os-archive-item

Archive portfolio items by updating summary.md, TRACKER.md, and LEARNINGS.md.

4|Updated Apr 26, 2026
One-click install
npx skills add https://github.com/simonconway1979/os-intelligence --skill os-archive-item
Or copy as Structured Prompt for Agent▼
Please help me install this Agent Skill.
Skill: os-archive-item
Source: https://github.com/simonconway1979/os-intelligence/tree/main/.claude/skills/os-archive-item
Command: npx skills add https://github.com/simonconway1979/os-intelligence --skill os-archive-item

SYSTEM DOCUMENTATION & REQUIREMENTS

What problem does it solve?

It closes out portfolio work without losing the reasoning, outcomes, and reusable lessons that you’ll want to reference later.

Core Features & Use Cases

  • Outcome-driven closeout: Captures whether the item was completed or stopped and records the correct stop reason when applicable.
  • Re-readable summary.md deliverable: Produces a structured summary that the user reviews and edits, preventing accidental overwrite of an existing summary.
  • Portfolio bookkeeping automation: Updates the item’s stage, moves its row in TRACKER.md from Active to Archived, and appends a one-line learning to the portfolio’s LEARNINGS.md.

Quick Start

Ask the assistant to archive your current portfolio item by running: /os-archive-item

Frequently Asked Questions about os-archive-item

High-intent search queries and answers about installing and using this skill.

FAQPage Schema
How do I archive a portfolio item without losing lessons learned and outcome details?▼

Archiving a portfolio item requires creating a durable summary.md, updating the item stage metadata, moving its tracker row to Archived, and appending a one-line learning to LEARNINGS.md to preserve outcomes and reasoning.

What is the best way to close out campaigns and record stop reasons in product operations?▼

Closing out campaigns involves capturing whether the item was completed or stopped, recording the correct stop reason, and generating a structured summary that you review and edit to ensure accurate portfolio bookkeeping.

How do I update TRACKER.md and LEARNINGS.md when archiving portfolio work?▼

Updating TRACKER.md moves the item row from Active to Archived, while LEARNINGS.md receives a newly appended one-line learning, ensuring both files stay synchronized with the item's stage metadata during the archive process.

Can I overwrite an existing summary.md file when closing an opportunity or event?▼

You cannot overwrite an existing summary.md file; the archiving process requires producing a new structured summary for your review and edits to prevent accidental data loss of previous portfolio documentation.

Do I need an active portfolio item context to start the document synthesis process?▼

You need active item context, such as existing TRACKER.md artifacts, to begin document synthesis; otherwise, the system will prompt you for portfolio and item selection before generating the archived summary.

Why does portfolio archiving require reviewing the summary before finalizing the closeout?▼

Portfolio archiving requires review because the generated outcome-driven summary is structured for future reference, ensuring you verify the completion status, stop reasons, and lessons learned before updating your portfolio records.