What this article covers:
- Creating a flow in the workflow designer
- Flow creation
- Setting up rules
- Mapping fields
- Reviewing and saving your flow
Creating a flow in the workflow designer
The first step for building your workflow is adding your blocks of work. But what do you do after this? Easy, just click one of the blue handles at the edge of your block and drag it to the block you want to connect it to.
Once you've created your flow, you'll be taken to this screen.
The first screen shows your flow’s history, which it doesn’t yet have because you haven’t finished creating it. Click on the Blocks of work tab.
In this tab, you can choose the tool account you want to use for each block. Usually, you might want to do this to create a bot user. You can also change the flow direction from the default two-way flow to a one-way flow. This can help you create flows that fit your specific use case — such as a Trello Master Board — but often you’ll want to keep it as a two-way relationship.
Next, it’s time to set up your rules.
Set up your rules
By default, Unito will sync all information between tools. If you want to change that, you can set up a rule in this tab.
Rules act as filters, sifting through all the information in your tool and picking out what you need synced to the other side. You could, for example, set up a rule to filter cards and tasks with a certain label or tag, as I’ve done here. This means that only Trello cards with the blue label and Asana tasks with the Delegate tag will be affected by this flow.
That’s not all you can do with rules. Here are some of the rules you can use with Unito:
- Excluding work items with a specific label
- Including or excluding work items in specific lists or sections
- Only syncing work items assigned to a specific person
- Only syncing a certain type of work item (such as Jira epics)
By default, Unito will automatically match up fields that are close to each other. Trello lists will be matched up to Asana sections, for example. Due dates in Jira will be matched with due dates in ClickUp. If you’re not concerned about matching up specific fields, just leave everything as is and go to the next tab.
But if you need to customize your field mappings, here’s a quick look at how it’s done.
Scroll down and click on Add mapping.
Pick your mappings in each dropdown. For this example, I’m choosing Link to card on the Trello side and Description footer on the Asana side.
And that’s it! That’s all it takes to create a new field mapping. Note that if you want to remap fields that are already assigned, you’ll first have to unmap them by clicking in the small trash can that pops up to the right when you hover over the mapping.
Check out our in-depth article on field mapping here.
Wrapping things up
Now that your flow direction is set, your rules are created, and you’ve customized your mappings, your flow is pretty much done. Only two things remain.
By default, new flows will only sync work items created after it. That means historical data won’t be touched. This is so you can experiment with your flow before having it affect the important data in your work management tool. When you’re ready for your flow to go live, just turn this off. From the flow creation screen, you can do this by clicking on the Include older cards and tasks button.
Finally, turn on Auto-sync so that your changes are synced automatically across your blocks.
And you’re done! Hit Save and close and your flow is now live.
Learn how to build a Master Board in Trello.
Learn how to submit requests in GitHub or Jira from Asana.
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