What this article covers:
- How to connect Jira or GitHub Enterprise
- How to create a Unito bot user
- How to set up a flow
- How to sync your team
- How to sync your workflows
- How to sync task priority and importance
- How to customize field syncing
- How to use rules to filter work items
- How to sync subtasks
- How to sync labels and tags
- How to sync file attachments
- How to share a flow
Connect Jira or GitHub Enterprise
Some tools need to be set up before you can connect them to Unito.
Follow these easy steps in Jira to configure it for Unito access.
Follow these easy steps in GitHub to configure it for Unito access.
Create a bot User
When you connect your favorite tools, the system will use your tool accounts to sync between them. These accounts will be designated as the source of any changes/comments synced. This means every action (creating an item, closing it, commenting, etc.) will have your name on it.
With a Bot User, you remove this confusion as the action owner becomes the neutral user.
Set up a flow
Creating a flow is quick and easy. After adding your tool accounts, you just need to choose the blocks of work you want to connect and the flow starts automatically!
Sync your tool users
Unito automatically maps active users when they are using the same email address in both tools. If the email addresses don't match, you'll need to help the system know who is who. Check your user's mapping in the "Map Fields" tab of your flow settings, under the "Map Users" sub-tab.
Sync your workflows
If you're working with tools that allow complex task statuses and workflows, we let you map them across tools to better fit your team's workflow. You can do this under the "Map Fields" tab when editing your flow.
Sync priority and importance
Some tools let you give priority or importance levels to certain items. Unito syncs those too, but you need to make sure they are correctly mapped in your flow settings under the "Map Fields" tab.
Customize field syncing
When you set up your workflow, Unito automatically matches equivalent fields and syncs their data. But while default settings can cover a wide range of use cases, your workflow might have unique aspects or extra fields you absolutely want to sync up.
Use rules to filter work items
Unito can easily sync all of a project's items to another tool. But maybe that doesn't fit your workflow, and you want to be able to pick and choose which ones get picked up by your flows. By building rules, you can filter which tasks will sync.
Warning: We recommend that you build your rules when you first create your flows. Otherwise, your rules will only be applied to new items and not the ones already synced.
Unito's level of subtask support depends on the tool you're using. For tools that support them (e.g. Asana) Unito will sync up to one level of subtasks. For tools that don't support subtasks at all (e.g. GitHub) Unito cannot sync subtasks. This means that flows between Asana and GitHub won't deal with subtasks at all.
Note that subtask support is only available for Team, Company, and Enterprise plans. If you're on a Personal plan, and you want to add subtask syncing to your workflow please reach out to us and we can talk upgrades!
Sync labels and tags
Labels and tags are crucial for organizing tasks. With Unito, these tools become even more flexible! Not only can you sync labels and tags across tools, you can also feed them to Unito's rules to determine which tasks get synced.
Sync file attachments
By default, attached files are synced as a list of links in a task's description. You can easily tweak this behavior for each tool in your flow settings.
If you're on a Company or Enterprise plan, you can instead stream attachments, meaning anyone in your organization can access them without needing to sign in to both synced tools.