Chart editor guide

Chart editor guide

Chart editor guide

You can create custom charts from Asana using the chart editor. You can select items to track based on sections, custom fields, date columns, or the time tracking field.

See also these related guides
Creating charts using Asana custom fields
Asana units, metrics, and properties
Screenful Knowledge base

In this guide, we'll guide you through the steps of creating custom charts using one or more Asana projects as data sources.

You can create custom charts from Asana using the chart editor. You can select items to track based on sections, custom fields, date columns, or the time tracking field.

See also these related guides
Creating charts using Asana custom fields
Asana units, metrics, and properties
Screenful Knowledge base

In this guide, we'll guide you through the steps of creating custom charts using one or more Asana projects as data sources.

You can create custom charts from Asana using the chart editor. You can select items to track based on sections, custom fields, date columns, or the time tracking field.

See also these related guides
Creating charts using Asana custom fields
Asana units, metrics, and properties
Screenful Knowledge base

In this guide, we'll guide you through the steps of creating custom charts using one or more Asana projects as data sources.

Select the chart type

You can select the chart type from the Chart type menu:

You can learn more about the available charts on the Charts Tour.

Select the chart type

You can select the chart type from the Chart type menu:

You can learn more about the available charts on the Charts Tour.

Select the data sources (Asana projects)

In the Data sources menu, you can select one or more Asana projects to be used as data sources in the chart:

Select data sources

You can select multiple items from this menu by first picking one, then picking another one, and so on. The list contains the projects that you have imported to Screenful.

You can import more projects by selecting Data sources from the main menu:

Import data sources


Select the data sources (Asana projects)

In the Data sources menu, you can select one or more Asana projects to be used as data sources in the chart:

Select data sources

You can select multiple items from this menu by first picking one, then picking another one, and so on. The list contains the projects that you have imported to Screenful.

You can import more projects by selecting Data sources from the main menu:

Import data sources


Select the unit for the chart

You can select the unit for the chart from the Unit menu. The default selection is Tasks, which shows the counts as the number of tasks:

Select unit for chart

You can change the unit to something else depending on what fields your projects contain:

Unit types dropdown

The selected unit is reflected in the chart as follows:

  • Tasks -> Chart shows the count of tasks (e.g. completed tasks within a date range).

  • Time in state -> Chart shows timing data e.g. time in progress, lead time, cycle time.

  • Estimated time -> Time estimated to complete the task

  • Actual time -> When selected, the chart reflects the time logged to the tasks.

  • Custom fields -> These are your custom number fields and formula fields.

Select the unit for the chart

You can select the unit for the chart from the Unit menu. The default selection is Tasks, which shows the counts as the number of tasks:

Select unit for chart

You can change the unit to something else depending on what fields your projects contain:

Unit types dropdown

The selected unit is reflected in the chart as follows:

  • Tasks -> Chart shows the count of tasks (e.g. completed tasks within a date range).

  • Time in state -> Chart shows timing data e.g. time in progress, lead time, cycle time.

  • Estimated time -> Time estimated to complete the task

  • Actual time -> When selected, the chart reflects the time logged to the tasks.

  • Custom fields -> These are your custom number fields and formula fields.

Select the metric for the chart

Once you have selected the unit for the chart, the next step is to choose the metric:

Select unit metric

Pay attention to this step, as picking the wrong metric can produce undesired results. Some of these metrics require a date range, while others don't. The first three metrics show the current state, and therefore, there is no date range involved:

Current state metrics

When you select a metric that requires a date range, the date range menu appears automatically:

Date range metrics

The selected metric is reflected in the chart as below:

  • Total -> The total amount of the selected unit in the selected data sources

  • Not started & In progress -> The amount of selected unit not completed, according to the workflow settings

  • In progress -> The amount of selected unit in progress, according to the workflow settings

  • Created (within date range) -> How much of the selected unit was created within the date range

  • Completed (within date range) -> How much of the selected unit was completed within the date range

At the bottom of the menu, you have your Date fields:

Custom date fields

When you select a Date field as the metric, the date range menu appears. The selected date range will be applied to the selected Date field. You can learn more about creating charts using date field.

Select the metric for the chart

Once you have selected the unit for the chart, the next step is to choose the metric:

Select unit metric

Pay attention to this step, as picking the wrong metric can produce undesired results. Some of these metrics require a date range, while others don't. The first three metrics show the current state, and therefore, there is no date range involved:

Current state metrics

When you select a metric that requires a date range, the date range menu appears automatically:

Date range metrics

The selected metric is reflected in the chart as below:

  • Total -> The total amount of the selected unit in the selected data sources

  • Not started & In progress -> The amount of selected unit not completed, according to the workflow settings

  • In progress -> The amount of selected unit in progress, according to the workflow settings

  • Created (within date range) -> How much of the selected unit was created within the date range

  • Completed (within date range) -> How much of the selected unit was completed within the date range

At the bottom of the menu, you have your Date fields:

Custom date fields

When you select a Date field as the metric, the date range menu appears. The selected date range will be applied to the selected Date field. You can learn more about creating charts using date field.

Select grouping

If the selected chart type supports grouping, the Group by menu allows the selection of the grouping criteria. Topmost in the list are the standard fields, available for all Monday data sources:

Grouping options

In the mid-section, you'll have the time-based grouping options: day, week, month, and quarter:

Time-based grouping

At the bottom of the menu, you'll find your custom fields:

Custom fields

These include all your Single-select or Multi-select fields.

If you want to group & filter by Text fields, you can adjust the default field mapping.

Select grouping

If the selected chart type supports grouping, the Group by menu allows the selection of the grouping criteria. Topmost in the list are the standard fields, available for all Monday data sources:

Grouping options

In the mid-section, you'll have the time-based grouping options: day, week, month, and quarter:

Time-based grouping

At the bottom of the menu, you'll find your custom fields:

Custom fields

These include all your Single-select or Multi-select fields.

If you want to group & filter by Text fields, you can adjust the default field mapping.

FAQ

Common questions

What metrics can I track with Screenful?

Screenful provides configurable charts and reports for Asana data, and tools to share that information with all stakeholders. Learn more about the supported metrics.

Screenful provides configurable charts and reports for Asana data, and tools to share that information with all stakeholders. Learn more about the supported metrics.

What is a data source in the case of Asana?

One data source is one Asana project. The pricing is based on the number of Asana projects you explicitly import to Screenful, not the total number of projects in Asana. You can compare plans on the pricing page.

You can import data sources from all the tools we support in the same Screenful account. Learn more about managing data sources.

One data source is one Asana project. The pricing is based on the number of Asana projects you explicitly import to Screenful, not the total number of projects in Asana. You can compare plans on the pricing page.

You can import data sources from all the tools we support in the same Screenful account. Learn more about managing data sources.

How are the lead and cycle times calculated in Asana?

The timings are based on your workflow settings. You can learn more from the Lead Time FAQ.

The timings are based on your workflow settings. You can learn more from the Lead Time FAQ.

Do you support Asana formula field?

Yes, you can use the formula field as a unit in the charts. All formula fields are automatically imported. However, to make them available as a unit, you must ensure that the field is mapped to a unit in the custom fields mapping. Once it is mapped, it will be available in the unit menus. You can learn more from this guide.

Yes, you can use the formula field as a unit in the charts. All formula fields are automatically imported. However, to make them available as a unit, you must ensure that the field is mapped to a unit in the custom fields mapping. Once it is mapped, it will be available in the unit menus. You can learn more from this guide.

Can I create charts based on my due dates in Asana?

Yes, you can filter charts based on due dates or by status such as overdue. You can also track the work planned for the future using the Planned work chart. Learn more about setting up the chart for Asana.

Yes, you can filter charts based on due dates or by status such as overdue. You can also track the work planned for the future using the Planned work chart. Learn more about setting up the chart for Asana.

Do you support work estimates in your burndown chart?

Yes. You can use a custom field for entering an estimate to a task. Learn more about how to set estimates for your tasks in Asana.

Yes. You can use a custom field for entering an estimate to a task. Learn more about how to set estimates for your tasks in Asana.

What if I archive a task?

Archived tasks are treated differently depending on whether they are completed or not. Completed tasks are still considered completed even if they are archived. Tasks that are archived before they were completed are considered removed.

Archived tasks are treated differently depending on whether they are completed or not. Completed tasks are still considered completed even if they are archived. Tasks that are archived before they were completed are considered removed.

How do I manage the subscription?

You can manage the subscription in the billing settings. The location of the billing settings depends on the product you are subscribed to. You can learn more by following the instructions in this guide.

You can manage the subscription in the billing settings. The location of the billing settings depends on the product you are subscribed to. You can learn more by following the instructions in this guide.

Will Screenful make changes to my data, or is my data affected in any way?

We do not make changes to your data. We only read it via the API of your tool. Screenful is only for reporting and analytics. It does not update any data within your tools.

We do not make changes to your data. We only read it via the API of your tool. Screenful is only for reporting and analytics. It does not update any data within your tools.

What does Reaction time, Lead time, Cycle time mean?

What is the difference between these metrics?
Reaction time = time before the work was started
Cycle time = time from start to completion
Lead time = Reaction time + Cycle time
Timing metrics explained: Lead time vs Cycle time

How is the reaction time calculated?
Reaction time starts running when a task is moved into a state that is mapped to the "Not started" in the workflow mapping. The reaction time stops when the task is moved out from that state. If the task is never placed into a state that is mapped to the “Not started” workflow state, then the reaction time is zero.

What if tasks skip lists/columns, or there is no sequential workflow?
The timing information is based on how long items stay in the workflow states that are mapped to "In progress" in the workflow mapping. There is no need for sequential progress, and it is totally fine if tasks skip some of the workflow steps.

What if a task is moved from the “not started” state directly to “done” without going through any of the “in progress” states?
In that case, the cycle time will be zero.

How does the cycle time work if a task is moved into "in progress" and then back to "not started yet"? Similarly, what happens if a card is archived while it's in progress?
Cycle time is calculated only for completed tasks, so in both of those cases, cycle time would be undefined.

If a task is moved from "in progress" to "done", but then back to "in progress" again for additional work would this time be added to the cycle time?
Cycle time is counted only when the task is in progress, so the time spent in the "done" state is not included in the calculation. 

When is a task created? Does the clock start when a task is created or when it is put in the "next" state (or equivalent)?
The clock starts when a task is moved to a workflow state that is mapped to the "not started" or "in progress" workflow state.

Are weekends included in the cycle time calculations?
Weekends are included in the calculations by default, but you can change that in the chart settings by selecting 'Exclude non-business hours. See How to set weekend days and office hours 


What is the difference between these metrics?
Reaction time = time before the work was started
Cycle time = time from start to completion
Lead time = Reaction time + Cycle time
Timing metrics explained: Lead time vs Cycle time

How is the reaction time calculated?
Reaction time starts running when a task is moved into a state that is mapped to the "Not started" in the workflow mapping. The reaction time stops when the task is moved out from that state. If the task is never placed into a state that is mapped to the “Not started” workflow state, then the reaction time is zero.

What if tasks skip lists/columns, or there is no sequential workflow?
The timing information is based on how long items stay in the workflow states that are mapped to "In progress" in the workflow mapping. There is no need for sequential progress, and it is totally fine if tasks skip some of the workflow steps.

What if a task is moved from the “not started” state directly to “done” without going through any of the “in progress” states?
In that case, the cycle time will be zero.

How does the cycle time work if a task is moved into "in progress" and then back to "not started yet"? Similarly, what happens if a card is archived while it's in progress?
Cycle time is calculated only for completed tasks, so in both of those cases, cycle time would be undefined.

If a task is moved from "in progress" to "done", but then back to "in progress" again for additional work would this time be added to the cycle time?
Cycle time is counted only when the task is in progress, so the time spent in the "done" state is not included in the calculation. 

When is a task created? Does the clock start when a task is created or when it is put in the "next" state (or equivalent)?
The clock starts when a task is moved to a workflow state that is mapped to the "not started" or "in progress" workflow state.

Are weekends included in the cycle time calculations?
Weekends are included in the calculations by default, but you can change that in the chart settings by selecting 'Exclude non-business hours. See How to set weekend days and office hours 


Are weekends included in the cycle time calculation?

By default yes, but you can specify your working hours and days in the Account Settings.

By default yes, but you can specify your working hours and days in the Account Settings.

Is there a way to remove outliers from the data?

Yes, there are a few different ways you can filter out outliers from the charts, including

  • Filtering by item name

  • Filtering by how long an item has been in progress

  • Setting a label and filtering out based on that label

You can learn more from this guide: How to remove outliers from data?

Yes, there are a few different ways you can filter out outliers from the charts, including

  • Filtering by item name

  • Filtering by how long an item has been in progress

  • Setting a label and filtering out based on that label

You can learn more from this guide: How to remove outliers from data?

Does this support my specific workflow or do I have to use some specific states like "open", "in progress" and "done"?

You are not limited to any specific set of states or a workflow. You can configure your own workflow, if such exists, and you can use that in your reporting. It's also ok if you don't have any workflow in your boards, as can create reports based on any other criteria by setting a filter.

You are not limited to any specific set of states or a workflow. You can configure your own workflow, if such exists, and you can use that in your reporting. It's also ok if you don't have any workflow in your boards, as can create reports based on any other criteria by setting a filter.

How often is data updated?

All data sources are synced automatically once per hour. Changing settings or configuration will trigger additional sync so your data is at most one hour old. You can sync data manually at any time in the sync settings.

All data sources are synced automatically once per hour. Changing settings or configuration will trigger additional sync so your data is at most one hour old. You can sync data manually at any time in the sync settings.

Can I embed these charts into my intranet?

You can embed any custom chart or report to any web page using the embed code. Learn more about the sharing feature from the online guide

You can embed any custom chart or report to any web page using the embed code. Learn more about the sharing feature from the online guide

I can’t find an answer to my question

The Getting Started Guide contains Instructions for setting up Screenful.

See also our Accounts & Pricing FAQ.

Check out our how-to and video tutorials, or get in touch by emailing support@screenful.com

The Getting Started Guide contains Instructions for setting up Screenful.

See also our Accounts & Pricing FAQ.

Check out our how-to and video tutorials, or get in touch by emailing support@screenful.com

FAQ

Common questions

What metrics can I track with Screenful?

Screenful provides configurable charts and reports for Asana data, and tools to share that information with all stakeholders. Learn more about the supported metrics.

Screenful provides configurable charts and reports for Asana data, and tools to share that information with all stakeholders. Learn more about the supported metrics.

What is a data source in the case of Asana?

One data source is one Asana project. The pricing is based on the number of Asana projects you explicitly import to Screenful, not the total number of projects in Asana. You can compare plans on the pricing page.

You can import data sources from all the tools we support in the same Screenful account. Learn more about managing data sources.

One data source is one Asana project. The pricing is based on the number of Asana projects you explicitly import to Screenful, not the total number of projects in Asana. You can compare plans on the pricing page.

You can import data sources from all the tools we support in the same Screenful account. Learn more about managing data sources.

How are the lead and cycle times calculated in Asana?

The timings are based on your workflow settings. You can learn more from the Lead Time FAQ.

The timings are based on your workflow settings. You can learn more from the Lead Time FAQ.

Do you support Asana formula field?

Yes, you can use the formula field as a unit in the charts. All formula fields are automatically imported. However, to make them available as a unit, you must ensure that the field is mapped to a unit in the custom fields mapping. Once it is mapped, it will be available in the unit menus. You can learn more from this guide.

Yes, you can use the formula field as a unit in the charts. All formula fields are automatically imported. However, to make them available as a unit, you must ensure that the field is mapped to a unit in the custom fields mapping. Once it is mapped, it will be available in the unit menus. You can learn more from this guide.

Can I create charts based on my due dates in Asana?

Yes, you can filter charts based on due dates or by status such as overdue. You can also track the work planned for the future using the Planned work chart. Learn more about setting up the chart for Asana.

Yes, you can filter charts based on due dates or by status such as overdue. You can also track the work planned for the future using the Planned work chart. Learn more about setting up the chart for Asana.

Do you support work estimates in your burndown chart?

Yes. You can use a custom field for entering an estimate to a task. Learn more about how to set estimates for your tasks in Asana.

Yes. You can use a custom field for entering an estimate to a task. Learn more about how to set estimates for your tasks in Asana.

What if I archive a task?

Archived tasks are treated differently depending on whether they are completed or not. Completed tasks are still considered completed even if they are archived. Tasks that are archived before they were completed are considered removed.

Archived tasks are treated differently depending on whether they are completed or not. Completed tasks are still considered completed even if they are archived. Tasks that are archived before they were completed are considered removed.

How do I manage the subscription?

You can manage the subscription in the billing settings. The location of the billing settings depends on the product you are subscribed to. You can learn more by following the instructions in this guide.

You can manage the subscription in the billing settings. The location of the billing settings depends on the product you are subscribed to. You can learn more by following the instructions in this guide.

Will Screenful make changes to my data, or is my data affected in any way?

We do not make changes to your data. We only read it via the API of your tool. Screenful is only for reporting and analytics. It does not update any data within your tools.

We do not make changes to your data. We only read it via the API of your tool. Screenful is only for reporting and analytics. It does not update any data within your tools.

What does Reaction time, Lead time, Cycle time mean?

What is the difference between these metrics?
Reaction time = time before the work was started
Cycle time = time from start to completion
Lead time = Reaction time + Cycle time
Timing metrics explained: Lead time vs Cycle time

How is the reaction time calculated?
Reaction time starts running when a task is moved into a state that is mapped to the "Not started" in the workflow mapping. The reaction time stops when the task is moved out from that state. If the task is never placed into a state that is mapped to the “Not started” workflow state, then the reaction time is zero.

What if tasks skip lists/columns, or there is no sequential workflow?
The timing information is based on how long items stay in the workflow states that are mapped to "In progress" in the workflow mapping. There is no need for sequential progress, and it is totally fine if tasks skip some of the workflow steps.

What if a task is moved from the “not started” state directly to “done” without going through any of the “in progress” states?
In that case, the cycle time will be zero.

How does the cycle time work if a task is moved into "in progress" and then back to "not started yet"? Similarly, what happens if a card is archived while it's in progress?
Cycle time is calculated only for completed tasks, so in both of those cases, cycle time would be undefined.

If a task is moved from "in progress" to "done", but then back to "in progress" again for additional work would this time be added to the cycle time?
Cycle time is counted only when the task is in progress, so the time spent in the "done" state is not included in the calculation. 

When is a task created? Does the clock start when a task is created or when it is put in the "next" state (or equivalent)?
The clock starts when a task is moved to a workflow state that is mapped to the "not started" or "in progress" workflow state.

Are weekends included in the cycle time calculations?
Weekends are included in the calculations by default, but you can change that in the chart settings by selecting 'Exclude non-business hours. See How to set weekend days and office hours 


What is the difference between these metrics?
Reaction time = time before the work was started
Cycle time = time from start to completion
Lead time = Reaction time + Cycle time
Timing metrics explained: Lead time vs Cycle time

How is the reaction time calculated?
Reaction time starts running when a task is moved into a state that is mapped to the "Not started" in the workflow mapping. The reaction time stops when the task is moved out from that state. If the task is never placed into a state that is mapped to the “Not started” workflow state, then the reaction time is zero.

What if tasks skip lists/columns, or there is no sequential workflow?
The timing information is based on how long items stay in the workflow states that are mapped to "In progress" in the workflow mapping. There is no need for sequential progress, and it is totally fine if tasks skip some of the workflow steps.

What if a task is moved from the “not started” state directly to “done” without going through any of the “in progress” states?
In that case, the cycle time will be zero.

How does the cycle time work if a task is moved into "in progress" and then back to "not started yet"? Similarly, what happens if a card is archived while it's in progress?
Cycle time is calculated only for completed tasks, so in both of those cases, cycle time would be undefined.

If a task is moved from "in progress" to "done", but then back to "in progress" again for additional work would this time be added to the cycle time?
Cycle time is counted only when the task is in progress, so the time spent in the "done" state is not included in the calculation. 

When is a task created? Does the clock start when a task is created or when it is put in the "next" state (or equivalent)?
The clock starts when a task is moved to a workflow state that is mapped to the "not started" or "in progress" workflow state.

Are weekends included in the cycle time calculations?
Weekends are included in the calculations by default, but you can change that in the chart settings by selecting 'Exclude non-business hours. See How to set weekend days and office hours 


Are weekends included in the cycle time calculation?

By default yes, but you can specify your working hours and days in the Account Settings.

By default yes, but you can specify your working hours and days in the Account Settings.

Is there a way to remove outliers from the data?

Yes, there are a few different ways you can filter out outliers from the charts, including

  • Filtering by item name

  • Filtering by how long an item has been in progress

  • Setting a label and filtering out based on that label

You can learn more from this guide: How to remove outliers from data?

Yes, there are a few different ways you can filter out outliers from the charts, including

  • Filtering by item name

  • Filtering by how long an item has been in progress

  • Setting a label and filtering out based on that label

You can learn more from this guide: How to remove outliers from data?

Does this support my specific workflow or do I have to use some specific states like "open", "in progress" and "done"?

You are not limited to any specific set of states or a workflow. You can configure your own workflow, if such exists, and you can use that in your reporting. It's also ok if you don't have any workflow in your boards, as can create reports based on any other criteria by setting a filter.

You are not limited to any specific set of states or a workflow. You can configure your own workflow, if such exists, and you can use that in your reporting. It's also ok if you don't have any workflow in your boards, as can create reports based on any other criteria by setting a filter.

How often is data updated?

All data sources are synced automatically once per hour. Changing settings or configuration will trigger additional sync so your data is at most one hour old. You can sync data manually at any time in the sync settings.

All data sources are synced automatically once per hour. Changing settings or configuration will trigger additional sync so your data is at most one hour old. You can sync data manually at any time in the sync settings.

Can I embed these charts into my intranet?

You can embed any custom chart or report to any web page using the embed code. Learn more about the sharing feature from the online guide

You can embed any custom chart or report to any web page using the embed code. Learn more about the sharing feature from the online guide

I can’t find an answer to my question

The Getting Started Guide contains Instructions for setting up Screenful.

See also our Accounts & Pricing FAQ.

Check out our how-to and video tutorials, or get in touch by emailing support@screenful.com

The Getting Started Guide contains Instructions for setting up Screenful.

See also our Accounts & Pricing FAQ.

Check out our how-to and video tutorials, or get in touch by emailing support@screenful.com

Troubleshooting

My charts are missing data

Below are some typical reasons for charts not displaying the data you expect:

  • Your data hasn't loaded yet. When the data sync process is in progress, a spinner icon is displayed at the top right of the UI. When you hover the mouse over the icon, you can see the progress.

  • The chart shows data based on a different field than what you think. Learn more about selecting items for a chart.

  • Your workflow mapping is not done correctly. You can learn more about workflow mapping from this guide. Notice that the cards that are in lists mapped to Excluded won't be imported to Screenful.

  • Your board is not connected. If a data source is not connected, you'll see a red notification on the top right of the UI. Click the notification icon to re-authorize the data source.


Below are some typical reasons for charts not displaying the data you expect:

  • Your data hasn't loaded yet. When the data sync process is in progress, a spinner icon is displayed at the top right of the UI. When you hover the mouse over the icon, you can see the progress.

  • The chart shows data based on a different field than what you think. Learn more about selecting items for a chart.

  • Your workflow mapping is not done correctly. You can learn more about workflow mapping from this guide. Notice that the cards that are in lists mapped to Excluded won't be imported to Screenful.

  • Your board is not connected. If a data source is not connected, you'll see a red notification on the top right of the UI. Click the notification icon to re-authorize the data source.


I have created an automation to move completed tasks from one Asana board to another. Will that mess up my stats?

If a task is moved from Project A to Project B, you will lose the task history from Project A since the Asana API won't return it anymore. Instead of moving to another project, you can create a dedicated "Archived" section at the bottom of your project (that is folded by default), and set up an automation to move completed tasks to that section instead of another project. That way, you won't lose any history.

If a task is moved from Project A to Project B, you will lose the task history from Project A since the Asana API won't return it anymore. Instead of moving to another project, you can create a dedicated "Archived" section at the bottom of your project (that is folded by default), and set up an automation to move completed tasks to that section instead of another project. That way, you won't lose any history.

Why can’t I see all the projects in my Asana account?

When you are importing projects, you are shown all the projects of the teams in which you are a member. In order to see more projects, add yourself to the respective teams.

When you are importing projects, you are shown all the projects of the teams in which you are a member. In order to see more projects, add yourself to the respective teams.

Why don't I see all my portfolios?

You may not see all the portfolios due to a restriction in the Asana API. Portfolios are shown only if the user who did the authorization is the owner of the portfolios.

You may not see all the portfolios due to a restriction in the Asana API. Portfolios are shown only if the user who did the authorization is the owner of the portfolios.

I can't enable the Slack integration

While both the public and private channels are shown in the menu, you won’t receive the report to a private channel without explicitly adding the Screenful app to that channel. Learn how to enable sending to a private Slack channel.

There can also be restrictions on who can install apps to your Slack. Learn how to manage app approval in your Slack workspace.

Some browser plugins may interfere with the authorization process. If you see an empty page during the authorization or the list of channels is empty, you should try with another browser (or ask your colleague to do the Slack authorization).

While both the public and private channels are shown in the menu, you won’t receive the report to a private channel without explicitly adding the Screenful app to that channel. Learn how to enable sending to a private Slack channel.

There can also be restrictions on who can install apps to your Slack. Learn how to manage app approval in your Slack workspace.

Some browser plugins may interfere with the authorization process. If you see an empty page during the authorization or the list of channels is empty, you should try with another browser (or ask your colleague to do the Slack authorization).

Some filtering options are missing

Filter options are derived from task data, which means that if you recently added some properties, such as labels, but haven't yet assigned them to any tasks, they won't show up in the filter options. As soon as you assign them to tasks, they will show up in the filter options from then on.

Filter options are derived from task data, which means that if you recently added some properties, such as labels, but haven't yet assigned them to any tasks, they won't show up in the filter options. As soon as you assign them to tasks, they will show up in the filter options from then on.

I'm not receiving the user invitation email

If you or your colleague didn't receive the user invitation email, you can go to the user settings and click the Copy invitation link button to copy the link to the clipboard. After that, you can share the link via any channel (email, Slack, Teams, etc). You can learn more from the user invitation guide.

If you or your colleague didn't receive the user invitation email, you can go to the user settings and click the Copy invitation link button to copy the link to the clipboard. After that, you can share the link via any channel (email, Slack, Teams, etc). You can learn more from the user invitation guide.

Troubleshooting

My charts are missing data

Below are some typical reasons for charts not displaying the data you expect:

  • Your data hasn't loaded yet. When the data sync process is in progress, a spinner icon is displayed at the top right of the UI. When you hover the mouse over the icon, you can see the progress.

  • The chart shows data based on a different field than what you think. Learn more about selecting items for a chart.

  • Your workflow mapping is not done correctly. You can learn more about workflow mapping from this guide. Notice that the cards that are in lists mapped to Excluded won't be imported to Screenful.

  • Your board is not connected. If a data source is not connected, you'll see a red notification on the top right of the UI. Click the notification icon to re-authorize the data source.


Below are some typical reasons for charts not displaying the data you expect:

  • Your data hasn't loaded yet. When the data sync process is in progress, a spinner icon is displayed at the top right of the UI. When you hover the mouse over the icon, you can see the progress.

  • The chart shows data based on a different field than what you think. Learn more about selecting items for a chart.

  • Your workflow mapping is not done correctly. You can learn more about workflow mapping from this guide. Notice that the cards that are in lists mapped to Excluded won't be imported to Screenful.

  • Your board is not connected. If a data source is not connected, you'll see a red notification on the top right of the UI. Click the notification icon to re-authorize the data source.


I have created an automation to move completed tasks from one Asana board to another. Will that mess up my stats?

If a task is moved from Project A to Project B, you will lose the task history from Project A since the Asana API won't return it anymore. Instead of moving to another project, you can create a dedicated "Archived" section at the bottom of your project (that is folded by default), and set up an automation to move completed tasks to that section instead of another project. That way, you won't lose any history.

If a task is moved from Project A to Project B, you will lose the task history from Project A since the Asana API won't return it anymore. Instead of moving to another project, you can create a dedicated "Archived" section at the bottom of your project (that is folded by default), and set up an automation to move completed tasks to that section instead of another project. That way, you won't lose any history.

Why can’t I see all the projects in my Asana account?

When you are importing projects, you are shown all the projects of the teams in which you are a member. In order to see more projects, add yourself to the respective teams.

When you are importing projects, you are shown all the projects of the teams in which you are a member. In order to see more projects, add yourself to the respective teams.

Why don't I see all my portfolios?

You may not see all the portfolios due to a restriction in the Asana API. Portfolios are shown only if the user who did the authorization is the owner of the portfolios.

You may not see all the portfolios due to a restriction in the Asana API. Portfolios are shown only if the user who did the authorization is the owner of the portfolios.

I can't enable the Slack integration

While both the public and private channels are shown in the menu, you won’t receive the report to a private channel without explicitly adding the Screenful app to that channel. Learn how to enable sending to a private Slack channel.

There can also be restrictions on who can install apps to your Slack. Learn how to manage app approval in your Slack workspace.

Some browser plugins may interfere with the authorization process. If you see an empty page during the authorization or the list of channels is empty, you should try with another browser (or ask your colleague to do the Slack authorization).

While both the public and private channels are shown in the menu, you won’t receive the report to a private channel without explicitly adding the Screenful app to that channel. Learn how to enable sending to a private Slack channel.

There can also be restrictions on who can install apps to your Slack. Learn how to manage app approval in your Slack workspace.

Some browser plugins may interfere with the authorization process. If you see an empty page during the authorization or the list of channels is empty, you should try with another browser (or ask your colleague to do the Slack authorization).

Some filtering options are missing

Filter options are derived from task data, which means that if you recently added some properties, such as labels, but haven't yet assigned them to any tasks, they won't show up in the filter options. As soon as you assign them to tasks, they will show up in the filter options from then on.

Filter options are derived from task data, which means that if you recently added some properties, such as labels, but haven't yet assigned them to any tasks, they won't show up in the filter options. As soon as you assign them to tasks, they will show up in the filter options from then on.

I'm not receiving the user invitation email

If you or your colleague didn't receive the user invitation email, you can go to the user settings and click the Copy invitation link button to copy the link to the clipboard. After that, you can share the link via any channel (email, Slack, Teams, etc). You can learn more from the user invitation guide.

If you or your colleague didn't receive the user invitation email, you can go to the user settings and click the Copy invitation link button to copy the link to the clipboard. After that, you can share the link via any channel (email, Slack, Teams, etc). You can learn more from the user invitation guide.