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Archive or restore a team

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If you no longer plan to use a team, you can archive it so it doesn't show up when scheduling plans. You can restore the team if you'd like to use it later.

For example, you might have a team you use only for special services (such as a choir). If you know you won't be scheduling the choir for the next few months, archive it and then restore the team when you need to schedule it.

Archive a team

If you have a team you no longer plan to use, archive it instead of deleting it. Archiving allows you to retain all your scheduling history when you look at old plans, but the team will be hidden for future scheduling.

To archive a team:

  1. Select the Plans page in the top navigation.

  2. If you have multiple folders, select the folder that contains the service type you're working with.

  3. Select the ⚙️ settings icon to the right of the service type you're working with.

  4. Choose Teams from the dropdown.

  5. Select a team's name from the list to open that team's page.

    Tip

    Quickly archive a team by hovering over the team and typing x on your keyboard.

  6. Select the Actions button in the top right.

  7. Choose Archive from the dropdown.

When archived teams are hidden or shown

Archived teams are hidden: 

  • When scheduling people to a plan, you will not have the option to schedule them to an archived team.

  • When viewing all the teams within a service type, archived teams will not show.

  • When filtering people, archived teams will not present themselves as options.

  • The Team page will not list archived teams unless you specifically filter to the Archived Teams.

  • When looking at a person's profile, you will not see archived teams in their team assignments.

Archived teams are shown: 

  • When viewing plans where people were already scheduled to those teams.

  • On the Teams page, when filtering to Archived Teams.

Delete a team from a service type

Warning

You can delete a team from a service type, which can be recovered up to 30 days after deletion, but it is highly recommended to archive instead. Deleted teams lose all scheduling history.

To delete an entire team from a service type:

  1. Select the Plans page in the top navigation.

  2. If you have multiple folders, select the folder that contains the service type you're working with.

  3. Select the ⚙️ settings icon to the right of the service type you're working with.

  4. Choose Teams from the dropdown.

  5. Select a team's name from the list to open that team's page.

  6. Select the Actions button in the top right.

  7. Choose Delete from the dropdown.

Restore a team to a service type

Once you archive or delete a team, you can restore it from a plan. Archived teams can be restored at any time.

Important

Deleted teams can only be restored within 30 days of deletion.

  1. Select the Plans page in the top navigation.

  2. If you have multiple folders, select the folder that contains the service type you're working with.

  3. Select the ⚙️ settings icon to the right of the service type you're working with.

  4. Choose Teams from the dropdown.

  5. Select the Show archived teams or Show Recently Deleted Teams button at the bottom of the page.

  6. Select the Restore button next to the team you want to restore.

  7. Select Yes, Restore in the confirmation popup.

    Tip

    Quickly restore a team by hovering over its name and pressing the R key.