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GitScrum

GitScrum Auto Archive Tasks

Automatically Archiving Tasks with Auto Archive

GitScrum's Auto Archive Task feature allows teams to streamline their task management process by automatically archiving tasks after they remain in a specific column for a predefined number of days. This automation ensures that completed or inactive tasks do not clutter the board, keeping it focused on active work while preserving historical data for future reference.

GitScrum Auto Archived Tasks

This feature can be configured for each column individually, giving teams granular control over when and how tasks are archived. Below is an overview of how it works and its benefits.

How Auto Archive Works

Column-Specific Configuration:

The Auto Archive Task feature can be enabled or disabled for each column in the board.

When enabled, you can specify the number of days a task must remain in that column before it is automatically archived.

Example Scenario:

Suppose you configure the Done column to archive tasks after 2 days.

If a task is moved to the Done column, GitScrum will monitor its status. After 2 days, if the task has not been moved to another column, it will be automatically archived.

Customization Options:

You can set different archive durations for different columns based on your workflow needs.

For example:

Testing Column: Archive tasks after 3 days if no further action is required.

Review Column: Archive tasks after 5 days if they pass the review process.

Disabling Auto Archive:

If you prefer manual archiving for certain columns, simply disable the Auto Archive Task feature for those columns. This gives you full control over which tasks are archived.

Steps to Configure Auto Archive

Access Column Settings:

Click on the column name or settings icon to access its configuration options.

Enable/Disable Auto Archive:

Toggle the Auto Archive Task option to enable or disable it for the selected column.

Set Archive Duration:

Enter the number of days a task should remain in the column before being archived. For example, set it to 2 days for the Done column.

Save Changes:

Once configured, save the settings to apply the changes.

Why Use Auto Archive?

Reduce Clutter: Automatically archiving tasks keeps the board clean and focused on active work, improving visibility and productivity.

Save Time: Eliminates the need for manual archiving, allowing team members to focus on more critical tasks.

Consistent Workflow: Ensures that tasks follow a predictable lifecycle, from creation to archiving, maintaining order across all boards.

Preserve History: Archived tasks remain accessible for future reference, providing valuable insights into past work and performance.

Practical Use Cases for Auto Archive

Software Development

Scenario: In the Testing column, configure tasks to be archived after 3 days if no issues are reported.

Benefit: Ensures that tested tasks are automatically archived, freeing up space for new tasks without requiring manual intervention.

Marketing Campaigns

Scenario: Set the Published column to archive tasks after 7 days once content has been live for a week.

Benefit: Helps maintain a clean board by removing completed marketing activities while retaining a record of published content.

Event Planning

Scenario: Configure the Completed column to archive tasks after 2 days following the event.

Benefit: Keeps the board focused on upcoming events while preserving a history of past successes.

Support Teams

Scenario: In the Resolved column, archive tasks after 5 days if no further customer interaction is needed.

Benefit: Reduces clutter in the support queue while maintaining a log of resolved issues for future reference.

Best Practices for Using Auto Archive

Define Clear Criteria: Establish guidelines for when and why tasks should be archived to ensure consistency across the team.

Monitor Archive Settings: Regularly review and adjust archive durations as needed to align with changing project requirements.

Communicate with the Team: Ensure all team members understand how the auto-archive feature works and its impact on their tasks.

Leverage Historical Data: Use archived tasks for analysis, benchmarking, and continuous improvement of processes.

Example Scenario: A Software Development Team

A software development team uses GitScrum to manage their workflow with the following columns: Todo , In Progress , Testing , and Done .

Testing Column: Configure tasks to be archived after 3 days if no bugs are reported during testing.

Done Column: Set tasks to be archived after 2 days once they are fully completed and deployed.

When a developer moves a task to the Testing column, GitScrum starts tracking its time there. If no issues arise within 3 days, the task is automatically archived. Similarly, tasks in the Done column are archived after 2 days, ensuring the board remains focused on current priorities.

By leveraging the Auto Archive Task feature, teams can automate the archiving process, reduce clutter, and maintain a clean and efficient workflow. This ensures that everyone stays focused on active tasks while preserving historical data for future use.

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