Archive Tasks
Showing completed tasks at the bottom of each bucket isn't very helpful when the list of completed tasks is enormous. If Search functionality for Tasks can be added and cards can be archived, that cleans up the buckets and keeps all of the pertinent information at the forefront. If I want to look for a completed task, searching by text makes the most sense to me rather than digging through a list of completed tasks until I find the right one in one of several possible buckets.
Anonymous
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29 comments
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Anonymous
commented
Here's one approach if you are using TEAMS (I don't know about stand-alone Planner). Add a tab for your working Plan then add a Plan for your Archived Plan Tasks. Move a task from the active Plan to the Archived Plan. I added a bucket for each Quarter and then move a task to that bucket and "complete" it.
What would be nice is a way to Save an Archive to an Excel Spreadsheet for historical record purposes. Thus, at the End of the year, you move your Archive to a Spreadsheet and delete the archive.
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User
commented
So long everybody is waiting for solution and.. nothing happening..
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Anonymous
commented
We need this badly as an option for reference of new planning tasks and for customer issues.
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L:L
commented
Our organization is using Planner heavily, being able to delete or archive completed tasks in bulk is a huge thing for us.
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T. Buckley
commented
This desire to be able to Archive Plans goes back to 2017, here we are in 2020. Make it happen already
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Chris
commented
We definitely need the ability to archive plans and have them not show. People clearly have been asking for it. Let's make planner better
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John Mccarthy
commented
As petty as it sounds, this is the only reason we are not using Planner. Trello, Jira, all other competitors have an auto-archive element. As many of the people who have commented mention - planner works for a end-to-end project planner, but is currently failing as a method to track ad hoc tasks.
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kk
commented
I s there any update on this feature as i am also looking for archiving the completed tasks in SP list
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Lucas Metzger
commented
We need an archive function like we had in Trello (instead of the current solution: when displaying buckets "done" tasks are at the bottom). A status "archived"should be created. Tasks with that status should never displayed unless the filter is set to status archived. The search via filter must show archived task for auditory purposes. i.e. just copy the function from Trello, please
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JP
commented
Is there any update on adding this feature to the Planner? Archiving would help a lot to keep the buckets more manageable.
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Anonymous
commented
I agree! Planner has allowed us to manage tasks for several projects more efficiently. However, when a bucket - in our case, a project - is completed, we can't delete it because we need to be able to show an auditor records of completed action items and progress. Being able to archive would make this app so much more functional for that purpose. For now, I'm working on exporting the planner to excel periodically in order to save the information but not clutter the dashboard. This is time-consuming though because you have to export the whole planner, then sort through the exported information to regroup the information appropriately.
Ultimately, it needs an archiving function. -
Nick S.
commented
All suggestions mentioned in this thread, would be really useful and greatly appreciated :)
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Anonymous
commented
Either an archive bucket or a kind of auto deletion of the long ago (user could set timing) completed tasks would be wonderful!
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Jonas
commented
Yes, would be extremely useful!
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Drew G
commented
I agree, we complete tasks but run them through a vetting process before they are archived. I currently see no way to archive a task.
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Chris B
commented
I agree, my team just transitioned to moving their work into Planner using a Kan-ban structure - it is manageable now but in a couple of months I know that the reporting, charts, and just sheer visibility of it will be difficult
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Thomas K. Føre
commented
Need to be able to archive tasks, preferably in releases that could be browsed through later if necessary.
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Anonymous
commented
Planner would be the perfect tool for us if it were possible to archive certain tasks. That is, we need to hide them from view, say, on the kanban, without actually deleting them.
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Mark Lemmen
commented
Currently there is only the option to delete or complete a task. The reason for archiving a task would be to save the task from last year and start with a new clean Plan for the year without the need to create a new plan. Another reason could be because a task is pending for a long and might be cancelled, therefore I would like to hide it from the active list and I want to retrieve it when needed. It cannot be set to complete as it is not actually completed. This would help to stay organized and keep a clean dashboard. archiving a complete bucket or plan would be nice, but my actual need is to be able to archive the task.
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Anonymous
commented
How can an auditor be shown that everything is done?