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How to close and archive a follow-up

Mark a commitment as complete and keep a record of it.

Once a commitment has been fulfilled, you can complete the corresponding follow-up. A completed follow-up can then be archived to keep your active list up to date, while preserving a complete history.

  1. Go to the “Follow-ups” section.

    Capture d’écran, le 2026-10-14 à 14.25.36
  2. Open the relevant follow-up from your list of follow-ups.
    Capture d’écran, le 2026-10-14 à 14.45.32
  3. Click the pencil icon.
    Capture d’écran, le 2026-10-14 à 13.36.25
  4. Go to the status options.

    Capture d’écran, le 2026-10-14 à 14.53.10
  5. Click “Completed”.
  6. Save the status change.

    Capture d’écran, le 2026-10-14 à 14.54.34

  7. If needed, click “Archived” to remove it from your active list.

An archived follow-up remains available to view at any time and can be restored if needed.

Follow-ups_archived_side_by_side (1)

Note: a closed follow-up can no longer be edited (owner, due date, or description). To correct it, you must reopen it first.

Learn more about your centralized follow-up list →