Archiving a deep hierarchy of tasks

[Richard C]

I am very bad a marking tasks as done so I have ended up with a massive hierarchy of stuff that has been done but which is not marked as done in MLO.  I cheat by filtering my To Do views to only show stuff that doesn't have a start date or start date in the last 30 days - so this stuff just disappears from my day to day views.

However, the time has come to clean some of this up.  What I want to do is mark it as done so that it gets archived (it may come in useful at some stage!).       But the rules for archiving are quite complex so I just want to check that I am doing this right.  

Here what I am doing and why

1. Selecting the whole hierarchy and clicking on the Folder tick box twice - this changes any folders in the hierarchy to normal tasks (because folders can't be marked as done and therefore can't be archived)
2. Marking every item in the hierarchy as done - this makes them archivable
3. Making sure that there are no parent items that are marked as projects (because items under a project don't get archived until the project is marked as done)

Have I missed anything.  Are there any other factors that prevent an item being archived.

Richard

[Dwight Arthur]

Hi, Richard – I believe that you have it pretty much covered, except possibly for repeating tasks and their subtasks. A repeating task is by definition never completed (unless “end by” or “end after” was specified) – when marked complete it just regenerates. To make it available for archiving you would need to remove the recurrence and then mark it complete. Any subtasks of a recurring task (or recurring project) are also protected from archiving, so that they will be available for regeneration if/when the parent task reoccurs. Again, remove recurrence, then mark the parent and all subchildren complete and they will be available for archiving.

-Dwight

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[Richard C]

Thanks, Dwight.  I don't have many/any recurring tasks in the branches that I am looking to archive (as far as I can see)

I have just been looking at this in more detail and have (re-)discovered the Manual Archive option which allows you to archive a branch based on a date different to that used for the auto archive.  Which is useful. 

What isn't clear from the Help is whether the rule (from the Help):

"Note: archiving is not performed in the following cases:

1) Completed subtasks from open projects. Complete the project to archive its completed subtasks"

is applied for manual archiving.    The Help has it on the Auto Archiving page and a similar warning only appears on the Auto Archive dialog box.