Archive Checklist
Checklists cannot be permanently deleted. Instead, they can be archived to move them off of aboard.
On the dashboard, select the template for which you want to open the checklist.
On the checklist page, search the company for which task status has to be updated.
Select the Archive Checklist from the panel on the right side of the checklist page.
After archiving the checklist, eProcessify won't recreate the checklist from next month/quarter/year.
After selecting the Archive Checklist click Ok the dialogue box to complete the process.
Last modified 2yr ago