Create charts using ClickUp custom fields
Create charts using ClickUp custom fields
Create charts using ClickUp custom fields
This tutorial shows how to create charts using data from custom fields in ClickUp. All your custom fields are automatically imported and made available for charts. How you can use them in charts depends on their type. For example, your number fields can be used as units, and your dropdown fields can be used for grouping and filtering.
See also these related guides
Chart editor guide
ClickUp units, metrics, and properties
Screenful Knowledge base
When you add a new field to a project, it is imported during the next data sync (the data is synced automatically once per hour, and you can trigger sync manually anytime in the integration settings).
Creating charts using Number field
Your ClickUp Number fields can be used as a unit of a chart. For example, if you have assigned estimates for tasks (e.g. hours or story points) using a custom numeric field, you can select it as a unit for a chart.
Screenful will automatically make all numeric fields available in the Unit menu in the chart editor.
What if you have multiple number fields and want to have all of them in one chart? Let’s assume you want to compare the values of three different number fields over time. You can do that by adding them to a multibar chart. First, pick one of the custom fields as the unit for the chart. After that, use the Add custom field button to add the other two fields:
Here’s the final chart with three different metrics grouped by week:
If you have a Dropdown field that you'd like to use as a unit, you can change the default field mapping.
Creating charts using Number field
Your ClickUp Number fields can be used as a unit of a chart. For example, if you have assigned estimates for tasks (e.g. hours or story points) using a custom numeric field, you can select it as a unit for a chart.
Screenful will automatically make all numeric fields available in the Unit menu in the chart editor.
What if you have multiple number fields and want to have all of them in one chart? Let’s assume you want to compare the values of three different number fields over time. You can do that by adding them to a multibar chart. First, pick one of the custom fields as the unit for the chart. After that, use the Add custom field button to add the other two fields:
Here’s the final chart with three different metrics grouped by week:
If you have a Dropdown field that you'd like to use as a unit, you can change the default field mapping.
Creating charts using Number field
Your ClickUp Number fields can be used as a unit of a chart. For example, if you have assigned estimates for tasks (e.g. hours or story points) using a custom numeric field, you can select it as a unit for a chart.
Screenful will automatically make all numeric fields available in the Unit menu in the chart editor.
What if you have multiple number fields and want to have all of them in one chart? Let’s assume you want to compare the values of three different number fields over time. You can do that by adding them to a multibar chart. First, pick one of the custom fields as the unit for the chart. After that, use the Add custom field button to add the other two fields:
Here’s the final chart with three different metrics grouped by week:
If you have a Dropdown field that you'd like to use as a unit, you can change the default field mapping.
Creating charts using Dropdown field
By default, your ClickUp Dropdown fields are available for grouping and filtering. When you are creating a chart that has a grouping option, you'll find all your select menus in the Group by menu:
When you want to filter the chart content, you'll find your select menus in the Filter window:
Here's a Stacked bar chart stacked by a dropdown field Component:
By default, your dropdown fields are available for grouping and filtering. If you want to group & filter by Text fields, you can adjust the default field mapping.
Creating charts using Dropdown field
By default, your ClickUp Dropdown fields are available for grouping and filtering. When you are creating a chart that has a grouping option, you'll find all your select menus in the Group by menu:
When you want to filter the chart content, you'll find your select menus in the Filter window:
Here's a Stacked bar chart stacked by a dropdown field Component:
By default, your dropdown fields are available for grouping and filtering. If you want to group & filter by Text fields, you can adjust the default field mapping.
Creating charts using Dropdown field
By default, your ClickUp Dropdown fields are available for grouping and filtering. When you are creating a chart that has a grouping option, you'll find all your select menus in the Group by menu:
When you want to filter the chart content, you'll find your select menus in the Filter window:
Here's a Stacked bar chart stacked by a dropdown field Component:
By default, your dropdown fields are available for grouping and filtering. If you want to group & filter by Text fields, you can adjust the default field mapping.
Creating charts using Date field
All your ClickUp Date fields are automatically imported and made available for charts. Let's assume you have a custom date field, Date completed, on your board. By selecting Date completed as the metric for the chart, you can create a chart that shows how many items have the date within the selected date range.
That will work the same way as if you had selected Completed (within date range), except that it will only look at the value in the date field. If the date is in the past, it is considered completed, regardless of the workflow state of that item.
Here's the resulting chart:
You can also create Task lists and filter them by custom date columns. Here's an example configuration for a Task list:
When you pick a date field from the menu, the resulting task list contains items that have the date within the selected date range:
You can track any number field by any date field. You can pick a number field from the Unit menu:
In this example, I have selected Deal value as the unit and by Completion date as the metric for the chart. Here's the resulting chart:
The chart shows the deal value generated during the selected period based on the Completion date column.
Creating charts using Date field
All your ClickUp Date fields are automatically imported and made available for charts. Let's assume you have a custom date field, Date completed, on your board. By selecting Date completed as the metric for the chart, you can create a chart that shows how many items have the date within the selected date range.
That will work the same way as if you had selected Completed (within date range), except that it will only look at the value in the date field. If the date is in the past, it is considered completed, regardless of the workflow state of that item.
Here's the resulting chart:
You can also create Task lists and filter them by custom date columns. Here's an example configuration for a Task list:
When you pick a date field from the menu, the resulting task list contains items that have the date within the selected date range:
You can track any number field by any date field. You can pick a number field from the Unit menu:
In this example, I have selected Deal value as the unit and by Completion date as the metric for the chart. Here's the resulting chart:
The chart shows the deal value generated during the selected period based on the Completion date column.
Creating charts using Date field
All your ClickUp Date fields are automatically imported and made available for charts. Let's assume you have a custom date field, Date completed, on your board. By selecting Date completed as the metric for the chart, you can create a chart that shows how many items have the date within the selected date range.
That will work the same way as if you had selected Completed (within date range), except that it will only look at the value in the date field. If the date is in the past, it is considered completed, regardless of the workflow state of that item.
Here's the resulting chart:
You can also create Task lists and filter them by custom date columns. Here's an example configuration for a Task list:
When you pick a date field from the menu, the resulting task list contains items that have the date within the selected date range:
You can track any number field by any date field. You can pick a number field from the Unit menu:
In this example, I have selected Deal value as the unit and by Completion date as the metric for the chart. Here's the resulting chart:
The chart shows the deal value generated during the selected period based on the Completion date column.
Creating charts using Text field
Your ClickUp Text or Textarea fields are automatically imported and available for charts. By default, they are mapped in Screenful to Text type, which means they can be used as a column in a Task list:
If you want to use your text fields for grouping and filtering, you can change the default mapping at Data Mapping->Custom Fields:
In this example, the Text field Hours Estimation is mapped to Text. Clicking the row opens it for editing:
Selecting Group & Filter from the menu enables using the field for grouping and filtering.
Creating charts using Text field
Your ClickUp Text or Textarea fields are automatically imported and available for charts. By default, they are mapped in Screenful to Text type, which means they can be used as a column in a Task list:
If you want to use your text fields for grouping and filtering, you can change the default mapping at Data Mapping->Custom Fields:
In this example, the Text field Hours Estimation is mapped to Text. Clicking the row opens it for editing:
Selecting Group & Filter from the menu enables using the field for grouping and filtering.
Creating charts using Text field
Your ClickUp Text or Textarea fields are automatically imported and available for charts. By default, they are mapped in Screenful to Text type, which means they can be used as a column in a Task list:
If you want to use your text fields for grouping and filtering, you can change the default mapping at Data Mapping->Custom Fields:
In this example, the Text field Hours Estimation is mapped to Text. Clicking the row opens it for editing:
Selecting Group & Filter from the menu enables using the field for grouping and filtering.
Creating charts using Formula field
When creating a chart, formula fields are selectable in the unit menu:
In this example, the unit menu contains two Number fields: Budget and Spent. There is also a formula field Remaining, that shows the difference between the budget and spent. When you select Remaining as the unit for the chart, you'll see the sum of Remaining:
When you click through the number, you'll see the individual items and how much is Remaining per each item:
Formula custom fields are automatically imported and treated according to their type. If the value is a number, it can be used as a unit like the Number fields. If the value is a date, it can be used similarly to the Date fields. You can see the mapping of a formula field in the custom fields mapping page. You can learn more from this guide.
Creating charts using Formula field
When creating a chart, formula fields are selectable in the unit menu:
In this example, the unit menu contains two Number fields: Budget and Spent. There is also a formula field Remaining, that shows the difference between the budget and spent. When you select Remaining as the unit for the chart, you'll see the sum of Remaining:
When you click through the number, you'll see the individual items and how much is Remaining per each item:
Formula custom fields are automatically imported and treated according to their type. If the value is a number, it can be used as a unit like the Number fields. If the value is a date, it can be used similarly to the Date fields. You can see the mapping of a formula field in the custom fields mapping page. You can learn more from this guide.
Creating charts using Formula field
When creating a chart, formula fields are selectable in the unit menu:
In this example, the unit menu contains two Number fields: Budget and Spent. There is also a formula field Remaining, that shows the difference between the budget and spent. When you select Remaining as the unit for the chart, you'll see the sum of Remaining:
When you click through the number, you'll see the individual items and how much is Remaining per each item:
Formula custom fields are automatically imported and treated according to their type. If the value is a number, it can be used as a unit like the Number fields. If the value is a date, it can be used similarly to the Date fields. You can see the mapping of a formula field in the custom fields mapping page. You can learn more from this guide.
Creating charts using Time spent field
To create a chart using time tracking data, start by clicking Add new chart in the Charts tab. Select Time spent from the Unit menu:
When Time spent is selected as the Unit, the Metric menu contains only one option: Total (sum of Time spent). Here’s an example configuration of a line chart that shows the total amount of hours logged over time:
The Date range refers to when the hours were logged. Here’s the resulting chart:
You can create charts from your top-level tasks, subtasks, or both. You can choose between these options by setting a filter (use the filter Item type).
Creating charts using Time spent field
To create a chart using time tracking data, start by clicking Add new chart in the Charts tab. Select Time spent from the Unit menu:
When Time spent is selected as the Unit, the Metric menu contains only one option: Total (sum of Time spent). Here’s an example configuration of a line chart that shows the total amount of hours logged over time:
The Date range refers to when the hours were logged. Here’s the resulting chart:
You can create charts from your top-level tasks, subtasks, or both. You can choose between these options by setting a filter (use the filter Item type).
Creating charts using Time spent field
To create a chart using time tracking data, start by clicking Add new chart in the Charts tab. Select Time spent from the Unit menu:
When Time spent is selected as the Unit, the Metric menu contains only one option: Total (sum of Time spent). Here’s an example configuration of a line chart that shows the total amount of hours logged over time:
The Date range refers to when the hours were logged. Here’s the resulting chart:
You can create charts from your top-level tasks, subtasks, or both. You can choose between these options by setting a filter (use the filter Item type).
Creating charts using Status field
The Status field is special because it is used as a source of your workflow. When you import a board to Screenful, you are asked to pick the status column that contains your workflow. The stages in your workflow are mapped to Not started, In progress, and Done. That allows Screenful to understand your data better and calculate metrics automatically.
Because of this mapping, you can create charts using the metrics available in the chart editor:
The options in the menu filter the items as follows:
Total (items) -> Include all tasks
Not started & In progress -> Include tasks that are in the stages mapped to Not started or In progress
In progress -> Include tasks that are in the stages mapped to In progress
Created -> Include all tasks created within a date range, regardless of stage
Completed -> Include all tasks moved to a stage mapped to Done within a date range.
Learn more about workflow mapping from this guide.
Creating charts using Status field
The Status field is special because it is used as a source of your workflow. When you import a board to Screenful, you are asked to pick the status column that contains your workflow. The stages in your workflow are mapped to Not started, In progress, and Done. That allows Screenful to understand your data better and calculate metrics automatically.
Because of this mapping, you can create charts using the metrics available in the chart editor:
The options in the menu filter the items as follows:
Total (items) -> Include all tasks
Not started & In progress -> Include tasks that are in the stages mapped to Not started or In progress
In progress -> Include tasks that are in the stages mapped to In progress
Created -> Include all tasks created within a date range, regardless of stage
Completed -> Include all tasks moved to a stage mapped to Done within a date range.
Learn more about workflow mapping from this guide.
Creating charts using Status field
The Status field is special because it is used as a source of your workflow. When you import a board to Screenful, you are asked to pick the status column that contains your workflow. The stages in your workflow are mapped to Not started, In progress, and Done. That allows Screenful to understand your data better and calculate metrics automatically.
Because of this mapping, you can create charts using the metrics available in the chart editor:
The options in the menu filter the items as follows:
Total (items) -> Include all tasks
Not started & In progress -> Include tasks that are in the stages mapped to Not started or In progress
In progress -> Include tasks that are in the stages mapped to In progress
Created -> Include all tasks created within a date range, regardless of stage
Completed -> Include all tasks moved to a stage mapped to Done within a date range.
Learn more about workflow mapping from this guide.
Creating charts using Checkbox field
Your ClickUp Checkbox fields are automatically imported and available for charts. By default, they are mapped in Screenful to Text type, which means they can be used as a column in a Task list.
Here's the resulting chart:
If the checkbox is checked, the value true is shown. Otherwise, the value is empty.
Creating charts using Checkbox field
Your ClickUp Checkbox fields are automatically imported and available for charts. By default, they are mapped in Screenful to Text type, which means they can be used as a column in a Task list.
Here's the resulting chart:
If the checkbox is checked, the value true is shown. Otherwise, the value is empty.
Creating charts using Checkbox field
Your ClickUp Checkbox fields are automatically imported and available for charts. By default, they are mapped in Screenful to Text type, which means they can be used as a column in a Task list.
Here's the resulting chart:
If the checkbox is checked, the value true is shown. Otherwise, the value is empty.
Learn more
Learn more
Learn more
FAQ
Common questions
A data source is a Space. The pricing is based on the number of spaces you explicitly import to Screenful, not the total number of spaces in ClickUp. One data source can contain any number of lists and folders. 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.
A data source is a Space. The pricing is based on the number of spaces you explicitly import to Screenful, not the total number of spaces in ClickUp. One data source can contain any number of lists and folders. 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.
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.
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.
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.
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 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
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.
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.
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.
The Getting Started Guide contains Instructions for setting up Screenful.
See also our Accounts & Pricing FAQ.
Check out our knowledge base 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 knowledge base and video tutorials, or get in touch by emailing support@screenful.com
FAQ
Common questions
A data source is a Space. The pricing is based on the number of spaces you explicitly import to Screenful, not the total number of spaces in ClickUp. One data source can contain any number of lists and folders. 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.
A data source is a Space. The pricing is based on the number of spaces you explicitly import to Screenful, not the total number of spaces in ClickUp. One data source can contain any number of lists and folders. 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.
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.
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.
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.
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 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
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.
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.
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.
The Getting Started Guide contains Instructions for setting up Screenful.
See also our Accounts & Pricing FAQ.
Check out our knowledge base 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 knowledge base and video tutorials, or get in touch by emailing support@screenful.com
FAQ
Common questions
A data source is a Space. The pricing is based on the number of spaces you explicitly import to Screenful, not the total number of spaces in ClickUp. One data source can contain any number of lists and folders. 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.
A data source is a Space. The pricing is based on the number of spaces you explicitly import to Screenful, not the total number of spaces in ClickUp. One data source can contain any number of lists and folders. 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.
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.
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.
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.
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 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
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.
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.
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.
The Getting Started Guide contains Instructions for setting up Screenful.
See also our Accounts & Pricing FAQ.
Check out our knowledge base 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 knowledge base and video tutorials, or get in touch by emailing support@screenful.com
Troubleshooting
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).
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.
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
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).
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.
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
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).
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.
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.