This is a step-by-step walkthrough to create a new sync between projects in two different tools.
If you are using the version of Unito embedded directly in the Wrike workspace, you can also refer to Wrike's own Setup Guide.
We assume you've already logged into the Unito application and connected the tools you want to sync.
Select What You Want to Sync
The first step is choosing the first tool you want to sync and selecting the existing project(s) (or repo(s)) you want to sync. You can also choose to ask Unito to create a new project where things will be synced (this feature doesn't work with GitHub and JIRA).
The sync account you select determines which projects are available and will be used to perform synced operations in the tool, such as creating/updating issues and commenting. We recommend the use of a dedicated account.
Filters are available to limit the tasks/issues that will be synchronized with the other tool. It's best to setup filters at creation time, because adding filters later only affects new tasks/issues. In other words, once a task/issue has been synced into the other tool, it will remain synced even if filters are later added. This is in line with our no-delete policy.
To add filters, click on "Customize sync", and it will bring you to the advanced settings:
From there, head over to the "Filter Tasks" tab, and you'll be able to add all the filters you like.
For more information on Filters, check out our guide on it!
Select Where You Want to Sync
If you're using Unito from within the Wrike app
This step is automatically completed for you, in fact the WHERE tab will be completely hidden. Folders will automatically be created in your account root folder, one per synced project, and you can freely share and move these folder around.
Now select where you want the synced project (or repo) to be brought in the other tool.
Here too, the sync account you select determines which projects/folders are available and will also be used to perform operations in this tool, such as creating/updating tasks and commenting. If you cannot find a project or folder in the list, it's probably because the sync account selected does not have access to it.
There you can also choose to sync with an existing project (or repo) or create a new one for the sync. Once created, you can share and move those folders anywhere you want. Unito will continue to sync them wherever they are, as long as the sync account has access to them.
If in doubt, just select the destination folder ROOT.
Review and Customize
You're all set! Click CREATE SYNC and watch the existing synced tasks/issues trickle between the tools. If your project is large (hundreds or thousands of open issues), it can take an hour or more for the initial sync to complete (we don't want to overwhelm those apps).
Unito sets up meaningful settings by default, and you'll be able to edit configurations after creation. But you can also CUSTOMIZE your sync from the get go. For example, you can tweak things like:
- Status and Workflow sync
- Users and Assignee sync
- Priority & Importance sync
- Attachment sync
- Subtask sync
- Epic sync
Sync and Walk Away
Your project is now being kept synced between your tools. Any change from either tool will be reflected in the other every few minutes. If you can't wait, click SYNC NOW to trigger a manual sync.
Time to leave the Unito dashboard and get back to work in your own app of choice!