Archive Task Groups

Task Groups can be archived, which hides them and their tasks from TaskRay, yet still allows using them for reporting. Additionally, archived task groups can also be viewed in the standard Salesforce interface. Archiving a task group archives all of its tasks as well.

Task Groups can be archived in Task Group Mode in Kanban and Row Views, as well as in Plan View. It is also possible to archive task groups in the Performance tab Portfolio View.

[All Work] [Kanban + Row] Task Group Mode

1. In the left sidebar, click on a project to enter single project view. Alternatively, you can use Single Project Search to select the project.
2. In Kanban or Row View, in the top right corner of the page, switch the Task Group Mode toggle to on.
   
   
   Note: If you can't switch the toggle to on (toggle is inactive), check that you only have one project selected in the left sidebar. Task Group Mode cannot be turned on when multiple projects are selected.
3. Locate the task group that you want to archive, hover over its name, and click on the More Actions icon that appears.
4. Select Archive Task Group.
   
5. In the dialog that comes up, click on Archive.
   

[All Work] Plan View

In Plan View, you can archive task groups from the Projects & Tasks sidebar.

1. In the Projects & Tasks sidebar, locate the task group that you want to archive, hover over its name, and click on the More Actions icon that appears.
2. Select Archive Task Group.
   
3. In the dialog that comes up, click on Archive.

[Performance] Portfolio View

It is also possible to archive task groups in Portfolio View.

1. In Portfolio View, locate the project that contains the task group that you want to archive. Click on the expand Arrow icon to the left of the project name to see its task group(s).
2. Hover over the task group that you want to archive and click on the More Actions icon on the far right.
3. Select Archive Task Group.
   
4. In the dialog that comes up, click on Archive.