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How to archive and delete a document in ClickUp

Joseph Lee
Nithil Shanmugam
March 8, 2024

How to archive and delete a document in ClickUp

Overview:

Streamline your document management in ClickUp by learning how to effectively archive and delete files. Elevate your workflow by organizing and decluttering your workspace. This guide offers a straightforward process for archiving and deleting documents, enhancing efficiency and clarity within the ClickUp platform. Take control of your digital workspace and optimize document management with ease.

1. Locate and select the three dots on the desired file.

1 Click here

2. From the dropdown menu, please choose 'Archive'.

2 Click on "Archive"

3. Please confirm your action by selecting 'Archive' again.

3 Click on "Archive"

4. Return to your file and once again select the three dot icon.

4 Click here

5. Now, from the dropdown menu, choose 'Delete'.

5 Click on "Delete"

6. Congratulations! You have successfully archived and deleted your document.

6 Click on "Lists"

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A core issue we identified was that the team was often spending a lot of time creating custom demos, guides, or walkthroughs for unqualified prospects.

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Ultimately, this led to a lot of wasted time, a huge amount of burden and effort for already busy staff, and a diffusion of focus on targeting the right prospects.

Casey O'Brien
Solutions Consulting Director

Prior to Supademo, we were spending countless hours putting together demos and videos across discovery, qualification, training, or simply answering common questions. Creating these could take upwards of 8-10 hours, which is both painful for us, but also less engaging for prospects.

Andreas Moekesch
Solutions Consulting, Processmaker

One of my pain points was how time-consuming it was to create product demos for both demonstrations and trade shows manually. The ability to create a Supademo in minutes and the ability to showcase these at conferences has saved us an incredible amount of time!

Kirill Stolbushkin
Solutions Consulting, Processmaker