Use this guided flow to configure automatic archiving rules for opportunities and projects in ProjectMark. Automatic archiving helps keep your active boards clean by moving completed or inactive items into the archive after a defined period of time.
This flow is intended for admins or users responsible for workspace setup and data governance. Once configured, ProjectMark will automatically archive opportunities and projects based on their status and the timeframes you define — without requiring manual action from your team.
Use this guided flow to configure automatic archiving rules for opportunities and projects in ProjectMark. Automatic archiving helps keep your active boards clean by moving completed or inactive items into the archive after a defined period of time.
This flow is intended for admins or users responsible for workspace setup and data governance. Once configured, ProjectMark will automatically archive opportunities and projects based on their status and the timeframes you define — without requiring manual action from your team.
FAQ
What is automatic archiving?
Automatic archiving moves opportunities out of active views after they reach a completed or closed state and remain inactive for a set period of time.
Does this archive items immediately when they are closed?
No. Items are archived only after the time period you configure has passed.
Can we still archive opportunities manually?
Yes. Manual archiving can still be done from the Opportunities view. This flow only controls automatic behavior.
Does automatic archiving delete any data?
No. Archived opportunities and projects retain all data, files, notes, and activity history.
Who should manage automatic archive settings?
Typically an admin or operations lead who oversees data consistency and reporting.
Can automatic archiving be turned off later?
Yes. You can disable automatic archiving at any time, and previously archived items will remain archived until restored manually.
