Update to Column and Status Mapping (11/14/2019)
Trello, Basecamp, and Asana users now have more freedom when it comes to mapping fields.
Previously, both status (open/complete or archived) and column (ex: to do, in progress, done) used to be mapped as a unit — both would map together into the columns of another tool. Now they can be mapped separately, allowing for use cases like:
- Mapping the Jira status to an Asana column, and also mapping the Jira "closed" status to Asana's "complete" status.
- Moving "complete" tasks between columns in Asana, and having cards in Trello reflect these column movements, without affecting the status of the Asana task.
Note: When you map status to status (in Trello, for example), if you only have two states (open and closed/complete) they will be automatically mapped and you won’t be able to update this field (just remove it or add it).
Workflow Complexity
The ability to customize your workflow depends on the tool you want to sync. Some tools allow for very complex workflows to best fit your team (e.g. Wrike custom workflows and Jira workflows). Other tools have workflows as simple as Open/Close or Incomplete/Complete (e.g. GitHub and Asana).
Status mapping for your sync can be easily customized to your exact needs. You can do so directly from the Unito app. Simply edit your sync, choose the Map Fields tab, and click on the cog on the right of List/State/Status (whichever your specific tool pair has) to explore the workflow mappings. This is an example of what you may see:
In this example with a Trello-Trello Sync, lists are being mapped automatically when they have the same name. To adjust your mapping, simply remove the incorrectly mapped lists and click on "Add new group" to map your lists to match your workflow.
Mapping Multiple Statuses to One Status
In our workflow mapping section, you can assign several different statuses into "Status Groups". In these groups, all of the statuses will map to the topmost status of the opposing group.
You can use this functionality to map complicated workflows over into simple ones, and vice versa!
A note on Single Custom Workflow Support in Wrike
Please note that you can only map a single Wrike workflow. This means that states on Wrike tasks that are in another unmapped workflow will not sync. You can map the Default workflow automatically, but we recommend you setup a Custom Workflow in Wrike to closely match the Jira workflow.
To map a new custom workflow, delete the default workflow and add a new mapping:
Comments
1 comment
Might be handy to note this is for the Business ($169/mo) plan.. that was 10 minutes spent trying to find the settings cog you're using 😂
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