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PROJECT STATUS REVIEW · Workflow idea

Keep completed work tidy without hiding active projects.

When a service ticket changes status, prepare a corresponding project archive or restore action. Make the ticket and project match clear so a team member can verify the change, especially before work is archived.

Make it yours See how it works ↓
A Roman aqueduct taking shape from architectural sketch to marble.
A little structure. A clearer outcome.
Starts with
Ticket status change
Produces
A proposed project status change tied to its ticket, with ambiguous matches and archive actions held for an authorized teammate to confirm.
Category
Reviews & approvals

01 / The starting point

A clear request.
A useful direction.

A service ticket moving into or out of the team’s resolved status

“Find the related time-tracking project and prepare an archive action for resolved work or a restore action for active work, pending a person’s review.”
An example request · Make it specific to your team.

02 / The work

5 tasks.
One useful outcome.

Helps service teams keep project visibility aligned with ticket progress, so unresolved work remains accessible and resolved work can be reviewed for archiving.

  1. Review the changed ticket status

    Confirm the ticket reference, its prior and current status, and whether the change is complete or still being corrected.

  2. Match the ticket to its project

    Find the corresponding time-tracking project and send missing or uncertain matches to a person for clarification.

  3. Prepare the appropriate project action

    Suggest archiving when work is resolved and restoring visibility when a ticket is active again.

  4. Check for active work and reporting needs

    Have a teammate verify open time entries, related tickets, and reporting requirements before archiving.

  5. Approve and record the change

    Require an authorized person to confirm the exact project action and keep its outcome visible to the team.

03 / The result

Something useful.
Something to build on.

A proposed project status change tied to its ticket, with ambiguous matches and archive actions held for an authorized teammate to confirm.

AmbactiWorkflow folio · 5 steps

Review project archive status

Reviews & approvals · Example outcome

The handoff

A proposed project status change tied to its ticket, with ambiguous matches and archive actions held for an authorized teammate to confirm.

Keep in mind

A status change may be premature, and an archived project can affect time entry and reporting. Verify the ticket-to-project match and current work before an authorized person approves archive or restore; resolve tickets before merging when the source record does not report merges.

04 / Make it yours

Set the brief.
Set the standard.

A few choices shape the work around your team.

Choose ticket statuses and project matching rules

Define which status means resolved and how ticket references correspond to time-tracking projects.

Name project owners and approvers

Identify who checks matches, active work, and the effect an archive or restore may have.

Set archive and restore boundaries

Decide which actions need explicit approval and how to handle merged, missing, or reopened tickets.

Test resolved, active, and unmatched tickets

Confirm the proposed action for each case and ensure uncertain matches or archive decisions wait for review.

Put your next idea to work.

Start with your brief. Make the process your own.

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