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Keep completed work tidy without hiding active projects.

Illustrative idea, not a published runnable template. Grunt is prelaunch; live service is paused and live provider connections and outcomes remain unverified. The steps, providers, and outcomes below describe a concept.

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.

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Actual availability depends on published steps, supported connections, permissions, and provider approval.

Illustrative workflow and outcome
Ticket status changeA 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.”
Work through the request.

Clear tasks, with review where it matters.

  1. Review the changed ticket status
  2. Match the ticket to its project
  3. Prepare the appropriate project action
See all 5 tasks
A proposed project status change tied to its ticket, with ambiguous matches and archive actions held for an authorized teammate to confirm.

What this workflow could do

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

Review points proposed in this idea

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.

How the idea could work

Select an illustrative task to explore its proposed role. No workflow runs here.

Explore the sequenceStep 1 of 5

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

Step 1 of 5

Review the changed ticket status

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

Proposed setup considerations

These are planning notes for the concept, not instructions for a currently available template.

  1. 01

    Choose ticket statuses and project matching rules

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

  2. 02

    Name project owners and approvers

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

  3. 03

    Set archive and restore boundaries

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

  4. 04

    Test resolved, active, and unmatched tickets

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

Read the prelaunch status

Published templates and verified customer availability remain pending.

A little help with the whole task

A little less busywork.
A little more room for you.

Explore the sample experience while launch details are being finalized.

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