Get Started

At the end of this guide, you'll be able to sync your projects, perfectly!

Connect JIRA or GitHub Enterprise

Some tools need to be set up before you can connect them to Unito.

Create a Dedicated Sync Account

When you connect your favorite apps, the system will use your authorized user accounts to perform the syncs between the two platforms. This means these user accounts will be designated as the source of any changes/comments synced.

Normally you start by connecting your personal accounts, so every action (creating a task, closing it, commenting, etc.) will be replicated under your name...

With a dedicated sync account, you remove this confusion as the action owner becomes the neutral sync account.

Setup a Sync

Creating a quick sync is as easy as pie. After connecting your favorite apps' user accounts, you just have to choose the projects you want to connect and the sync starts automatically!

Advanced Settings

We want to make sure your Sync syncs up with how you work with your teams, so we added settings to help you customize the sync behavior.

You can access these settings either when you review a new Sync (click on the "Customize" checkbox):

Or directly in your Unito dashboard, when your Sync is already created:

Sync your Team Members

Unito automatically maps your team members from both tools when they are using the same email address in each. If the emails don't match, you'll need to help the system a little so it knows who is who. Check your user's mapping in the "People" tab of your Sync settings. 

Sync Your Workflows

If you're working with tools that allow complex task statuses and workflows (other than "Open/Close"), we let you map them across apps to best fit your team's workflow. As for user mapping, Unito tries to auto-map them but we advise you to double-check! Go to your Sync settings under the "Fields" tab.

Sync Priorities and Importance

Some tools let you give priority or importance level to certain tasks/issues. Unito syncs those too, but make sure they are correctly mapped in your Sync settings under the "Fields" tab. 

Customize Field Synchronization

When you setup a sync between two apps, Unito automatically matches equivalent fields and synchronizes their data. But while defaults are great to get started, your workflow probably has some unique behavior or an extra field you absolutely want to sync up.

Here's a quick article on which fields to customize and how they are synchronized  

Filters Tasks and Issues

Unito doesn't limit itself to properly syncing every task and issue in a project; filters helps you create powerful workflows between your teams. Choose which tasks or issues you want synced with our Filter feature!

Sync Subtasks

Subtasks are not synced by default, but you can enable it under the Filters section of your Sync settings:

Subtask support depends on the tool you are using. While some tools support infinite levels of subtasks (e.g. Wrike) others don't support subtasks at all (e.g. Github).

Sync Labels and Tags

Labels and Tags are an important part of how many companies organize their tasks. With Unito, these tools become even more flexible! Not only can you sync labels and tags across apps - you can also use them to customize what gets synced in general.

Learn more about how you can customize your workflow with Labels and Tags

Sync File Attachments

Files are so crucial when collaborating with your teammates that Unito wouldn't be a killer app without syncing them!

File attachments are synced by default as a list of links inside the task description. You can easily tweak this behavior for each app in your Sync settings leaving you in total control.

Share a Sync

If there are multiple people in your organization who need to create and manage Syncs, it is very likely that you will need to share Syncs between you. For example, you might want to tweak the settings of a Sync created by a colleague.