Archiving
How completed maintenance work leaves the active board without disappearing.
What it is
Archiving moves finished work off the active board while keeping history searchable. The board stays focused on live work; Archived is where older cards live.
What you can do
- Archive a card from card detail once it is in Done
- Open Archived on Maintenance to search and sort past cards
- Re-open card detail from the archive when you need the record
- Add late paperwork to an archived card — an invoice, receipt or payment confirmation that arrives after the work is finished. See Paperwork that arrives after the work is done
Cards that have been in Done for 30 days are archived automatically, so the Done column does not grow forever. Pleno checks every night, and sometimes sooner when someone in your building opens Pleno. A project waits until all its items are finished. The card's Activity shows the archive by System.
Who can do it
Admins (president, VP, delegated PM) archive cards, and only cards already in Done can be archived. Viewing archived history is available to council.
Limits and things to know
- History is not gated by plan — completed and archived cards remain viewable even on Free.
- Archiving is different from deleting. Delete is a stronger admin action and should be rare.
- An archived card's details (title, status, costs, dates, tags) can't be edited. Files, library documents, invoices and notes can still be added, and they show as Added after completion.
- What was on the card while the work was open stays on it: those files, invoices and notes can't be removed from an archived card. Only something added after completion can be removed. A library document that was on the card stays in the library too: it can't be deleted or replaced.
- An archived card can't be moved back onto the board.