If you have created an Action that no longer needs to be assigned or worked on, you can go to the action details and Archive or Delete the action. Only a company admin user can Archive or Delete Actions.
Archiving Actions
When Actions are completed and have a status of Done, Verified, or Approved, you can choose to Archive those Actions. Actions that have been Archived will no longer appear in the Crews by Core app for your workers. You may still view these archived Actions in Crews by Core Pro using the search and filter feature at the top of the page. If you need to unarchive a Action, you can do that here.
To archive a Action in from your Projects, open the Action’s dropdown menu by clicking on the three dot button next to the Status column. Click “Archive.”
To unarchive a Action, use the Search and Filter feature. Click the “Search and Filter” button at the top of the screen to open the menu. Select the middle tab labeled “Archived” and search for any Archived Action. Once you have unarchived an Action, you can click on the status field in the Archived Action list or open the Action details window to update the status.
Deleting Actions
To delete a Action, open the Action’s dropdown menu by clicking on the three dot button next to the Status column. Click “Delete.”
Actions that have been Deleted will no longer appear in the Crews by Core app for your workers.
To view a deleted Action, use the Search and Filter feature. Click the “Search and Filter” button at the top of the screen to open the menu. Select the right hand tab labeled “Deleted” and search for any Deleted Action. If you need to undelete a Action, you can do that here.