Creating a custom chart

Creating a custom chart

Creating a custom chart

The custom charts feature allows you to create charts from one or more data sources. You can choose from 15 chart types and configure them to suit your needs.

This guide shows you three different ways to create custom charts in Screenful using data from Jira, Trello, Linear, GitHub, GitLab, monday.com, and Asana..

The custom charts feature allows you to create charts from one or more data sources. You can choose from 15 chart types and configure them to suit your needs.

This guide shows you three different ways to create custom charts in Screenful using data from Jira, Trello, Linear, GitHub, GitLab, monday.com, and Asana..

The custom charts feature allows you to create charts from one or more data sources. You can choose from 15 chart types and configure them to suit your needs.

This guide shows you three different ways to create custom charts in Screenful using data from Jira, Trello, Linear, GitHub, GitLab, monday.com, and Asana..

Create a chart from a template

To create a custom chart from a template, go to the Charts tab and click Add new chart in the top right corner.

A modal is opened with a set of chart templates. You can either create a new chart from scratch or pick one of the predefined charts.

Clicking a chart template opens a preview with real data. You can select the data sources from the Data sources menu above the chart. You can pick one or more data sources for your chart and see the results immediately.

The template comes with predefined settings. If you're happy with the chart, you can click Create chart to save it under the Charts tab.

To adjust the settings, click Configure to open the chart for editing.

The chart editor opens, revealing the chart settings. If the chart is anywhere close to what you’re looking for, you should be able to make it perfect with just a few adjustments.

You can adjust the name, unit, metrics, date range, and set filters.

When you click Create chart, the chart is created and you can find it under the Charts tab under the main navigation.

From there, you can assign it to a report or share it with others using the share links.

Create a chart from a template

To create a custom chart from a template, go to the Charts tab and click Add new chart in the top right corner.

A modal is opened with a set of chart templates. You can either create a new chart from scratch or pick one of the predefined charts.

Clicking a chart template opens a preview with real data. You can select the data sources from the Data sources menu above the chart. You can pick one or more data sources for your chart and see the results immediately.

The template comes with predefined settings. If you're happy with the chart, you can click Create chart to save it under the Charts tab.

To adjust the settings, click Configure to open the chart for editing.

The chart editor opens, revealing the chart settings. If the chart is anywhere close to what you’re looking for, you should be able to make it perfect with just a few adjustments.

You can adjust the name, unit, metrics, date range, and set filters.

When you click Create chart, the chart is created and you can find it under the Charts tab under the main navigation.

From there, you can assign it to a report or share it with others using the share links.

Create a chart with the editor

While chart templates can get you started quickly, the chart editor allows the flexibility to create the exact chart you're looking for. To create a custom chart using the chart editor, go to the Charts tab and click Add new chart in the top right corner.

In the modal, select New blank chart:

The chart editor opens, allowing you to select the chart type and the settings for the chart:

The settings depend on the selected chart type. You can adjust the settings and use the Preview feature to see the result.

Once you are happy with the result, you can click Create chart to save the chart under the Charts tab.

You can further customize the chart by selecting the Chart settings from the three dots menu:

In the Chart settings, you can rename labels, set visibility, quick filters, and many other things depending on the chart type.

Create a chart with the editor

While chart templates can get you started quickly, the chart editor allows the flexibility to create the exact chart you're looking for. To create a custom chart using the chart editor, go to the Charts tab and click Add new chart in the top right corner.

In the modal, select New blank chart:

The chart editor opens, allowing you to select the chart type and the settings for the chart:

The settings depend on the selected chart type. You can adjust the settings and use the Preview feature to see the result.

Once you are happy with the result, you can click Create chart to save the chart under the Charts tab.

You can further customize the chart by selecting the Chart settings from the three dots menu:

In the Chart settings, you can rename labels, set visibility, quick filters, and many other things depending on the chart type.

Create a chart with the AI assistant (beta)

The AI assistant can be launched from the charts modal by clicking the Ask AI button on the top right corner:

A chat view opens, and you can start chatting with the assistant:

The numbered elements are:

  1. Enter a prompt in a natural language (in English or your native language)

  2. Select data sources from the drop-down menu.

  3. Clear chat history. Removes chats and makes the assistant forget previous prompts.

  4. Send message (same as pressing the enter key)

You can create a chart by describing it in natural language (any language). You can ask questions like

  • "Show me task completed this month grouped by label"

  • "Compare weekly sales numbers in the last 3 months"

  • "How long does it take for our team to complete a task on average?"

If the assistant understood your prompt, you should see a chart as a result. You can refine the chart with further asks:

"Switch the colors of the bars to blue and change the grouping to assignee"

The assistant adjusts the chart according to your request. You can always undo the latest change and try again with a different prompt.

At any time, you can open the chart for editing by clicking Edit below the chart. The chart editor is opened, and you can adjust the chart configuration.

Clicking Save below the chart saves it, and you can find it in the Charts tab.

Create a chart with the AI assistant (beta)

The AI assistant can be launched from the charts modal by clicking the Ask AI button on the top right corner:

A chat view opens, and you can start chatting with the assistant:

The numbered elements are:

  1. Enter a prompt in a natural language (in English or your native language)

  2. Select data sources from the drop-down menu.

  3. Clear chat history. Removes chats and makes the assistant forget previous prompts.

  4. Send message (same as pressing the enter key)

You can create a chart by describing it in natural language (any language). You can ask questions like

  • "Show me task completed this month grouped by label"

  • "Compare weekly sales numbers in the last 3 months"

  • "How long does it take for our team to complete a task on average?"

If the assistant understood your prompt, you should see a chart as a result. You can refine the chart with further asks:

"Switch the colors of the bars to blue and change the grouping to assignee"

The assistant adjusts the chart according to your request. You can always undo the latest change and try again with a different prompt.

At any time, you can open the chart for editing by clicking Edit below the chart. The chart editor is opened, and you can adjust the chart configuration.

Clicking Save below the chart saves it, and you can find it in the Charts tab.

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.

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 create charts with a prompt?

Yes, you can create charts with a prompt and ask questions about a chart by using the Screenful AI Assistant. The assistant combines the leading LLMs with advanced multidimensional data analytics to help you understand and interpret your data.

Yes, you can create charts with a prompt and ask questions about a chart by using the Screenful AI Assistant. The assistant combines the leading LLMs with advanced multidimensional data analytics to help you understand and interpret your data.

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.

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.

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 create charts with a prompt?

Yes, you can create charts with a prompt and ask questions about a chart by using the Screenful AI Assistant. The assistant combines the leading LLMs with advanced multidimensional data analytics to help you understand and interpret your data.

Yes, you can create charts with a prompt and ask questions about a chart by using the Screenful AI Assistant. The assistant combines the leading LLMs with advanced multidimensional data analytics to help you understand and interpret your data.

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.

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.