Archive Tasks Option

Occasional Visitor

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/tasks through buckets/departments (estimating, design, production, finishing, shipping, invoicing. Once these tasks are completed we would love to be able to archive each order/task whether we are saving it in Sharepoint or our local server as we will need to reference this info in the future. An archiving option seems like it would be easy enough to develop for each task. My only solution right now is to take a screen shot of each task although it isn't ideal. So far this is one of the only flaws I see with the program for us and may make it so it doesn't make sense for us to use it.

2 Replies

@Riverwookie Hi, my understanding is that you want to archive individual tasks once they are completed?   Why not create an "Archive" bucket and once tasks are completed, move them into there?  They will still be accessible on the system for reference....

There is an archiving request on user voice, but it is at the plan level - - as you say, you use Planner slightly differently to most people.

@Riverwookie Moving completed tasks to Archive bucket will work for small projects. When the number of tasks is more, you need a better system to use. We use Planner to manage customer support tickets and when days go by, it became difficult to have tasks in Archive bucket as it impacts app performance. So the choice is to use third-party apps to archive the plans to read-only view for future reference.