Forum Discussion
Archive Tasks Option
We use planner a little different than most users I imagine. We are a sign shop and we use a plan as our orders queue for our clients and then use tasks for individual orders. We then move orders/tas...
Replying to this because it has been requested for a long time and is still an important feature.
We use a very large plan with upwards of 900 open tasks for tracking service work in our customer area. Every month there is a turnaround of some 200-300 tasks being completed and created. We need to be able to archive old completed tasks to prevent the plan from bloating beyond usability.
Currently I create a backup of the plan via export to excel, then delete old completed tasks. A built-in feature would be much better.
We use a very large plan with upwards of 900 open tasks for tracking service work in our customer area. Every month there is a turnaround of some 200-300 tasks being completed and created. We need to be able to archive old completed tasks to prevent the plan from bloating beyond usability.
Currently I create a backup of the plan via export to excel, then delete old completed tasks. A built-in feature would be much better.
Akampen You can use third party apps to schedule this backup for you.
- Do you have any third-party apps you can suggest to schedule a backup?
We have a very similar issue where a Plan has over 6000 tasks and we are now starting to experience issue trying to load the Plan and staff are starting to not use it because of this.
