Technical Guides

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.

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.

A Technical Guide to Effective Data Mapping for Project Management Migration

Effective data mapping is an essential element of successful project management migration between different project tracking tools. From Jira, Linear, and Asana to Monday.com, Trello, ClickUp, Notion, and beyond, organizations increasingly need to move project data cross-platform to keep their workflows agile, compliant, and up to date. However, the technical process of mapping data between these systems can be complex, fraught with challenges surrounding field equivalencies, data hierarchies, custom attributes, and more.

Comparing CSV, JSON, and XML Formats for Project Management Data Migration

Project management data exports have become a vital element in the current digital business environment, especially as organizations increasingly transition between tools like Jira, Linear, Asana, Monday.com, Trello, ClickUp, and Notion. Whether migrating data to a new project tracker, archiving historical records for compliance, or integrating information into external analysis systems, understanding the data export formats—primarily CSV, JSON, and XML—is essential for IT administrators, project managers, and development teams. In this article, we delve into the characteristics, use cases, advantages, and limitations of each format and outline critical considerations for successful project management data migration.

Zero Downtime Migration Strategies for Project Management Platforms

In today’s fast-paced business landscape, uninterrupted workflows are essential. When organizations need to transition from one project management tool to another—whether moving from Jira to Asana, Linear to Trello, or between any modern project tracking platforms—zero downtime migration becomes a top priority. Downtime during migration can disrupt daily operations, delay critical projects, and even cause loss of vital information. That’s why implementing a robust zero downtime migration strategy is vital to ensure business continuity.