Archiving ProofHQ Proofs once project is complete | Community
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M
Miranda_Davis
Level 3
February 14, 2022
Question

Archiving ProofHQ Proofs once project is complete

  • February 14, 2022
  • 3 replies
  • 1051 views

Is there a way so that once a project is complete, all outstanding proofs in that project get archived? Some of our users when they log in are seeing very old "late" proofs. But the project moved on without their approval. They only solve I've found is removing that person from every single old proof, which is not ideal. If the project is no longer active, it'd like the "late" proof approval reminder to go away to keep the my work list accurate.

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    3 replies

    K
    KevinQu1
    Level 10
    February 16, 2022

    I thought Locking the proof, which acts as "closing/completing" it, took care of this?

    To be fair, I have a custom dashboard so maybe we've never noticed this issue as a result.

    M
    Miranda_DavisAuthor
    Level 3
    February 25, 2022

    Even after the proof is locked, if the approver never made a decision on a proof it unfortunately stays in their work list.

    But we are now going to make that custom dashboard on the landing page at the access level. It just seems like the work list has 0 function then.

    P
    PeterRe
    Level 2
    February 25, 2022

    Miranda,

    We're having similar issues and haven't found a solve that isn't egregiously time-consuming. So much for Proof & Workfront integration.....

    M
    Miranda_DavisAuthor
    Level 3
    February 25, 2022

    A current workaround is creating a custom dashboard for the landing page in the layout template. But that makes the native "my work" landing page useless.

    KierstenKollins
    Community Advisor
    KierstenKollinsCommunity Advisor
    Community Advisor
    March 2, 2022

    We are running into the same issues @Miranda Davis‚. It frustrates our users because if the proof stage has locked for them already there is not a point for it to show up on their Home page. We work by the hour and this issue creates a lot of confusion.

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