item: its name, and the date it was archived.
- Restore and a permanent-delete button on each row, if you may act on that kind of item.
How to restore something
1
Open Archive
Go to Settings → Archive.
2
Find the item
Type part of its name in the search box, or scroll to its group.
3
Click Restore
The item returns to your active lists at once. There is no confirmation
step, because restoring destroys nothing.
Deleting from the Archive
Each row also has a permanent-delete button, marked with a bin icon. The confirmation tells you exactly what will be destroyed. For a project that reads: “The project and every task, section and comment in it are destroyed.”When permanent delete is refused
Some items cannot be destroyed because something still points at them. The confirmation names what, with counts – for example “It is referenced by 412 time entries.” This is a safety rule, not a bug. Destroying the item would orphan those records. Deal with the references first, or leave the item archived.Example
Bluebird Coffee’s Website Redesign wraps up. Priya Raman archives the project. It leaves the project list and every picker, so nobody logs time to it by mistake. The 340 hours tracked against it, its $40,000 budget and its invoices are all untouched, and it still appears in Northwind Studio’s quarterly profitability report. Six weeks later Bluebird asks for a small follow-up. Priya opens Settings → Archive, searches for “Website”, and clicks Restore. The project is back where it was, with everything intact.Permissions
Anyone can open Archive. That is deliberate – it is a recovery screen, and hiding it would recreate the problem it exists to solve. Restore and permanent delete only appear on rows you may act on. The capability depends on the kind of item, as listed in the table above. A Member sees archived clients but no buttons on them, because restoring a client needsclient.manage.
Common questions
Do archived items still count in reports?
Do archived items still count in reports?
Yes. That is the main difference from Trash. Archiving hides finished work
from day-to-day lists without removing it from your history.
Is there a time limit on the Archive?
Is there a time limit on the Archive?
No. Archived items stay until you restore them or delete them yourself.
Only Trash has a retention window.
Where do I archive something in the first place?
Where do I archive something in the first place?
From the item itself. Each list and detail screen has an archive action for
the kinds that support it.
Why can I not archive a time entry?
Why can I not archive a time entry?
Time entries, expenses and schedules run their own status workflow, so
archiving would not mean anything for them. They are deleted recoverably
into Trash instead.
Someone archived something and I cannot restore it
Someone archived something and I cannot restore it
You do not hold the capability for that kind of item. Ask someone who does –
the table above says which one it is.
Related guides
Archive, Trash and delete
The whole recovery model in one place.
Trash
Deleted items, and how long they stay recoverable.
Archive something
How to archive an item from its own screen.
Archive a project
Putting a finished engagement away.
Workspace settings
Every settings page and who can open it.
Delete permanently
What permanent delete destroys.