Is there a way to archive VTB cards on a guided or flexible board

Steve Chapman · ‎05-18-2018

Hi All,

I have found many comments around archiving VTB cards but they all suggest it's only possible on Freeform boards.

My question is; Is there a way of archiving cards on other types of VTB's (Flexible or Guided)??

If there isn't has anyone used another method of removing cards periodically from a particular lane on a VTB so it doesn't fill up to monstrous proportions??

Any help much appreciated.

Many Thanks

Steve

scott barnard1 · ‎05-18-2018

Hi Steve

Not sure archiving is the key there but you can create a data retention routine to archive the tasks from the system in general but it's probably not wise on a weekly basis.

However you could go to the Visual Task Board area open the board record in the navigator and add a filter condition with an "or" condition of state is closed complete && closed closed before last week or whatever you want in terms of date?

Regards

View solution in original post

Steve Chapman · ‎05-18-2018

That sounds like a good shout Scott, l will give that a go and then mark your reply based on my findings.

Many Thanks

Amber9 · ‎12-12-2018

Hi All!

I have same question, but different use case. I have created a Guided Board, based on a project, with lanes for To Do, Work in Progress and Closed Completed (based on Status(state)). I want to give users the ability to delete a task card straight from the board (the way you can with Freeform boards) instead of having to open the project > go to the task and delete it there. This is in the event that a task is no longer needed or was created in error.

Is there a way to delete a task card (and essentially the task) directly from the Guided Board?