Tasks · Article 9 of 12
On-hold & archived tasks
Navigator gives you two ways to step back from a task without losing your work: On Hold for tasks that will be picked up again soon, and Archived for tasks that are done or won't be actioned.
On hold vs archived — when to use each
| On hold | Archived | |
|---|---|---|
| Best for | Temporarily blocked — waiting for a reply or doc | Fully done, or will never be actioned |
| Visible in active view? | Yes | No |
| Resuming | Quick — change to In progress or Pending | Requires finding and unarchiving |
| Intention | Temporary pause | Permanent removal |
Putting a task on hold
Change status to On hold — from the selector or directly in the list. Task stays in your active queue but is visually distinguished.
Good practice: add a note explaining why and what you're waiting for — helps anyone who picks it up later.
Archiving a task
Change status to Archived. The task immediately disappears from the active view. Archived at timestamp is recorded.
Archive when:
- Work is fully done and completed
- Task is a duplicate and won't be processed
- Task relates to a cancelled invoice or superseded request
- Email was spam and no action needed
You can also archive in bulk using batch operations.
Finding archived tasks
- Status filter → Archived to see all archived tasks
- Archived at date filter to find tasks archived within a period
- Search with a keyword to find a specific archived task
Unarchiving a task
Open the task and change the status to any active status. Task reappears in the queue, all data intact.
The original Archived at timestamp is kept even after unarchiving — it records history.
Timestamps
- Completed at — set the first time a task is marked Completed. Stays as the original date if re-completed.
- Archived at — set the first time a task is Archived. Stays even if unarchived.