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!

Archive and Unarchive Applications

Archiving of Applications is similar to Archiving of Pending Tasks.  Several Applicants have open Applications that are past due and can no longer be submitted without intervention from HRSA staff.  The Archive Applications feature allows you to move Applications that are more than 90 days past their due date to the Archived tab.  You can always unarchive these Applications to review or continue working on them.

Applications that are past due by 90 days can be archived.  Un-submitted Applications that originate within EHBs can be deleted while Applications that originate from Grants.gov cannot be deleted.

Users who created the Application, and those that have Edit, and Submit privileges to an Application can archive it.

Archive Applications
 1.Login to the EHBs.
 2. Hover over the Tasks tab at the top of the page, and select 'Grant Applications' from the overlay. The view will now display Grant Applications 'Not Completed' tab.
 3.Locate the Application that is past due by more than 90 days, and from the Options column, select Archive and confirm your action.
 4.The Application is moved to the 'Archived' tab.
Unarchive Applications
 1. In the Grant Applications, Archived tab, locate the Application you want to unarchive.
 2. Select 'Unarchive' from the Options menu and confirm your action. 
 3. The Application will be unarchived and moved back to the Applications, 'Not Completed' tab.