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Archive or restore a team

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.

If you mistakenly schedule a team to a plan, you can remove that team from the plan.

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.

  1. To archive a team, go to the service type Teams tab and select the team's name in the list.

    team_arrow.png

    Tip

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

  2. Select the Actions button.

  3. Choose Archive from the dropdown.

    archive team_arrow.jpg

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

Danger

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. Go to the Team page.

  2. Select the Actions button.

  3. Choose Delete from the dropdown.

    delete_team_arrow.png

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.

Notice

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

From the bottom of the Teams page, select the Show Recently Deleted Teams button below your teams list.

show teams_arrow.png

Beside each of your deleted and archived teams is a Restore button. Select that button or use the R hotkey while hovering over the team to make it active again.

archived teams.png

Remove a team from a plan

You can use the bulk delete option to remove an entire team from a plan. To do this, select Team actions and then choose Bulk Edit.

chat

From here, you can either remove the entire team from the plan or reset everyone to the team's default status. 

modal_bulk edit schedule_choose teams.png

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