XPM - Ability to Archive tasks
Please allow tasks set up under Business - Settings - Tasks to be made inactive by master administrators so that they no longer show up in the list of available tasks to be added to jobs for team members.
We've had a number of tasks that we set up to track/monitor key items like jobkeeper or specific reporting periods that are no longer required/relevant.
While they have been removed from tasks within job templates, if a team member wants to add a task to a job/job template they need to scroll past many many tasks that no-one is using anymore to find the one they want or need.
I'd like to tidy this up, by archiving the tasks we needed historically but no longer need.
I don't want to delete them, as I've confirmed with support this will delete history associated with the tasks.
Thanks
Adele Wardley
shared this idea
Thanks for sharing this idea. We understand you'd like the ability to archive unused tasks in Xero Practice Manager so they no longer appear when adding tasks to jobs or job templates, while still preserving historical records.
We've moved this idea to Gaining Support so we can better understand how many customers would find this helpful. If this would improve your workflow, please add your vote and share more detail in the comments about how you'd use it and the impact it has on your practice.
We review the ideas with the most support as we plan future improvements, and we’ll keep this idea updated here as it progresses 🙂
