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Help topics · ProofHub

Connect ProofHub to Unblockd

Link a ProofHub project to an Unblockd project and its tasks come in as tasks, with their status kept in step.

Updated · About the ProofHub integration

What Unblockd reads

Unblockd reads your ProofHub 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 ProofHub as its first proof. From then on its status follows ProofHub.

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

A task that’s blocked in ProofHub 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 ProofHub, 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 ProofHub: A ProofHub user who can see the projects you want to link. The API key reads what that user can see.

Connect ProofHub

  1. Open Connected toolsSign in to Unblockd and open Settings, then Connected tools.
  2. Press Connect beside ProofHubFind ProofHub 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 ProofHubCompany address: The first part of your ProofHub address, like acme in acme.proofhub.com. API key: In ProofHub, open Manage profile and click your profile picture five times to show your API key. The form’s Where to find it link opens ProofHub’s own guide.
  4. Press Connect ProofHubUnblockd checks the details with ProofHub before saving anything (the button reads “Checking with ProofHub”). If ProofHub 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 ProofHub under Tool.
  3. Pick the ProofHub projectUnder ProofHub 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.
  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 ProofHub 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 ProofHub 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

  1. Press Bring in itemsOn the project’s Sources tab, press Bring in items on the ProofHub project’s row. Unblockd lists the open 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 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:

Completed
Becomes: Done
A workflow stage named Blocked, On hold, or Waiting
Becomes: Blocked
A stage with In progress, Doing, Underway, or Working in its name
Becomes: In progress
Anything else
Becomes: To do

Unblockd checks ProofHub 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 ProofHub finishes the task in Unblockd, because the link back to ProofHub already counts as proof. A task that needs a sign-off stays where it is until the sign-off is recorded.
  • Blocked in ProofHub 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 ProofHub, the task follows; the blocker stays open until your team resolves it.
  • A title changed in ProofHub 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 ProofHub’s row.
  2. ConfirmIf it’s linked to projects, Unblockd first says how many projects it will unlink. Press Disconnect ProofHub to confirm, or Keep.
  • Deleted: the connection, its stored key, and every ProofHub 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 ProofHub. Connect again and relink the same ProofHub 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 ProofHub without disconnecting it for everyone, open the linked ProofHub project’s ⋯ menu on the Sources tab and choose Unlink. Its tasks stay, but stop following ProofHub.

Troubleshooting

Needs reconnecting
What to do: ProofHub 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.” ProofHub 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 ProofHub’s limits. If ProofHub 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 ProofHub.
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 ProofHub’s row in Connected tools, or choose Report a problem with ProofHub 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 ProofHub now

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