When to Use This

Archive a worksheet when it's outlived its purpose — a completed research sprint, a deal that closed, or just accumulated clutter you no longer need in view.

Archiving from the Research dashboard

1. Click on Research in the main navigation bar on your left

2. Click on the arrow to the left of the workbook's name to open up the list of worksheets within it

3. Click on the 3 dots ( ...) to the right of the worksheet's name

4. Select Archive next to the desired

Archiving from your current worksheet

1. From inside your current worksheet

2. Click on the 3 dots ( ...) next to the worksheet's name

3. Select Archive from the dropdown list

4. Confirm in the modal that appears.

Confirming the request

The platform will prompt you to confirm that you want to archive the worksheet before the action is complete.

What Success Looks Like

The archived worksheet no longer appears in your workbook. Your remaining worksheets are unaffected.

FAQ

Does archiving delete the worksheet?

No. Archiving removes the worksheet from view — the data is preserved.

If you need a worksheet un-archived, contact Pursuit Support

How do I archive the entire workbook, not just a single worksheet?

You can only archive individual worksheets right now.

Email Pursuit Support if you need an entire workbook archived