Deactivating Plans is a simple process reserved for users with the administrator role. This guide will walk you through the steps to deactivate a Plan and provide insights into what happens with inactive Plans and the Pins and Tasks contained within them.
Instructions
Open the Plan list in your dashboard to display all available Plans.
Click on the
...menu next to the Plan you want to deactivate.Select the
Deactivate Planoption from the menu.
The Plan is now deactivated and will no longer appear in the standard Plan list, which only displays active Plans.
Viewing inactive Plans
To view inactive Plans, change the quick filter to either inactive or all. This allows you to list both inactive and active Plans simultaneously.
Information about inactive Plans
Inactive Plans remain in the Web app but are not accessible on mobile devices (smartphone and tablet apps).
It is not possible to open or Edit inactive Plans. However, you can easily reactivate them if needed via the
...menu.Inactive Plans and their associated Pins are excluded from downloads in mobile apps. This optimizes data usage and speeds up the synchronization process.
Handling Pins and Tasks in inactive Plans
Status of Pins/Tasks: The Status of Pins and Tasks remains unchanged when a Plan is deactivated.
Visibility in lists: Pins and Tasks from inactive Plans continue to be visible in their respective lists and can be opened. When opening a Pin or a Task from an inactive Plan, an orange message indicating the inactive Status of the Plan is displayed.
Editing content and Status: Although you are in inactive Plans, you can change the content and Status of Pins and Tasks if their Status is still open.
Adding Pins and Tasks to reports: Pins/Tasks from inactive Plans can be added to reports in the usual manner.
Comments on Pins: It is not possible to add comments to Pins from inactive Plans, but this function is still available for Tasks.