Sometimes your originally planned Key Results or Initiatives no longer make sense. This can be due to changing circumstances, restrictions (time, budget, approval, scope) or you simply picked the wrong measurement.
How to archive a Key Result or Initiative
To archive a Key Result or Initiative, use the 3-dot menu and select Archive. You'll then be asked to fill out a template.
*NOTE:
Superadmins can customize the template under Configure > Templates > Archiving Key Results & Initiatives.
Archived Key Results & Initiatives do not count towards progress.
Archiving vs. Editing a Key Result or Initiative
Sometimes it makes sense to modify a Key Result or Initiative instead of archive it. This depends on the nature and scope of the modification, as well as if the Key Result or Initiative was started. If it's a minor edit, then it's ok to modify the name of the existing Result if it hasn't been started. If the edit changes the nature of the Result, then it's best to archive it to record why you're not pursuing it anymore and create a new one.
Making visible and restoring archived Key Results and Initiatives
Within the Objective modal you'll find the option to Show or Hide archived. This allows you to ensure you're only seeing the Results that you want to see.
To restore the Result, use the 3-dot menu and select Restore Result:
Need a hand?
Contact our friendly Support team via the in-app chat at the bottom-right of your screen, or email support@perdoo.com.