How to Sync Statuses or Sections in Unito

By syncing statuses or sections, you can change Unito's behavior when you close work items, move data between sections, and more.

Table of contents:

This guide will show you how to sync status values between different work items (e.g., tasks, tickets, issues, etc.) through Unito's field mapping table. Doing so will update the status of an item in one app or tool when the status changes in another. 

This is useful for making sure your completed tasks or other work items are marked "done" or the equivalent in both tools, which can help reduce your items in sync count

Understanding field mappings in Unito

"Mapping" fields in Unito, such as status or section, defines the relationship between those fields across different apps or tools. 

When it comes to statuses, syncing them with Unito ensures that when you mark a task as 'Completed' in one tool, it's also marked as 'Archived' or 'Done' in the other, keeping your project progress in sync across platforms.

Asana Trello statuses

Why should you map statuses?

Mapping statuses and sections gives you consistency, clarity and greater efficiency. It's the ability to decide where your work items will end up in each tool.

For example, you can tell Unito that a 'Cancelled' or 'Completed' task in one tool, should be 'Archived' in the other. 

Wrike Trello Statuses

Here's a breakdown of possible actions resulting from these field mappings:

  • A non-archived card in Trello will maintain its status if the synced Wrike task is any of Ongoing, Ready to Brief, or On Hold.
  • If a Wrike task is Completed or Cancelled, it will be immediately Archived in Trello.
  • If an archived Trello card is unarchived, it will become an Ongoing Wrike task in this example. Items in this context will always assume the first status option possible. 

How to map statuses, sections, or lists between tools

This exact functionality will vary depending on the tools you integrate, but generally follows a similar set-up process. Here's how you would map sections when setting up a flow between a Trello board and a Jira project.

Log in to Unito and select your flow:

From Unito Sync Platform, open the flow you're working on.

Find the Field Mappings table, look for Status, List, or Section (depending on your tools) and select the gear to the left.

status fields 1 1

Add new statuses, lists or sections as needed

 If the list, status, or section you need isn't already mapped, you can add it by clicking on Add more lists & statuses. Then, Select a value in each tool that you'd like to pair up.

list status or section

You can sync any list names you can think of, but obviously it makes sense to associate lists that have common purposes, (e.g., done with completed, in progress with active, etc.).

status progress 1

Sync multiple statuses from one tool to a single status in another

You can map a single status or section in one tool to multiple statuses in another. For instance, 'In Progress' in Trello could correspond to both 'In Progress' and 'Selected for Development' in Jira.

Simply click on the + symbol beside the list you'd like to add additional options to.

selected status 1

In the above example, Trello cards in the In Progress list will be synced with Jira tasks with either the In Progress and Selected for Development statuses.

If the status in Trello changes from In Progress to something else, then back to In Progress, the associated Jira issue will switch to In Progress, as it's the first status listed above.

Additional examples

The exact fields you sync with Unito will depend on the tools you're using. Here are several examples:

Trello ←→ Trello

If you work in multiple Trello boards and your lists have different names, you'll need to map each pair individually. This can also be necessary if one Trello board has more lists than the other.

trello trello status

Trello ←→ Jira

Trello's lists can be mapped to Jira's statuses. This is particularly useful if you use Trello for high-level planning and Jira for detailed project management.

trello Jira status

Asana ←→ Trello

You can sync Asana's sections with Trello's lists, ensuring tasks move smoothly between the two tools based on their progress.

Asana trello status 

Practical Tip: When setting up mappings, consider how your team uses each tool and aim to align the workflows as closely as possible. This makes transitions between tools seamless and intuitive.

Enhance Your Workflow with Effective Mapping

Mapping statuses and sections between tools doesn't just keep your tasks aligned; it streamlines your workflow, ensuring that updates in one tool reflect across all others. With Unito's field mapping feature, you can ensure your projects stay consistent, clear, and efficient, no matter how many tools you use.