Archive templates

Learn how to archive templates via the web app and the mobile app to keep your workspace organized and to manage outdated or unused templates without permanently deleting them.

What you'll need

If your organization is on the Free Plan, you can sort templates by status to see which are active. If you no longer need some of these active templates, you can archive them to activate the next set of locked templates.

Archiving a template doesn't pause any schedule it's being used in. If you’re archiving a template, consider pausing the relevant schedules separately.

Archive a template

Log in to the web app.
Select Templates in the sidebar or select it in More.
Click on the right-hand side of the template.
Select Archive template.

Open the mobile app.
Tap Inspections in the navigation bar or select it from More.
Select Templates tab at the top of your screen.
Tap the template.
Tap and select Archive.
In the pop-up window, tap Archive.

If a template is in a folder, archiving it will also remove it from the folder.

Bulk archive templates

Log in to the web app.
Select Templates in the sidebar or select it in More.
Select the templates you want to archive by checking the box on the left-hand side of the template. You can narrow down the number of templates using the search box on the upper-left of the page or by clicking Add filter and selecting filter options.
Click Archive at the bottom of the page.