Closed task organization
closed
Melissa McCauley
So... the closed project dump. Right now is just a long list of things in the closed column. We are trying to come up with a way to properly store and organize our closed tasks. We currently setup a new project, with different status as "subjects" basically... so Email blasts, tradeshows, social media, etc. Where we would love to moved closed tasks into each of these categories to live forever so that new team members can view how things have been done in the past, also so we can easily find things (especially things with complicated subtasks, etc) anyway, we thought this was a great overall method for storage, until it dawned on us that this reopens all the tasks and basically destroys our statistics and reads on how many tasks people have open and what not. Anyway to create entire projects that are basically "archived" and all tasks remained "closed" irrelevant of their actual "status" since many of us use statuses as subjects and things like that and not actual statuses? Im not even sure if im making sense but i've sent a screenshot of what we have started. Anyway, we're all putting so much effort into recording what we are doing on current projects while they are alive and in the present tense, so I think we should continue to utilize this info and organize them properly when projects are completed, so that the efforts made can continue to serve everyone, and used as a helpful training guide for new employees. I guess the short version of what I'm asking for is to be able to create "archived projects" in which closed tasks remain closed, even though they are moving into different status categories. Meaning maybe if you create an "archived project" you don't create "statuses, you are creating "subjects."
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Nicholas Estes
closed
Hi, everyone!
I'm reaching out to let you know we're closing this request because you can now archive tasks!
You can check out this doc to learn all about archiving tasks!
You can also check out this one to learn about archiving Folders and Lists: https://docs.clickup.com/en/articles/1912455-archived-folders-and-lists
J
Jon Brown
Archive please, and better, auto-archive after X days.
What we'd do. Auto archive after 14 days, maybe even as short as 7 days.
Bill
Jon Brown: This is a great idea. Some tools like Favro let you set this yourself in preferences, I think that would be ideal, then you could decide yourself.
But I agree this is a key issue, and it would be better to have a more sophisticated way to view "done" items other than just archiving them out of sight. What Melissa McCauley is proposing is a great solution. It's essential to be able to still see this stuff. Notion just released a page called "Notion on Notion," and in there they have this section:
Just goes to show the value of having a good way to access stuff that you build in your Work Management system as a team grows!
Zeb
If you made a Folder or List with all 'done' statuses, does that work for your use case? https://docs.clickup.com/features/done-statuses
Melissa McCauley
cc: Pepper Cait
A
Alan Ballany
Does Archive not handle this?
Melissa McCauley
Alan Ballany: You can archive things but you can't really "organize them" like when something is archived you just don't see it anymore. I want to basically flip over to an organized library of closed things that can be easily used to help show new employees projects we've done in the past.
J
Jim Martin
Archive please.
Pepper Cait
You hit the nail on the headddd. This would be massively beneficial for our team. Especially with new people coming on board who need to reference previous projects but need more information and context than just images or final files on Dropbox.