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Planview Customer Success Center

Restore or delete items from the recycle bin

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Cards, documents, folders, risks, issues, and meetings that you have deleted are stored in the Recycle bin. This way items that are removed by mistake can be restored.

Items residing in the Recycle bin cannot be opened or read. These items must be restored before you can open or read them.

Find items in the recycle bin

The recycle bin has a tab for each type of item: Cards, Risks & Issues, Documents and Meetings. The number next to a name is how many items that tab holds. A type only gets a tab when there are deleted items of that type.

Recycle_bin_tabs.png

Each tab lists the deleted items with who deleted them and when, newest first. Folders show their total size. Click the arrow next to a folder to see what is inside it.

Recycle_bin_documents_expanded.png

To filter the items on a tab:

  1. Click the Recycle Bin tab in the toolbar.
  2. Click the tab for the type of item you are looking for.
  3. Click Filter in the toolbar.
  4. Narrow the list down by Name, Deleted by and Date deleted. On Risks & Issues and Documents you can also filter by Type: issues and risks, or folders, documents, links and shared links.

Recycle_bin_filter.png

Restore a card, document, folder, risk, issue, or meeting

To restore an item:

  1. Click the Recycle Bin tab in the toolbar of the workspace.
  2. Click the tab for the type of item you want to restore.
  3. Click the check box of each item you want to restore. A folder is restored together with everything in it, so only the folders and files at the top level of the list have a check box.
  4. Click the Restore deleted items button Restore button to restore the selected items.

Recycle_bin_restore_selected.png

Restored items can then be found in their original location.

If some of the selected items cannot be restored, you are asked to refresh the page and try again.

It's possible that a card you want to restore may no longer be associated with a board. If that is the case, you will be asked to select an existing board or create a new one before the card can be restored.

Recycle_bin_board_picker.png

Delete a card, document, folder, risk, issue, or meeting permanently

Only administrators can delete items permanently. Deleted items can no longer be accessed or restored.

To permanently delete a card, document, folder, risk, issue, or meeting:

  1. Click the Recycle Bin tab in the toolbar.
  2. Click the tab for the type of item you want to delete.
  3. Click the check box of each item you want to delete. A folder is deleted together with everything in it.

    Recycle_bin_delete_selected.png

  4. Click the Delete checked items (cannot be restored) button Delete button to delete the selected items.

    Recycle_bin_delete_confirm.png

  5. From the window that appears, click the I understand that deleted items cannot be restored check box.
  6. Click Confirm to permanently delete the selected items.

 

 

 

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