Exposing all of a project's tasks and issues in another tool can be overwhelming. Sometimes you don't want every bit of a project's technical detail exposed to the business team.
Unito supports filters to include or exclude tasks/issues by type and by label/tag.
- Include filters: only tasks/issues where the filter applies will be synchronized.
- Exclude filters: only tasks/issues where the filter does NOT apply will be synchronized.
For example, you could setup your Wrike sync to only bring in JIRA epics and stories, but exclude any of those with the backend or tooling labels. So issues of type Bug would be kept out of Wrike, as well as epics with the tooling label.
Filters only apply to tasks/issues that have not yet been synchronized across apps. In other words, once a task/issue has been synchronized into another tool, it will remain synced even if it would later become filtered out (by adding a filter or changing the issue's type, for example). This is in line with our no-delete policy. It's best to setup filters at creation time, since adding filters later would only affect new tasks and issues.
You can add basic filters when you create a new sync directly from the What tab.
For more advanced filtering, CUSTOMIZE your sync at creation, or edit an existing sync.
Another higher level approach to collaborating is the use of epics and subtasks. While every task and issue will still be synchronized, they will be grouped under parent tasks, making it much easier to scan a project, and then expand a task into its detailed components as needed.
Filter conflicts: In the case where both an include and exclude filter apply to a task/issue, the task/issue will be excluded. In other words exclusion has priority.
Filter out synced task: Once a task or issue has been synchronized, it cannot be filtered out again. You will need to manually delete it from one app, as Unito will not automatically delete tasks or issue.