Compliance

SOC 2 and Project Data: Archiving Requirements Explained

For organizations that depend on project management tools—whether Jira, Asana, Monday.com, Trello, or similar—data security and compliance are critical priorities. Organizations subject to SOC 2 (System and Organization Controls 2) compliance must pay particular attention to how they handle, store, and archive project data. With growing reliance on cloud-based project management solutions, understanding SOC 2 archiving requirements and practical ways to meet them is essential.

In this comprehensive article, we’ll demystify SOC 2’s requirements for project data archiving, review best practices, and provide actionable strategies for compliance-readiness during project tracker migrations or transitions.

Static vs. Live Archives: Which Is Right for Your Organization?

Data archiving is a critical aspect of managing project management tools, especially for organizations handling large volumes of projects and sensitive information. As businesses transition between popular work management platforms like Jira, Asana, Trello, Notion, Monday.com, Linear, and ClickUp, selecting the right archiving solution becomes essential—not just for compliance, but for operational efficiency and long-term value. Two primary data archiving options exist: static archives and live archives. Understanding the differences, strengths, and ideal use cases for each can help project managers, IT administrators, and development teams make informed decisions during system migrations or ongoing data management.

Creating Audit-Ready Project Archives: What Legal Teams Need

In today’s fast-paced business environment, organizations are increasingly relying on digital project management tools like Jira, Linear, Asana, Monday.com, Trello, ClickUp, and Notion to track projects and collaborate across teams. As projects generate an ever-growing volume of data, ensuring that this information is properly archived and audit-ready is critical, especially for legal, compliance, and governance requirements.

Legal and regulatory scrutiny demands that project data is preserved, accessible, and organized in a manner that is defensible in audits or litigation. Creating audit-ready project archives is not merely a best practice—it’s an essential component of risk management and long-term success. This post explores exactly what legal teams need from project archives, the challenges organizations face in achieving these standards, and how leveraging the right tools can simplify the process.

Compliance Requirements for Project Management Data Retention

Meeting regulatory obligations for project management data retention is more crucial than ever for organizations using tools like Jira, Linear, Asana, Monday.com, Trello, ClickUp, and Notion. Failure to adhere to these compliance requirements can lead to legal penalties, loss of business reputation, and operational setbacks. This guide explores the core aspects of data retention compliance, strategies for ensuring project tracker export compatibility, and how tools such as ptmigration can help organizations maintain safe and compliant project management data archives.

Project Management Tool Sunsetting: How to Archive Before It's Too Late

For organizations relying on digital project management tools, change is inevitable—whether it’s adopting new software, merging workflows, or responding to vendor decisions. One challenge often overlooked is the “sunsetting” of a project management tool: the vendor discontinues support, removes features, or announces a complete shutdown. This puts vital project data and business continuity at risk. Archiving your project management data before it’s too late is not just a best practice—it’s a necessity.

Why You Need Static Project Exports (Even If You're Not Migrating)

Project management tools like Jira, Asana, Trello, Monday.com, Linear, ClickUp, and Notion have become fundamental to the workflows of modern organizations. As teams grow and project portfolios expand, the need for reliability, data integrity, and long-term accessibility becomes ever more apparent. While most organizations are aware of the importance of smooth migrations when switching tools, many overlook a critical capability: static project exports.

Whether you are a project manager, an IT administrator, or part of a compliance team, understanding the value of static project exports goes far beyond data migration scenarios. In this article, we explore the strategic advantages of exporting your project data into static formats, even if you have no immediate plans to migrate to a different project management tool.

Custom Field Mapping: Maintaining Your Workflow During Migration

Migrating project management data can be a complex process, especially when organizations use custom fields tailored to their unique workflows. Custom field mapping ensures that information critical to your business operations is maintained when transitioning between project tracking tools like Jira, Asana, ClickUp, Monday.com, Trello, Notion, or Linear. In this article, we explore what custom field mapping is, why it matters, and best practices for maintaining the integrity of your workflow during a migration.

How to Clean Your Project Data Before Migration

Migrating project management data between tools like Jira, Linear, Asana, Monday.com, Trello, ClickUp, and Notion is a complex process that hinges on the quality of your data. Before beginning any migration, it is essential to clean and prepare your project data to ensure a successful transition, minimize data loss, improve team adoption, and maintain compliance. This guide will walk you step-by-step through the preparation process, best practices, and actionable techniques to get your data ready for any project tracker export or data archiving need.

A Decision Framework: When to Migrate Your Project Management Tool or Stay

Migrating from one project management tool to another is a significant decision for any organization. The right migration strategy can streamline workflows, support innovation, and ensure your teams are equipped with the best tools for productivity and collaboration. However, the costs, risks, and complexities associated with migration mean that staying with your current tool often remains a compelling option. Knowing when to migrate and when to stay requires a structured approach—a decision framework—that evaluates business needs, technical constraints, data archiving requirements, compliance, and long-term strategic goals.

Migration Risk Assessment: Safeguarding Project Management Data During Tool Transitions

Migrating project management data between tracking tools—such as Jira, Asana, Trello, Linear, Monday.com, Notion, and ClickUp—can be a transformative step for organizations, unlocking new features and efficiencies. However, a poorly managed migration is fraught with risks: data loss, compliance breaches, workflow disruptions, and unnecessary downtime. Project managers, IT administrators, and development teams must therefore adopt a robust migration risk assessment strategy to safeguard their data and ensure a seamless transition.

The Ultimate 15-Step Project Management Migration Checklist

Migrating from one project management tool to another is complex, requiring careful planning, coordination, technical know-how, and attention to detail. Whether you are transitioning data from Jira to Linear, exporting tasks from Asana into Monday.com, or archiving legacy projects for compliance, a structured migration checklist is critical to ensure seamless data transfer, minimize downtime, and protect business continuity. In this comprehensive guide, we’ll walk you through a 15-step project management migration checklist designed to help organizations, project managers, and IT administrators execute successful transitions between tools.