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Recover Deleted Actions, Projects, Proofs, and Notes

Recover accidentally deleted items in the Trash Bin

Written by Erin Gouveia

Restore accidentally deleted items from the Trash Bin before they fall outside the recovery window.

Actions

Including subactions

Projects

With all related data

Proofs

Versioned file proofs

Notes

Notes and notebooks

30-day recovery window

Deleted items are recoverable through the Trash Bin for approximately 30 days after deletion. After that window, they no longer appear in the Trash Bin and cannot be recovered.


What can you restore?

Item Type

Recovery Window

What gets restored

Action cards

30 days

The action and all its subactions (entire subtree)

Subaction cards

30 days

The subaction and any child actions underneath it

Projects

30 days

The project and its views, labels, groups, members, and timesheets

Proofs

30 days

The proof version, placed back into its original action

Notes & Notebooks

30 days

The note or notebook (private notes are excluded from the Trash Bin)

Private notes

Private notes do not appear in the Trash Bin. Only non-private notes and notebooks can be recovered through this feature.


How to access the Trash Bin

Option 1: Profile menu shortcut

Step

Action

1

Click your profile icon in the top-right corner of the navigation bar

2

Select "Trash bin" from the dropdown menu

3

The Workspace Settings modal opens directly to the Trash Bin tab

Option 2: Through Workspace Settings

Step

Action

1

Click your profile icon and select "Settings"

2

In the Workspace Settings sidebar, click "Trash bin"


Restoring a single item

Step

Action

1

Open the Trash Bin (see above)

2

Select the tab for the item type: Actions, Projects, Proofs, or Notes

3

Use the search bar to find a specific item by name (optional)

4

Click the restore (undo) icon on the item's row

5

Confirm the restore in the confirmation dialog

The Trash Bin loads 25 items at a time. Scroll down to load more results.


Bulk restore (multiple actions at once)

You can restore multiple action cards at the same time using the checkboxes on the Actions tab of the Trash Bin.

Step

Action

1

Open the Trash Bin and make sure you are on the Actions tab

2

Click the checkbox next to each action you want to restore β€” or use the checkbox in the header row to select all visible actions

3

The "Restore selected" button appears, showing the count of selected items

4

Click "Restore selected (N)" to restore all checked actions at once

5

Confirm the restore in the confirmation dialog

Actions tab only

Bulk restore is currently available on the Actions tab only. Projects, Proofs, and Notes must be restored one at a time.


Restoring actions and subactions

Parent actions

When you restore a deleted parent action, the entire action tree is restored β€” including all subactions and nested child actions underneath it. The action is placed back into the project it was originally a part of.

Subactions

Subactions also appear in the Actions tab of the Trash Bin when they were individually deleted (not as part of a parent deletion). When you restore a subaction, any child actions underneath it are also restored. The subaction is placed back under its original parent action.

How the Actions list works

The Trash Bin only shows top-level deleted items. If a parent action was deleted, its subactions are not listed separately β€” restoring the parent brings everything back.


Restoring projects

When you restore a deleted project, the following are all restored together:

Restored with the project

All actions and their subactions

Action assignees and project members

Action views (Kanban, Gantt, Table, etc.)

Labels and status groups

Unsubmitted timesheets associated with the project


Restoring proofs

Deleted proof versions appear under the Proofs tab. Each row shows the proof name and version number in the title column, with the action name displayed below it. A separate column shows the project. Restoring a proof places the version back into its original action.


Restoring notes

Deleted notes and notebooks appear under the Notes tab. Each row shows the note title, when it was deleted, who created it, and who deleted it. If a note belongs to a notebook, the notebook name is displayed below the title.


Trash Bin column reference

Columns vary by tab. Some information (like project name or notebook name) appears as a subtitle within the Title cell rather than as a separate column.

Tab

Columns shown

Actions

Title (with project name as subtitle), Deleted on, Deleted by, Restore β€” plus a bulk-select checkbox column

Projects

Title, Deleted on, Deleted by, Restore

Proofs

Title (with action name as subtitle), Project, Deleted on, Deleted by, Restore

Notes

Title (with notebook name as subtitle, if applicable), Deleted on, Created by, Deleted by, Restore


Permissions

The Trash Bin is not available to agents, external users, or restricted members. Only workspace members with sufficient permissions can access and restore items.

For actions, the system verifies the user has access to the action before allowing the restore. For projects, proofs, and notes, workspace or resource-level access checks are performed.

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