Unito is a fantastic tool for syncing data between different work management tools. There are a surprising number of ways that you can use Unito to create workflows between tools, and it might be handy to review what they are and how they work.
Here are some articles that might help before you start reading:
First, a mirror sync is a simple sync which enables you to mirror some or all tasks between two projects for seamless collaboration across teams, projects and tools.
- Pair two teams (marketing, design, engineering, etc) on the same project
- Invite a contractor or client to collaborate on a project
- Bridge two processes in a seamless workflow
You can create a one-way or two-way mirror sync, depending on the workflow you want to create.
A one-way mirror sync will restrict the flow of information. All your data will move only from project A to project B.
A two-way mirror sync will automatically sync your information back and forth between both of your projects.
A Multi-sync enables you to combine tasks from multiple projects into a single view, or dispatch work from a central plan to other teams, projects and tools.
When you create a Multi-sync, you create multiple mirror syncs all in one go! The main advantage is the ability to share configuration between many similar mirror syncs.
If needed you will be able to change certain configurations on an individual sync level.
There are actually two types of Multi-syncs:
A split Multi-sync allows you to share tasks between different projects.
- Curate a central backlog and distribute to the right product, project or team
- Build a master plan or campaign, dispatch work, and track progress
A merge Multi-sync allows you to gather tasks from several different projects into one.
- Create a live dashboard of key activities that span teams, projects and tools
- Create a personal to-do list by aggregating tasks from many projects
Mirror syncs and Multi-syncs cover our 3 main use cases, but of course, there are many more! At Unito, we know that every company and team is different. Each workflow is valuable and that’s why we enable our users to create advanced syncs as open-ended as possible.
- Expand any mirror sync or Multi-sync to 3 or more tools
- Implement a phased process with handoffs that span many teams
- Create a service desk that can receive requests from multiple sources
When creating an advanced sync, you will need to create each mirror sync individually to create the information flow you need. This can sometimes be tricky, depending on how ambitious your plans are - that’s why our team is here to help you! If you have questions, don’t be shy about getting in touch.