What this article covers:
A cross-tool glossary
As you use Unito, you might run into some terms you're not familiar with. Here's a list of the most important words you need to know to get the most out of our tool.
Account: A user's specific, personal access to a tool like Asana or Trello. In contrast, we'll use Unito account to refer to your personal access to our platform.
Tool: An app that allows you to manage your work in some way. ClickUp is a tool, and so is Zendesk.
Integration: A tool that Unito allows you to connect; once a tool is connected to Unito, it becomes an integration. For example, we might refer to our Asana integration.
Item: This is Unito's generic term for the basic unit you'll sync across tools. What we call a work item is a card in Trello or a task in Asana, for example. In some places on our platform, you'll see this as a work item.
Block: Unito's generic term for the place where your work gets done in a tool. In Jira, this will be called a project, whereas Trello calls this a board. You might see this as block of work in certain places on our platform.
Flow: A path built between blocks of work, allowing items to pass through your workflow. A flow creates a relationship between two blocks so work can be synced between them. For example, a support ticket escalation workflow might involve a flow that connects a customer support project in HubSpot to an engineering project in Jira. This flow might send HubSpot tickets that need engineering support to Jira.
Workflow: Workflows are what you'll be building in Unito. A workflow connects blocks of work together, allowing items of work to flow seamlessly from one to the other. An example workflow for a marketing team might start in an overview project in Asana, go through a marketing requests project in Jira, and finish in a deliverables board in Trello.
Rule: An optional setting that can affect which work items are included in a specific flow. For instance, you could set up a rule that makes it so only cards with a specific label in Trello are synced to Asana.
Bot account: This is a shared account designated as the source of all flow changes in a specific tool. Setting up a bot account means notifications for synced changes won't come from whoever controls the Unito account.
Unito app: The platform that allows you to integrate your work management tools and build seamless workflows. Usually, app will be used to refer specifically to Unito's interface.
Workspace: This word encapsulates your workflows and your users. Everything you set up within Unito falls under your workspace.
Workspace member: This is a Unito user who has the ability to make changes within a workspace, such as editing workflows and updating billing information.
Item in sync: Any work item that is kept in sync by Unito as part of a flow. They could be tasks, spreadsheet rows, contacts, tickets, deals, etc.—it depends on the tools you're using. You can find out more here.
Active user: A tool user who interacted with items that are part of your workflows in the last 30 days. That interaction can be leaving a comment on the item, being assigned to it, or creating it.
Inactive user: A tool user who hasn't interacted with items that are part of your workflows in the last 30 days.
Everyone's got their own way of saying things. Here are some of the most useful terms to know across our integrations.