Archiving and Restoring Quarterly Priorities (Goals)

Archiving a Quarterly Priority helps you keep your meeting Workspace clear and focused on what’s current. Whether it’s completed, postponed, or no longer relevant, you can archive it directly from the meetingworkspace.

Method 1: Archive from the Meeting Page

1. Click the Meetings list from the left navigation bar.

2. Click the name of the meeting.

3. Go to the Quarterly Priorities (Goals) page.

4. Click the name of the Quarterly Priority you want to archive.

5. At the bottom left of the pop-up window, click Archive.

6. A confirmation message will appear at the bottom left of the screen. 

Method 2: Archive from the Meeting Workspace

1. Click the Meetings list from the left navigation bar.

2. Click the name of the meeting.

3. From the top of the screen, click Workspace.

4. Locate the Quarterly Priority tile and click the name of the quarterly priority you want to archive. 

5. At the bottom left of the pop-up, click Archive.

6. You’ll receive a confirmation once it’s archived. 

Important: 

If you have trouble or experience any errors while archiving a Quarterly priority, please reach out to us for assistance: help@bloomgrowth.com.

How to View and Restore Archived Quarterly Priorities

To review or restore archived Quarterly Priorities from a specific meeting:

1. Click the Meetings list from the left navigation bar.

2. Click the name of the meeting you want to review.

3. At the top of the meeting page, click Workspace.

4. Click the three dots located in the top-right corner of the Quarterly Priorities tile.

5. Select Go to Archive.

6. Use the calendar range selector to define the timeframe you want to search.

7. Archived items will display in a list.

8. Locate the Quarterly Priority you wish to restore and click the Unarchive button to the right.

The item will return to the Quarterly Priorities tile for that meeting.

Restoring Archived Quarterly Priorities as an Admin

Admins can restore Quarterly Priorities directly from the organization’s main archive:

1. Click the organization name at the bottom left of the screen.

2. Select Organization Settings.

3. Scroll down and click Archived Quarterly Priorities.

4. Locate the goal you wish to restore and click the Unarchive button to the right.

Restoring past goals is a helpful way to maintain continuity in your planning process. Whether you’re reviewing previous achievements or bringing back an important Quarterly Priority, Bloom Growth gives you the flexibility to manage everything with ease.

Still have questions? We're here to help. Contact us anytime at help@bloomgrowth.com, or schedule a free training session through the Resource Center.