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Archive forms (Beta)

Workstream US app for Managers — Archive forms to stop future use while keeping active tasks, and view archived versions anytime.

Updated this week

In the Workstream US app, you can archive forms that are no longer needed. Once archived, the form can’t be assigned to new team members, though any existing tasks using it will remain active until completed.

Archived forms can be viewed anytime from the Forms menu under the Archived section.


Here's how to archive forms:

  1. Open the Workstream US app.

  2. Go to the Forms page. Your app layout may look different because your organization might have different features enabled. Follow the instructions that match what you see:

    • If your app uses a sidebar menu

      1. Tap the ≡ menu icon in the upper-left corner.

      2. Select Forms.

    • If your app has a bottom navigation bar

      1. Go to the Work homepage, then tap Forms.

        Forms menu in the app.png

  3. Find and tap the form you want to archive.

  4. Tap 🗑️ Archive at the upper-right corner.

  5. Tap Archive form.

  6. To view your archived forms, go back to the forms home menu.

  7. Tap the three-dot menu •••, then Archived.

    Archive forms.gif

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