Click below for Archive Tasks Video!

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Overview

Archive Tasks allows you, the Grantee to relocate and archive Tasks that are no longer relevant.  You can also archive Applications that are past their submission date. You or members in your organization that have access to Pending Tasks can always unarchive these archived Tasks to continue working on them.

Archiving is a quick option to clear up the Pending Tasks, 'Not Completed' queue and allows you to focus on the important Tasks.

Background

Several Grantees have Tasks in the not completed state that are no longer relevant. Depending on the Type of Task, Grantees may no longer have the privileges to work on these Tasks and these Tasks are cluttering up their ‘Not Completed’ view. Some of these Tasks are a few years old, and several Tasks are past their deadline dates.

The Archive Task feature allows you to move certain types of Tasks from the Not Completed tab to the Archived tab within Pending Tasks. The Task Status such as In-progress, due-date are preserved, and you can always unarchive the Task to revert it back to its previous state.

Tasks related to Grant deliverables are required as part of your compliance for an Award.  These Tasks cannot be archived as you need to address them as part of the Award and these Tasks will need resolution before the project ends.

 

Steps to Archive and Un-archive Tasks 

 
  Archive a Task
1.Login to the EHBs.
2.

Click the Tasks tab at the top of the page. The 'Pending Tasks – List’ page' will open and the contents of the 'Not Completed' tab will be displayed.

 

Note: Notice that there are three tabs in the 'Pending Tasks - List' page, the 'Not Completed' the 'Recently Completed' and the 'Archived' tabs.

You can only Archive Tasks that have not been completed or submitted. The archived Tasks are moved to the Archived tab.

3.

In the 'Not Completed' tab, list view, locate a Task you want to archive, and select Archive from the dropdown under Options column.

  Hint: If you are wondering if you might inadvertently archive the wrong Task, relax, the Options column does not show the 'Archive' option if you are not allowed to archive it.
 4. Confirm that you want to archive this Task.
 5. The Task will be moved to the 'Archived' tab.
  Unarchive a Task
 1.Navigate to the 'Archived' tab. Notice that the Archived Tasks list view shows who archived the Task, and when they archived it.
 2. Locate the Task you want to unarchive, and select Unarchive from the Options column.
 3. Confirm that you want to unarchive the Task.
 4. The Task is moved back to the 'Not Complete' tab, and you can continue to work on it!