Hiring and Onboarding Remote Employees

Your software team’s work is absolutely vital to your business. But developers and product managers often use tools built with their expertise in mind, tools that don’t always overlap with what other stakeholders are using. When that’s the case, someone usually has to build manual reports to keep everyone else in the loop. With the right tools, these reporting workflows don’t have to come with headaches and hours of manual work. Here’s how you can use a free template for Google Sheets — and a Unito flow — to automatically build Jira dashboards. Built-in Jira dashboards vs. custom Jira dashboards Built-in Jira dashboards can be completely customized to share …

Your network operations team escalates a P1 ticket to infrastructure. The infrastructure team lead opens it twenty minutes later and sees a ticket created that morning with three comments, none of which explain why it’s now urgent or what the network team already tried. She pings the original engineer on Slack: “What’s the actual issue here?” He’s confused; he added a detailed handoff comment before escalating the ticket. The problem? It’s in the old system. She’s looking at the new one. This happens constantly during and after tool migrations. Escalation paths exist in your documentation and your org chart, but the actual context for individual tickets disappears in…

Marquis Murray is a global Asana Solutions Partner and CEO of Cirface, a process improvement consultancy with clients like PayPal, Wealthsimple, and MLB. He also has a YouTube channel where he shares his expertise in all things Asana and workflow management. We interviewed Marquis to learn more about the work he does with his clients, how optimizing Asana processes can help prevent burnout, and how leaders can measure their Asana workspace’s efficacy. How did you become such an expert in Asana? I kind of stumbled into both Asana and workflow optimization. I used to run a marketing agency and had to onboard a lot of team members, and found myself repeating the s…

“There has to be a better way to do this.” That frustration is at the heart of many workflows. It happens when you need to copy data from one tool into another. It happens when a deliverable you’re waiting on to start your work falls through the cracks. It happens when projects go over budget because essential tasks ended up requiring much more work than anticipated. Workflow automation won’t eliminate all that frustration, but it can make a good chunk of it disappear. Whether you’re drowning in manual data entry, constantly switching between disconnected tools, or looking to scale your team’s productivity, workflow automation can transform the way you work. T…

You close the ServiceNow ticket at 4:17 PM, finally. Customer issue resolved after three hours of back-and-forth, all fields updated, status set to Closed. You switch tabs to check engineering’s progress on the underlying bug in Jira. The ticket is still marked “Waiting for Support.” The last comment is from yesterday: “Need more info from customer.” You closed that loop three hours ago. Your engineering team never saw the update. Now you’re typing an explanation to the customer about why the fix took two days longer than it should have. Your support team averages four-hour resolution times. Your engineering team averages a six-hour turnaround on escalations. But …

Four teams. Three systems. One ticket nobody wanted to own. A customer can’t access their dashboard. Your support agent troubleshoots for twenty minutes, confirms it’s not a password issue, and escalates the ticket to engineering. Engineering sends it back: “This is a support issue.” Your agent re-escalates with more context. Engineering kicks it to DevOps. DevOps routes it to the platform team. The platform team sends it back to your queue: “Severity 3, not ours.” By the time someone actually looked at the problem, two business days had passed and your customer filed three follow-up tickets. Nobody bounced the ticket out of spite. Everyone applied their proce…

Searching for integration solutions surfaces a confusing landscape of acronyms and overlapping categories. EAI, iPaaS, ESB, API management, integration platforms, and sync tools all claim to solve the same fundamental problem: getting your business systems to talk to each other. The confusion isn’t accidental. The integration market evolved rapidly over the past decade, and vendors position their products using whatever terminology resonates with buyers. Understanding what these categories actually mean, and where the boundaries blur, helps you evaluate options without getting lost in marketing language. The practical question isn’t which category is best. It’s wh…

HubSpot is one of the most popular CRM platforms on the market, and it’s the go-to platform for many sales teams. But while it’s a robust, easy-to-use platform, sometimes you need that HubSpot sales data in a report or a spreadsheet everyone can get access to. For many teams, that’s not possible unless someone copies and pastes data manually from one tool to the other or spends hours cleaning up CSV exports from HubSpot to make that data useful in their spreadsheets. But these aren’t your only options. Unito’s integration for HubSpot and Google Sheets allows you to automatically export HubSpot data to your spreadsheets while keeping everything in sync. That means anyt…

Four hundred support tickets last month. Twelve variations of the same feature request. Three lost deals because competitors have a capability that isn’t mentioned anywhere relevant. NPS comments mentioning the same pain point repeatedly. The PM knows about these patterns. Engineering does not. Product feedback lives in support tools, sales CRMs, feedback platforms, and survey results. Engineering work lives in Jira. The gap between where feedback arrives and where work gets done means customer voice gets lost in translation. By the time a feature request becomes a Jira ticket, the original context (the frustration, the use case, the competitive pressure) has been str…

Roadmaps speak in quarters and outcomes. Sprint boards speak in points and tickets. The gap between them is where promises die. Checkout redesign was Q2’s top priority in the roadmap. It’s not in the next three sprints. The mobile app initiative shows “In Progress” on the stakeholder deck but hasn’t been broken into epics. Enterprise features are Q4’s focus, but nobody on the engineering team seems to know about them. This disconnect isn’t a communication failure. It’s a structural problem: roadmaps and sprints operate on fundamentally different timescales with different information quality. Context switching between these altitudes costs hours. It takes 23 minute…

You’ve documented your ticket escalation process. Level One handles password resets and basic requests. Level Two takes infrastructure issues and account access problems. Level Three owns complex technical problems and vendor coordination. The workflow diagram looks clean. The support tiers are clearly defined. Then a ticket escalates, and everything breaks down. Level Two gets a ticket with “Network connectivity issue, escalating” in the notes and nothing else. They can’t see the troubleshooting steps Level One already tried. They don’t know which user reported the problem or when it started. They spend twenty minutes reconstructing context from Slack messages and em…

“How’s that feature going?” “On track.” “When will it ship?” “Soon.” Neither side has numbers. Both sides leave uncertain whether they’re aligned. This conversation repeats weekly, same script, same ambiguity, same lack of shared data. Engineering has dashboards full of velocity charts, burndown graphs, and cycle time metrics. Product has roadmap views, prioritization scores, and stakeholder updates. These dashboards serve their respective teams but do nothing to create shared understanding between them. The cost of this fragmentation is $450 billion annually lost to context switching globally, much of it from people toggling between systems trying to piece togeth…

In this guide, you’ll find everything you need to know about setting up an integration to sync Rovo with Asana using an automated flow from Unito. This integration supports Asana tasks, projects, and portfolios. Since Unito is a completely customizable platform with a no-code interface, you can set up this integration without any technical resources or extensive routine maintenance. No troubleshooting complex automations or relying on expensive consultants, either. Overview Tools: Rovo and Asana Use cases: AI agent integration, record syncing Great for: Project managers, IT teams, software developers. Unito’s integration for Rovo and Asana allows users o…

Here’s everything you need to know about setting up an integration to sync Rovo with Salesforce work items with an automated flow from Unito. Since Unito is a completely customizable platform with a no-code interface, you can set up this integration without any technical resources and minimal maintenance. No need to troubleshoot complex automations or rely on expensive consultants, either. Overview Tools: Rovo and Salesforce Use cases: AI agent integration, record syncing Great for: Project managers, IT teams, software developers. Unito’s integration for Rovo and Salesforce allows users of any technical background, from project managers to software devel…

Your workflow documentation describes the happy path: a ticket arrives, gets categorized, routes to the right team, and gets resolved. Real workflows fail at the transitions. A P1 incident escalates from the service desk. Your engineering team sees it for the first time days after the customer reported it. The ticket shows three status changes, two reassignments, and zero context about what’s been tried. The customer’s last update reads: “Still broken. This is unacceptable.” You’re about to spend your evening reconstructing days of troubleshooting from Slack messages and email threads because someone, somewhere, marked the ticket as “in progress” without documenting w…

Here’s everything you need to know about setting up an integration that syncs Azure DevOps and HubSpot work items with an automated 2-way sync through Unito. Since Unito is a no-code, fully customizable platform you can set up your first secure integration without any IT resources. You won’t need to troubleshoot scripts or work with expensive consultants, either. More of a visual learner? Learn how to set up a Unito flow in this video tutorial. In this article: Why sync Azure DevOps and HubSpot? Step 1. Connect Azure DevOps and HubSpot to Unito Step 2. Choose a flow direction for new work items Step 3. Set rules to exclude work items from syncin…

Here’s everything you need to know about setting up an integration to sync Azure DevOps and Salesforce work items with an automated 2-way sync using Unito. Since Unito is a no-code, completely customizable platform, you don’t need any IT resources to set up your first secure integration. You don’t need to troubleshoot scripts or bring in third-party consultants, either. More of a visual learner? Learn how to set up a Unito flow in this video tutorial. In this article: Why sync Azure DevOps and Salesforce? Step 1. Connect Azure DevOps and Salesforce to Unito Step 2. Choose a flow direction for new tasks and work items Step 3. Set rules to exclude…

The ticket was simple. A user can’t access their financial reporting system. Priority: High. That part was clear. What wasn’t clear? Three teams touched the same ticket. Security had already verified credentials. Network ops had confirmed connectivity. But when the ticket landed with your application support team, none of that history came with it. Just a ticket number, a frustrated user, and a request to “please resolve ASAP.” You spent the next forty minutes reconstructing work that had already been done. The user spent that time wondering why IT couldn’t get its act together. And somewhere, buried in two other ticketing systems, was all the context you needed. …

Workflow integration software is no longer an option. It’s a necessity. The average organization used 106 SaaS apps in 2025. That means your workflows go through multiple platforms by default, with essential data scattered across them. But dig a bit beyond that number and you’ll find another story. That average actually went down — from 113 — since 2024. What does that mean? More and more organizations are realizing that just adding tools to their stack doesn’t solve all their collaboration problems. They’re trying to cut down on redundant platforms and streamline the way they work. But removing tools isn’t the only way you can do this. Workflow integration softw…

Need to move data between NetSuite and Smartsheet? Maybe you have teams working primarily in Smartsheet, but need to see their work represented in NetSuite? Or is Smartsheet your reporting tool of choice for NetSuite work? In this guide, you’ll find the following four methods for connecting Smartsheet with NetSuite: Manually exporting data between Smartsheet and NetSuite Using Smartsheet Data Shuttle Using automation tools Syncing Smartsheet and NetSuite with Unito First method: Manually exporting data between Smartsheet and NetSuite Both NetSuite and Smartsheet allow users to manually export data from specific parts of their workspace or the …

If you manage projects in Azure DevOps, you’re likely someone who prefers to minimize the amount of tracking in project plans while following an Agile methodology. Azure DevOps (or ADO) offers a range of options for configurations to support rollup to PM feature teams. But if your stack extends beyond Azure products, how do you keep that methodology going in other apps or tools? This article will break down two common methods for building an Azure DevOps product road map in other tools to keep data visible for anyone in your organization. This way, everyone gets the updates they need in the tools they use most. Why add an Azure DevOps roadmap to other too…

You meet all your Service Level Agreement metrics, but customer satisfaction scores are low and falling fast. You’re in monthly meetings explaining how both can be true while executives read comments about tickets “disappearing for days” despite being resolved “on time.” You suspect handoff delays are happening somewhere in the gaps between teams as tickets move between them. But your SLA tracking shows clean handoffs; the timer pauses, ownership transfers, and the clock restarts. Everything looks fine in your dashboard. The problem? Your metrics don’t actually measure your customers’ experience. They track ownership as though moving a ticket between systems is insta…

Without a sophisticated process and workflow, IT departments can’t respond to cybersecurity incidents quickly, resolve requests from high priority customers, or support internal teams in performing their own tasks effectively. The entire organization’s momentum can be ground to a halt as bottlenecks pop up in these circumstances. This is when the topic of integrations tends to crop up: do we build one internally or buy an out of the box solution? If we buy it, which vendors should we consider? What features are essential, which ones are nice to have, and what can we live without? So what do you do about these questions? Let’s get into it as we explain use cases fo…

How do you manage work between Jira and Smartsheet? At Unito, we often see examples of one department using one tool, while the team they work with prefers another, while neither is interested in doubling their work in multiple tools. This disrupts software development projects with lost information, siloed data, miscommunication, and sluggish collaboration. So if you’ve come here seeking help with enhanced project or task management, this Smartsheet Jira connector is your go-to solution. By the end of this article, you’ll learn how easily anyone can set up real-time task and issue syncing to boost your team’s efficiency. We’ll navigate through each Unito connector’s …

Running reports is a tiresome, repetitive task. Pulling data, formatting it, and syncing everything in one single Excel file takes time. Even when the tools we use have their own reporting systems, formal reports are typically submitted in a different format. Thankfully, if you work with Salesforce, there are easy ways to pull reports and sync data. While Salesforce has a built-in system for downloading reports, Unito can help amp up your process. Keep reading to learn more about how to export a Salesforce report to Excel, and how to create automatic syncs between both tools. First method: export a Salesforce report to Excel manually Knowing how to export a Sa…