Deleting, Archiving and Restoring Business Plan's Sections

In the ever-evolving journey of business planning, Upmetrics offers essential features for managing your plan's content: Archiving, Restoring, and Deleting sections.

These tools provide the flexibility to adapt your business plan to reflect current strategies and goals, ensuring it remains a valuable asset for decision-making.

Use Case of Deleting, Archiving, and Restoring Options:

Archiving: Ideal for sections that are not currently needed but may be useful later. Archiving helps declutter your plan while preserving information for future reference.
Restoring: Allows you to bring back archived sections into your business plan, useful when previously set-aside ideas or strategies become relevant again.
Deleting: Use this option to permanently remove sections that are no longer relevant or useful. It helps keep your business plan concise and focused on current strategies.

Steps to Use Archiving Options:

Look for an Archive option, which could be represented by an icon as below:

This action removes the section from the main view of your business plan but keeps it stored for future access.

Steps to Use Restoring Options:

Click on the Archived Sections to Locate the archive area where your previously archived sections are kept.

Once you've located the section, look for an option or button marked Restore.

Clicking this will initiate the process of moving the section back into the active sections of your business plan.

Steps to Use Delete Options:

Go to Archived Sections, where you can remove any archived sections that are not needed.

Click on the Remove Section option to delete it permanently.

Deleting, Archiving and Restoring Business Plan's Sections

Use Case of Deleting, Archiving, and Restoring Options:

In this article

Steps to Use Archiving Options:

Steps to Use Restoring Options:

Steps to Use Delete Options:

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