Archiving and Restoring Business Plan Chapter

In the dynamic process of business planning, the ability to organize and manage your content effectively is paramount.

Upmetrics introduces a flexible feature set for "Archiving and Restoring Business Plan Chapters," allowing users to maintain a clutter-free workspace while preserving important information for future reference.

Use Case:

Archiving and restoring chapters in Upmetrics serve multiple purposes, catering to various planning needs. A primary use case is during the iterative process of updating your business plan to reflect new strategies or objectives.

Archiving allows you to temporarily remove chapters that are no longer immediately relevant, without permanently losing the work and insights they contain.

Conversely, the restore function enables you to reintegrate archived chapters back into your business plan when they become relevant again, ensuring a seamless transition between different phases of your business strategy.

In this article

  • Archiving a Chapter
  • Restoring an Archived Chapter
  • Steps to Archive & Restore the Chapter in the Business Plan:

    Archiving a Chapter

    1
    In your Upmetrics dashboard, open the business plan and go to the chapter you wish to archive.
    2
    Find and click the "Archive Chapter" option below:
    3
    Archived chapters are accessible in the "View Archived Chapters" section as below:

    Restoring an Archived Chapter

    1
    Within your business plan, locate and open the section of "View Archived Chapters" where archived chapters are stored.
    2
    Choose the chapter you wish to restore and click the "Restore" option to reintegrate it into your business plan.
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