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.

2. Search the company

On the checklist page, search the company for which task status has to be updated.

3. Archive checklist

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.

4. Press OK

After selecting the Archive Checklist click Ok the dialogue box to complete the process.