Connect ProjectManager to Unblockd
Link a ProjectManager project to an Unblockd project and its tasks come in as tasks, with their status kept in step.
Updated · About the ProjectManager integration
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What Unblockd reads
Unblockd reads your ProjectManager projects and the tasks in the ones you link to an Unblockd project. You choose which tasks to bring in; each becomes a task under a deliverable, with a link back to ProjectManager as its first proof. From then on its status follows ProjectManager.
It’s read-only. Unblockd never creates, edits, or deletes tasks in ProjectManager.
A task that’s blocked in ProjectManager opens a blocker your team sees first. Nothing reaches your sponsor until someone on your team chooses to share it.
The key is encrypted before it’s stored. How Unblockd handles your data.
Before you start
- In Unblockd, a workspace admin connects ProjectManager, 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 ProjectManager: A ProjectManager admin: only admins can create API keys.
Connect ProjectManager
- Open Connected toolsSign in to Unblockd and open Settings, then Connected tools.
- Press Connect beside ProjectManagerFind ProjectManager 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.
- Paste the details from ProjectManagerAPI key: In ProjectManager, click your name, then Integrations, API Keys, and Create API Key. Only admins can create one. The form’s Where to find it link opens ProjectManager’s own guide.
- Press Connect ProjectManagerUnblockd checks the details with ProjectManager before saving anything (the button reads “Checking with ProjectManager”). If ProjectManager refuses them, the field says so and nothing is stored.
Link it to a project
- Open the project’s Sources tabOpen the project from Projects, then its Sources tab.
- Press Link a sourceIt’s under the list of linked sources. If more than one tool is connected, choose ProjectManager under Tool.
- Pick the ProjectManager projectUnder ProjectManager project, pick the one this Unblockd project runs on. Only projects the connection can see are listed, and ones already linked here are left out.
- 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.
- Press LinkThe ProjectManager project 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 ProjectManager and the project, and leave “Bring in open items as tasks” on to start with its open tasks. It’s linked as the project is created.
Bring in items
- Press Bring in itemsOn the project’s Sources tab, press Bring in items on the ProjectManager project’s row. Unblockd lists the open tasks that aren’t in this project yet.
- Choose the deliverableUnder Add them under, choose the deliverable they belong to. Each item comes in as a task under it.
- Choose the tasksTick the 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 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
Each task becomes the first status that matches:
- A status marked as done
- Becomes: Done
- A status named Blocked, On hold, or Waiting
- Becomes: Blocked
- A status with In progress, Doing, Underway, or Working in its name, or any progress above 0%
- Becomes: In progress
- Anything else
- Becomes: To do
| In ProjectManager | Becomes |
|---|---|
| A status marked as done | Done |
| A status named Blocked, On hold, or Waiting | Blocked |
| A status with In progress, Doing, Underway, or Working in its name, or any progress above 0% | In progress |
| Anything else | To do |
Unblockd checks ProjectManager 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 ProjectManager finishes the task in Unblockd, because the link back to ProjectManager already counts as proof. A task that needs a sign-off stays where it is until the sign-off is recorded.
- Blocked in ProjectManager marks the task Blocked and opens a blocker for your team only, and posts to your team’s chat channels if you’ve connected any. Someone on your team confirms it and can turn it into an ask for your sponsor. If the task moves on in ProjectManager, the task follows; the blocker stays open until your team resolves it.
- A title changed in ProjectManager 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
- Press DisconnectIn Settings, then Connected tools, press Disconnect on ProjectManager’s row.
- ConfirmIf it’s linked to projects, Unblockd first says how many projects it will unlink. Press Disconnect ProjectManager to confirm, or Keep.
- Deleted: the connection, its stored key, and every ProjectManager project 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 ProjectManager. Connect again and relink the same ProjectManager project, 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 ProjectManager without disconnecting it for everyone, open the linked ProjectManager project’s ⋯ menu on the Sources tab and choose Unlink. Its tasks stay, but stop following ProjectManager.
Troubleshooting
- Needs reconnecting
- What to do: ProjectManager 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 projects and their tasks carry on.
- Retrying
- What to do: The row says “Couldn’t reach it on the last try. It will try again.” ProjectManager 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 ProjectManager’s limits. If ProjectManager 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 project is missing
- What to do: Only projects the connected account can see are listed. Check its access in ProjectManager.
- 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.
| What you see | What to do |
|---|---|
| Needs reconnecting | ProjectManager 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 projects and their tasks carry on. |
| Retrying | The row says “Couldn’t reach it on the last try. It will try again.” ProjectManager didn’t answer the last time Unblockd tried. Nothing is lost; the next sync picks up where it stopped. |
| Rate limits | Unblockd reads one item about every 0.65 seconds, up to 200 per check, to stay inside ProjectManager’s limits. If ProjectManager 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 project is missing | Only projects the connected account can see are listed. Check its access in ProjectManager. |
| Only an admin can connect | “Only a workspace admin can connect or disconnect tools.” Ask an admin, or have one change your role in Settings, then Members. |
| Coming soon | A tool that shows Coming soon instead of Connect can’t be connected yet. |
Still stuck? Press Report a problem on ProjectManager’s row in Connected tools, or choose Report a problem with ProjectManager from a linked project’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 ProjectManager now
Open Connected tools in Unblockd and press Connect beside ProjectManager. You’ll need to be a workspace admin.