Archive & Pins

Over time, many sessions accumulate. Archive and pins help you stay organized: archiving hides completed content from the default view. Pins highlight important entries so you can find them quickly.

Archive

Archived sessions and projects are not deleted — they remain fully accessible, just no longer visible in the default view. Think of the archive as a filing cabinet: tidy, but always within reach.

How to Archive

1. Archive a single session

   Open the session and click “Edit”. In the dialog, find the “Archive” button. Alternatively, use the context menu in the session list.

2. Archive multiple sessions at once

   In the session list, select multiple entries (checkboxes). The “Archive” button appears in the bulk action bar.

3. Archive a project

   On the project detail page, find the archive option in the edit dialog. Important: sessions within an archived project are not automatically archived along with it. You can archive sessions and projects independently.

Archive View

On the session and project pages, you’ll find tabs: Active and Archive. Switch to the archive tab to see all archived entries.

Restoring

To restore an archived session or project, open it in the archive tab and click “Restore” in the edit dialog. The entry reappears in the active view.

Archive and Search

Archived content does not appear in search results by default. This keeps search focused on current, relevant content.

Tip

Practical Example: A youth welfare provider archives all completed care planning sessions at the end of each quarter. The sessions remain fully preserved and can be accessed in the archive tab at any time — but the active session list only shows ongoing cases. When the care plan is reviewed next time, the old conversation can be found in seconds.

Personal Pins

Pins are your personal bookmarks. Pinned sessions and projects appear at the very top of their respective list — prominently highlighted. Pins are only visible to you; other users don’t see your pins.

How to Pin

1. Pin a session

   Hover over a session card. A pin icon appears. Click it to pin the session.

2. Pin a project

   On the project page, hovering over a project card also shows the pin icon.

3. Remove a pin

   Click the pin icon again to remove the pin. The entry moves back to its normal position in the list.

Where Do Pinned Entries Appear?

Pinned sessions and projects are grouped at the top of their respective list, marked with a pin icon. This keeps your most important entries always visible without scrolling.

Limits

You can pin up to 50 sessions and 50 projects per organization. In practice, this is more than enough for all current priorities.

Tip

Practical Example: A department head in inpatient care pins the three current focus projects: “MDK Preparation”, “Morning Shift Onboarding”, and “QM Circle April”. These projects are immediately visible after login — no searching, no scrolling.

Archive, Pins, and Trash — The Difference

Feature	What happens	Visible to	Reversible
Pin	Entry is highlighted at top of list	Only you personally	Immediately (remove pin)
Archive	Entry is hidden from default view	Visible to everyone in archive tab	Immediately (restore)
Trash	Entry is permanently deleted after 30 days	Visible in trash	Within 30 days

Further Reading

• Trash
• Projects
• Manage Sessions
• Search

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This page corresponds to the onboarding video “Module 3 — Organization and Collaboration”.