Who this applies to
Role | Can do |
Loop Creator | Yes |
Power User | Yes |
Delegate | Yes |
Before you start
You must have access to the WorkBuzz Dialogue dashboard.
To archive a Loop, it must have a status of Expired or Closed.
To delete a Loop, it must have a status of Draft.
Step-by-step instructions
Filter your Loops by status
1. Open the Loop Admin dashboard
From the main navigation, open the Loop Admin dashboard. All of your Loops are listed here by default.
2. Click the status drop-down
On the left-hand side of the dashboard, click the drop-down box. The following filter options will appear:
Draft
Opened
Expired
Closed
Archived
3. Select a status to filter
Click the status you want to view. The dashboard will update to show only Loops matching that status.
Archive a Loop
⚠️ You can only archive a Loop with a status of Expired or Closed.
4. Navigate to the Loop you want to archive
Use the drop-down filter to find your Expired or Closed Loop, then locate it in the list.
5. Click the three dots on the Loop
Click the three dots on the Loop you want to archive. A menu will appear.
6. Select 'Archive'
Click 'Archive' from the menu. A confirmation pop-up will appear.
💡 Archiving a Loop does not delete any responses or insights. All data is retained and can still be viewed by selecting the Archived filter from the drop-down.
7. Click the red 'Archive' button
In the confirmation pop-up, click the red 'Archive' button to confirm. The Loop will move into your Archived folder.
8. Repeat as needed
You can archive multiple Loops. Return to the Expired or Closed filter view and repeat steps 4 to 7 for each Loop you want to archive.
Delete a draft Loop
⚠️ Deleting a draft is permanent and cannot be undone. Only drafts can be deleted using this method.
9. Go to Draft view
Use the status drop-down on the left-hand side to select Draft. You will see all draft Loops you have created.
10. Click the three dots on the draft
Click the three dots on the draft Loop you want to delete. A menu will appear.
11. Select 'Delete'
Click 'Delete' from the menu.
12. Confirm deletion
Confirm the deletion when prompted. The draft will be permanently removed from your view.
13. Repeat as needed
You can repeat this process for each draft Loop you want to remove.
What happens next
Your dashboard will stay organised with only the Loops relevant to your current work. Archived Loops remain accessible under the Archived filter at any time. Deleted drafts are permanently removed and cannot be recovered.
Common questions
Can I unarchive a Loop once it has been archived?
This is not yet available in the application, if you need to unarchive a loop please contact Dialogue support.
Does archiving a Loop remove the responses and insights?
No. Archiving retains all responses and insights. You can still find the Loop by selecting the Archived filter from the drop-down and view it as you would normally.
Can I delete a Loop that is Expired or Closed, rather than archiving it?
No, this is not yet available within the application.
Can I filter by more than one status at the same time?
No, you can currently only filter by one status at a time.
What happens if I delete a draft by mistake?
Deletion is permanent and cannot be undone. There is no recovery option available.