Hi fellow PX users!
Out of curiosity, has anyone successfully implemented engagement archive or deletion criteria/process to promote a structured system for managing their engagements? I’m currently exploring ways to manage my engagements effectively while ensuring there are no regrets when deleting an engagement. Any input would be greatly appreciated!
Best Practices for Archiving and Deleting PX Engagements
We do not have such a policy or process, but it seems like a good idea to implement.
In general, I am hesitant to delete engagements, and have deleted only test engagements that I created, and very old engagements created by PX Support for investigation.
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