What this article covers:

  • What are filters?
  • How to use filters in Unito
  • Filtering by custom field

We've launched an evolution of our product, so some of the terminology and guidance in this article might be a bit out of date, and we're working hard to update it. You can learn more about our new workflow offering here, brush up on the new terminology here, and find out how to build your first workflow here.

What are filters?

Unito's filters allow you to include or exclude tasks based on several different fields.

  • Include filters: only tasks where the filter applies will be synchronized.
  • Exclude filters: only tasks where the filter does NOT apply will be synchronized.

The exact filters available in each of your syncs will vary from tool to tool. Generally speaking, they will always include "filter by tag or label" and "filter by member or assignee." They may also include "filter by task type" in tools like Jira and GitHub.

Here's an example: Alex wants to create a sync from her Jira project to a Trello board that only the design team uses. She doesn't need to share all of the tasks in her Jira project with the designers, just work that's assigned to them. There are a lot of ways she could achieve this, but there are three which probably make the most sense:

  • Include by user: only sync issues which are assigned to members of the design team.
  • Include by label: only sync issues which have the "Design Team" or "UX Bug" label on them.
  • Include by type: only sync issues which have the Jira issue type "UX Issue"

You can see that this powerful feature lets you build almost any workflow. So let's talk about how you can use this to help organize your synced tasks. :)

Filters are dynamic

One of the cool features about filters is that they are dynamically applied at sync time. If you add or remove a filter, it will change the behavior of your whole sync. This does introduce an important element of our sync, though: since we do not delete your task data, as you apply and remove filters from your sync, we will move the tasks that we have created on the receiving end of a sync into and out of that tool's "archive" or "done" state.

Here's an example: Alex creates a Jira < - > Trello Sync to bring issues from her Jira project into a Trello board for the design team. She initially sets her filter to the following:

  • Only sync issues with one of the following labels: Design

And lets Unito sync. Oh no! Alex didn't realize that the Engineering team uses "Design" to label functional design tasks like "Decide on database architecture." This isn't giving her design team quite the list of tasks that they wanted. She edits her sync to add the following:

  • Only sync issues with one of the following labels: Design
  • Only sync issues assigned to one of the following users: Daniel, Alice, Randy, Mack

Now all of the tasks which were assigned to people who weren't part of the 4-person design team are all sent to Trello's archive.

But — oops! — Alex forgot that Latoya is the UX engineer, and sometimes her tasks need to be shared with the design team, too. She makes one final edit to the sync settings.

  • Only sync issues with one of the following labels: Design
  • Only sync issues assigned to one of the following users: Daniel, Alice, Randy, Mack, Latoya

And then all of Latoya's tasks — which had been in Trello's archive — are now brought back into their correct lists in the Trello board.

Her designers have the tasks that they want to see synced to their Trello board, and Alex can stop wasting time trying to manage the design sprints through email and Slack. Everyone wins! :)

How to use filters in Unito

You can add filters when you create a new sync, after clicking on "Customize your sync," and navigating to the "Filter Tasks" tab. You can also add filters by editing an existing sync.

Filter conflicts: Keep in mind that, in the case where both an include and exclude filter apply to a task/issue, the task/issue will be excluded. Exclusion has priority.

Filtering by custom field

If you're integrating Trello with any other tool, you can use custom fields when filtering. You could do this to replicate Jira's "Sprint End Date" field in Trello, for example. Custom field syncing is only available for Team plans and up. If you need custom field support for your workflow, please reach out to us!

What's next?

Learn how to add tags to incoming work items.
Learn how to sync custom fields in Trello.
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