Archiving tasks

A task or reminder can be archived if you would like documentation of things you did, or for reference later regarding the outcome or reason for actions or decisions. For HIPAA plans, this is useful documentation.

Archive a task

  1. Open the task and reminder center by clicking the Tasks & Reminders button (list icon) in the top bar
  2. Click the Archive button
  3. confirm you want to continue
  4. The task will be removed from the list but is accessible by following the steps below.

Browse the archive or restore a task

  1. Click the Archived button at the top of the reminders and tasks center
  2. The list of archived tasks will show, in the order they were archived
  3. To restore a task, click the Restore icon