Based on customer demand, Navgar now allows you the ability to archive projects.
This allows you:
Organizational Efficiency: Archiving completed projects helps declutter the workspace, making it easier to find and focus on current projects and tasks
Resource Management: Archiving allows resources like documents, data, and assets from completed projects to be stored and accessed when needed, without cluttering active project spaces
Historical Reference: Archived projects serve as a valuable historical reference. They can be reviewed for insights, lessons learned, and best practices, aiding in future decision-making and planning
Knowledge Retention: Valuable knowledge gained from completed projects is preserved, benefiting new team members who can learn from past experiences
Here's How:
To Archive:
Navigate to the Projects Module in the Navgar application
Determine the project you wish to archive
Click on the Ellipsis Menu ("...") on the right side of the project
Select Archive Project
You will receive a popup stating: "Archive project
Archiving the project will move this project and its tasks to the project archive. Remember that tasks in Archived Projects cannot be edited. If you want to edit a task please unarchive the project first." Click "Yes, Archive"
To Unarchive:
Navigate to the Archived tab at the top left of the Projects Module
Locate the archived project you wish to unarchive
Select from the Ellipsis Menu ("...") on the right side of the project
Select Unarchive Project. The project will be restored to Active immediately.
Additional notes on Archiving Projects:
Archived projects retain the same privacy permissions they did when active (Note: Currently you can start the process of archiving a project you do not have Admin privileges for, but you will receive an error and the system will not allow you to proceed)
Archived projects will move the tasks associated with the archived project
Archived projects tasks will retain the status of the task when it was archived (open, completed).
When a project is in archive, no edits are able to be made to the task. It must be unarchived to make changes to the project/tasks within it.
Archived projects can be deleted
Tasks within archived projects can be deleted
When a project is archived, the chat remains open. The chat will be archived 2 weeks after the project has been archived
Projects are able to be unarchived/restored from the archived tab. If a project is unarchived:
The project retains all privacy settings & moves back into the “Projects tab”
The state of all tasks is restored to the state it was in when it was archived