Start from here: The Insights tab

Start from here: The Insights tab

Start from here: The Insights tab

Where to find the Insights feature?

The Insights tab allows you to explore and learn about the data before creating any of your own charts (you can charts under the Charts tab). It consists of pre-generated charts divided into four sections: Open items, Completed, Timings, and Forecasts. You can access it from the top navigation:

Insights tab pointer, top left.

You can adjust the charts by selecting the data sources, filters, and other settings. When you master those, you'll likely get most of your questions answered when it comes to the most common metrics and charts, without having to create a custom chart for it.

Where to find the Insights feature?

The Insights tab allows you to explore and learn about the data before creating any of your own charts (you can charts under the Charts tab). It consists of pre-generated charts divided into four sections: Open items, Completed, Timings, and Forecasts. You can access it from the top navigation:

Insights tab pointer, top left.

You can adjust the charts by selecting the data sources, filters, and other settings. When you master those, you'll likely get most of your questions answered when it comes to the most common metrics and charts, without having to create a custom chart for it.

Adjust the charts with quick menus

Some of the charts display grouped data. You can change the grouping by selecting a property from the Group by menu:

Sort by assignee on the top right.

If a chart displays time-based data, you can adjust the date range:

Adjust date range on top right.

Notice that the length of the available history depends on the plan. For trial accounts, it is six months.

Adjust the charts with quick menus

Some of the charts display grouped data. You can change the grouping by selecting a property from the Group by menu:

Sort by assignee on the top right.

If a chart displays time-based data, you can adjust the date range:

Adjust date range on top right.

Notice that the length of the available history depends on the plan. For trial accounts, it is six months.

Interact with click-through and mouse hovers

You can interact with the charts with click-throughs and mouse hovers. The chart description contains links that allow you to see the individual items behind the numbers:

Underlined links in charts

When you click a link, a modal is opened, showing the list of items:

Visualization of the modal once clicked-through.

Clicking the name of an item opens it in the source tool.

The Timings tab shows how long it takes to complete a task. You can mouse-hover over the question marks to see how long a task stayed on each workflow step:

Time in progress tracking

The modal shows which workflow states the task has visited while progressing through your workflow. The first step on the left shows where it started, and for each step, you can see how much time the task spent on it before moving to the next workflow state.

You can also hover the circles in the scatter plot to see the same:

Hover to see cycle time in scatter plot.

The Insights tab provides complete transparency on how the metrics are calculated. Drill down to individual items to see the outliers and the items that need your attention.

Interact with click-through and mouse hovers

You can interact with the charts with click-throughs and mouse hovers. The chart description contains links that allow you to see the individual items behind the numbers:

Underlined links in charts

When you click a link, a modal is opened, showing the list of items:

Visualization of the modal once clicked-through.

Clicking the name of an item opens it in the source tool.

The Timings tab shows how long it takes to complete a task. You can mouse-hover over the question marks to see how long a task stayed on each workflow step:

Time in progress tracking

The modal shows which workflow states the task has visited while progressing through your workflow. The first step on the left shows where it started, and for each step, you can see how much time the task spent on it before moving to the next workflow state.

You can also hover the circles in the scatter plot to see the same:

Hover to see cycle time in scatter plot.

The Insights tab provides complete transparency on how the metrics are calculated. Drill down to individual items to see the outliers and the items that need your attention.

Select the data sources

You can select the boards you have imported from the data sources selection control on the top right. Once you have selected one or more data sources, all charts within the Insihts tabs will use that selection.

"Data Sources" on top right.

Pick one or more data sources to feed data to your chars:

Select as many data sources as needed from menu.

You can either select individual data sources, or you can select all data sources, which will include all the data sources in your account.

Select the data sources

You can select the boards you have imported from the data sources selection control on the top right. Once you have selected one or more data sources, all charts within the Insihts tabs will use that selection.

"Data Sources" on top right.

Pick one or more data sources to feed data to your chars:

Select as many data sources as needed from menu.

You can either select individual data sources, or you can select all data sources, which will include all the data sources in your account.

Adjust filters and settings

You can narrow down your data to any subset by setting a filter. You can find the filter feature in the top right corner:

Filter information from top right.

You can filter by any of the task properties available in your data such as assignee, group, label, board, project, sprint, milestone. You can also filter by any of your custom fields.

Filter by custom fields

You can set multiple filters by selecting them one by one. You can learn more by reading the filtering guide.

The Insights tab comes with its own settings, which you can access by clicking Settings on the top right:

Change settings on top right

The Settings modal is opened, with settings specific to the Insights tab. For example, you can choose which unit is used in the charts from the Unit menu. By default, the charts are counting tasks/issues, but you can change it to whatever numeric field you have in your board (e.g. hours or story points).

Change unit from general

Notice that when you set a filter or adjust settings in the Insights tab, it will only affect what you see. Other users have their own filters and settings.

You can learn more about the Insights tab on the Tour page.

Adjust filters and settings

You can narrow down your data to any subset by setting a filter. You can find the filter feature in the top right corner:

Filter information from top right.

You can filter by any of the task properties available in your data such as assignee, group, label, board, project, sprint, milestone. You can also filter by any of your custom fields.

Filter by custom fields

You can set multiple filters by selecting them one by one. You can learn more by reading the filtering guide.

The Insights tab comes with its own settings, which you can access by clicking Settings on the top right:

Change settings on top right

The Settings modal is opened, with settings specific to the Insights tab. For example, you can choose which unit is used in the charts from the Unit menu. By default, the charts are counting tasks/issues, but you can change it to whatever numeric field you have in your board (e.g. hours or story points).

Change unit from general

Notice that when you set a filter or adjust settings in the Insights tab, it will only affect what you see. Other users have their own filters and settings.

You can learn more about the Insights tab on the Tour page.

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.