By mapping statuses and sections, you can change Unito's behavior when you close work items, move items between sections, and more.
Table of contents:
- Why should you map statuses and sections?
Why should you map statuses and sections?
Mapping statuses and sections gives you the ability to decide where your work items will end up in each tool. For example, you can specify that a task that is in your To-Do List should go into the synced tool's backlog.
This is useful for making sure your completed tasks or other work items are marked "done" or the equivalent in both tools, which can help reduce your items in sync count.
Mapping statuses and sections is also handy if the tools or projects you're working in have very different statuses that you'd like to align more clearly. Here's an example of a particular setup we put together in a demo between Wrike and Trello:
In this example, our non-archived cards may be considered any of "Ongoing, Ready to Brief or On Hold" in Wrike. However, when our Wrike task's status changes to either Completed or Cancelled, it will then be Archived in Trello.
This exact functionality will vary depending on the tools you integrate, but generally follows a similar set-up process. Here's how you would map sections when setting up a flow between a Trello board and a Jira project.
How to map statuses, sections, or lists between tools
Log-in to Unito and open the flow you're working on. From the field mappings step, scroll to your lists mapping and select the gear to the left of the mapping.
Unito will attempt to automatically pair up lists and statuses with the same name. If the list or status you need doesn't appear right away, you can add it by clicking on Add more lists & statuses. Then, Select a value in each tool that you'd like to pair up.
You can sync any list names you can think of, but obviously it makes sense to associate lists that have common purposes, (e.g., done with completed, in progress with active, etc.).
You can add multiple statuses (or lists) to a specific mapping, as we did in our above example between Wrike and Trello.
To do so, simply click on the + symbol beside the list you'd like to add additional options to.
In the above example, Trello cards in the In Progress list will be synced with Jira tasks with either the In Progress and Selected for Development statuses.
Additional mapping examples
The exact fields you pair in this mapping will depend on the actual tools you're using. That said, here are some of the most common ones.
Trello ←→ Trello
If your Trello lists have different names, you'll need to map each pair individually. This can also be necessary if one Trello board has more lists than the other.
Trello ←→ Jira
A list in Trello is the equivalent to status in Jira. Unless you've built a Trello board specifically to represent work in Jira, you'll probably have to map them up individually.
Asana ←→ Trello
You can also match your Asana project's sections and columns to Trello lists, as we did below:Did this answer your question?