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How to archive / restore / delete an insight

Learn how you can archive or restore and insight quickly.

Tamás Párványik avatar
Written by Tamás Párványik
Updated over 4 months ago

Contents:

How to archive an insight

There are times when you no longer need to consider an insight you received from stakeholders due to change in strategy for instance. You can archive insights and put them into the default "Archive" list.

Archive insights from the inbox

  1. Visit the "Insights" tab

  2. Find the Insight and select "Archive"

Archive insights on the idea board

  1. Visit the "Ideas" tab

  2. Select an Idea and find the Insight

  3. Then select the "Archive" option

Archive insight from a list

  1. Visit the "Insights" tab

  2. Select a list and find the Insight

  3. Then select the "Archive" option

How to restore an archived insight

Each archived insights are stored in the default "Archived" located in the "Insights" interface. To restore any of the archived insights simply follow these steps:

  1. Visit the "Insights" tab

  2. Select the "Archived" list

  3. Find the insight you want to restore and select "Restore"

How to delete an insight

When an insight no longer needed, you can delete it. In order to delete an insight, first you need to archive it then you can delete it from the "Archived" list. Insights can be deleted from any lists without putting them into the "Archived" list.

⚠️ IMPORTANT ⚠️
Please, note that if you delete an Insight, you cannot undo this step.

Delete insights from the "Archived" list

  1. Visit the "Insights" tab

  2. Select the "Archived" list

  3. Find the Insight and select "Delete"

Delete insight from any list view

  1. Visit the "Insights" tab

  2. Select the required list

  3. Find the Insight and select "Delete"


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