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Help topics · Connecteam

Connect Connecteam to Unblockd

Link a Connecteam task board to an Unblockd project and its quick tasks come in as tasks, with their status kept in step.

Updated · About the Connecteam integration

What Unblockd reads

Unblockd reads your Connecteam task boards and the quick tasks in the ones you link to an Unblockd project. You choose which quick tasks to bring in; each becomes a task under a deliverable, with a link back to Connecteam as its first proof. From then on its status follows Connecteam.

It’s read-only. Unblockd never creates, edits, or deletes quick tasks in Connecteam.

The key is encrypted before it’s stored. How Unblockd handles your data.

Before you start

  • In Unblockd, a workspace admin connects Connecteam, once for the whole workspace. Members see it in Settings but can’t connect or disconnect it. Anyone on the team can then link it to a project.
  • In Connecteam: A Connecteam admin on a plan that offers API keys (Expert or higher). The key acts for the whole company.

Connect Connecteam

  1. Open Connected toolsSign in to Unblockd and open Settings, then Connected tools.
  2. Press Connect beside ConnecteamFind Connecteam under Most used, or press Show all 33 tools, or type its name in the search box. Then press Connect on its row. A short form opens under it.
  3. Paste the details from ConnecteamAPI key: In Connecteam, go to Settings, then API Keys, and click Add API key. The form’s Where to find it link opens Connecteam’s own guide.
  4. Press Connect ConnecteamUnblockd checks the details with Connecteam before saving anything (the button reads “Checking with Connecteam”). If Connecteam refuses them, the field says so and nothing is stored.
  1. Open the project’s Sources tabOpen the project from Projects, then its Sources tab.
  2. Press Link a sourceIt’s under the list of linked sources. If more than one tool is connected, choose Connecteam under Tool.
  3. Pick the Connecteam task boardUnder Connecteam task board, pick the one this Unblockd project runs on. Only task boards the connection can see are listed, and ones already linked here are left out.
  4. Choose where items landUnder New items land in, choose a deliverable, or leave Choose each time. It’s the first choice when you bring items in, and where new items go if automatic import is on.
  5. Press LinkThe Connecteam task board appears in the Sources list, ready to bring items in.

Starting a new project? On New project, open “Bring work in from a tool”, choose Connecteam and the task board, and leave “Bring in open items as tasks” on to start with its open quick tasks. It’s linked as the project is created.

Bring in items

  1. Press Bring in itemsOn the project’s Sources tab, press Bring in items on the Connecteam task board’s row. Unblockd lists the open quick tasks that aren’t in this project yet.
  2. Choose the deliverableUnder Add them under, choose the deliverable they belong to. Each item comes in as a task under it.
  3. Choose the quick tasksTick the quick tasks you want, search by key or title, or press Choose all. Then press Bring in. Up to 50 come in at a time; run it again for more.

New quick tasks can also come in on their own. An admin turns on Bring in new items from linked sources in Settings, then Automations, and each source can opt out or pick its deliverable from its ⋯ menu, under New items. Up to 25 come in per sync, checked every hour and on every sync.

How sync works

Quick tasks are only published or completed, so a task is never In progress or Blocked from Connecteam. Each quick task becomes the first status that matches:

Completed
Becomes: Done
Published
Becomes: To do

Unblockd checks Connecteam again when someone opens the project’s Sources tab and the last check is more than 10 minutes old, when you choose Sync now from the source’s ⋯ menu, and once a day. The row shows when it last synced. A large source catches up over a few checks.

  • Done in Connecteam finishes the task in Unblockd, because the link back to Connecteam already counts as proof. A task that needs a sign-off stays where it is until the sign-off is recorded.
  • Connecteam has no blocked state Unblockd reads, so its quick tasks never open a blocker. Your team can still flag a blocker on the task in Unblockd.
  • A title changed in Connecteam changes in Unblockd too. A tool never puts a task In review: that needs a reviewer chosen in Unblockd.
  • Tasks from a tool stay with your team. Your sponsor sees each deliverable’s progress, not the tasks under it.

Disconnect and revoke access

  1. Press DisconnectIn Settings, then Connected tools, press Disconnect on Connecteam’s row.
  2. ConfirmIf it’s linked to projects, Unblockd first says how many task boards it will unlink. Press Disconnect Connecteam to confirm, or Keep.
  • Deleted: the connection, its stored key, and every Connecteam task board linked through it, across all your Unblockd projects.
  • Kept: tasks already brought in stay as ordinary tasks with their history and proof links. They stop following Connecteam. Connect again and relink the same Connecteam task board, and they follow it again.
  • Unblockd deletes the API key it stored. To end access completely, delete or regenerate that API key in the tool as well.

To stop one project following Connecteam without disconnecting it for everyone, open the linked Connecteam task board’s ⋯ menu on the Sources tab and choose Unlink. Its tasks stay, but stop following Connecteam.

Troubleshooting

Needs reconnecting
What to do: Connecteam turned down Unblockd’s access, for example because it was revoked or the person who connected it left. The row says “Reconnect to keep it in sync.” An admin presses Reconnect and pastes a fresh key; linked task boards and their tasks carry on.
Retrying
What to do: The row says “Couldn’t reach it on the last try. It will try again.” Connecteam didn’t answer the last time Unblockd tried. Nothing is lost; the next sync picks up where it stopped.
Rate limits
What to do: Unblockd reads one item about every 0.65 seconds, up to 200 per check, to stay inside Connecteam’s limits. If Connecteam still says to slow down, Unblockd stops that check and picks up on the next one. Sync now waits 60 seconds between runs on the same source.
A task board is missing
What to do: Only task boards the connected account can see are listed. Check its access in Connecteam.
Only an admin can connect
What to do: “Only a workspace admin can connect or disconnect tools.” Ask an admin, or have one change your role in Settings, then Members.
Coming soon
What to do: A tool that shows Coming soon instead of Connect can’t be connected yet.

Still stuck? Press Report a problem on Connecteam’s row in Connected tools, or choose Report a problem with Connecteam from a linked task board’s ⋯ menu. One tap sends the tool and what the row shows about the connection (never a key or token) to the Unblockd team, and someone replies by email. You can send 5 reports every hour, or write to hello@unblockd.ai any time.

Connect Connecteam now

Open Connected tools in Unblockd and press Connect beside Connecteam. You’ll need to be a workspace admin.