How to Reopen an Archived Task
1. Click on the Tasks page on the left side of the screen.
2. Click the Archived tab at the top.
3. Click on the task you want to reopen.
4. Click on the ellipses (three dots) in the upper-right corner.
5. Click Re-open Task.
Tasks cannot be reopened if the contact or employee have been deactivated. If you receive an error that the task cannot be reopened, please do the following:
- Ensure the Account that the task is related to is active.
- Ensure the Contact that the task is related to is active.
- Ensure the Contact & Account are tied via a relationship.
After your firm marks a Task complete, it will be moved to the Archived section of your Task page. 1. Click Tasks on the left side navigation. 2. Click the Archive tab at the top. Related article: Pending Review Tasks
How to Archive a Task
Click on the Task. Click the ellipses (three dots) in the upper-right corner. Click Archive Task. Note: Tasks archived on the firm side will also be archived on the client side. Related article: How to Bulk Archive Tasks | How to ...
How to Edit, Delete, or Archive a Recurring Task
To modify a recurring task, all changes should be made to the most recently generated task. This means that if the original task has already genereated a new task, edits should be made to the new task. Note: To archive a recurring task, you ...
How to Archive a Message
Note: Only Messages in your Inbox can be archived. Click on the Inbox page on the left side of the screen. Click into the Message. Click the Archive icon. The message will now be stored in the Archived tab of you Inbox. Related article: How to ...
How to Reopen an Archived Message
Click Inbox on the left-hand side of the screen. Click the Archived tab. Click on the message you want to reopen. Type a message in the Reply box. Click Send. The message will move back to Inbox once the recipient has replied to your message. ...