Getting Started with Unito: Rules and Mappings
In this product guide video, we'll be walking through rules and mappings, default and recommended settings, mapping lists and statuses, and adding, modifying, and customizing mappings.
What is a rule?
Rules help you determine just how much information gets synced from tool to tool. This is done by creating filtering rules, which look for specific fields to determine which work items should get synced over. The exact fields you can use to build rules vary depending on the tools you're using. When syncing Trello boards, for example, you can use Members, Labels, or Lists in your rules. In contrast, our Smartsheet integration lets you use most column types for your rules, such as Date, Text, Number, Dropdown, and Checkbox.
But rules aren't just for filtering information. They can also be used to direct the flow of information between your tools with Status and progress mapping. In a Trello-Asana flow, for instance, you could match a To-do list in Trello to a Backlog section in Asana. This means they'll be treated as essentially the same thing, and any card that lands in that Trello list will be moved to the corresponding Asana section.
Start your free 14-day trial now: https://bit.ly/3tAQXYN