Managing data sources

Managing data sources

Managing data sources

Managing data sources

You can import data from the tools that we support, such as Jira, Trello, Linear, monday.com, and GitHub (see all integrations). Once imported, you can use them as data sources in the charts. At any time, you can import more data sources under the Integrations page.

This guide shows you how to import and manage data sources.

Importing a data source

To import a new data source, select Integrations from the main menu on the top right corner:

You'll be shown a list of available integrations. Pick the tool you want to import data from:

You'll be shown a list of data sources already imported. To import a new data source, click Add board in the top:

Next, you'll have to authorize access to the API. Once done, you'll be shown the list of available data sources:

Select one or more boards to import and click Next. Your workflow steps are automatically mapped to Not started, In progress, and Done. This information is used for calculating the lead and cycle times.

You can adjust the mapping if needed, or accept the suggested mapping by clicking Looks good to me.

The data import process starts, and you'll be shown a confirmation when you are ready to start creating charts and reports:

Importing a data source

To import a new data source, select Integrations from the main menu on the top right corner:

You'll be shown a list of available integrations. Pick the tool you want to import data from:

You'll be shown a list of data sources already imported. To import a new data source, click Add board in the top:

Next, you'll have to authorize access to the API. Once done, you'll be shown the list of available data sources:

Select one or more boards to import and click Next. Your workflow steps are automatically mapped to Not started, In progress, and Done. This information is used for calculating the lead and cycle times.

You can adjust the mapping if needed, or accept the suggested mapping by clicking Looks good to me.

The data import process starts, and you'll be shown a confirmation when you are ready to start creating charts and reports:

Importing a data source

To import a new data source, select Integrations from the main menu on the top right corner:

You'll be shown a list of available integrations. Pick the tool you want to import data from:

You'll be shown a list of data sources already imported. To import a new data source, click Add board in the top:

Next, you'll have to authorize access to the API. Once done, you'll be shown the list of available data sources:

Select one or more boards to import and click Next. Your workflow steps are automatically mapped to Not started, In progress, and Done. This information is used for calculating the lead and cycle times.

You can adjust the mapping if needed, or accept the suggested mapping by clicking Looks good to me.

The data import process starts, and you'll be shown a confirmation when you are ready to start creating charts and reports:

Using a data source in a chart

When creating a chart, data sources can be selected from the Data sources menu:

You can select one or more data sources for the chart.

Using a data source in a chart

When creating a chart, data sources can be selected from the Data sources menu:

You can select one or more data sources for the chart.

Using a data source in a chart

When creating a chart, data sources can be selected from the Data sources menu:

You can select one or more data sources for the chart.

Data sync options

Data sources are automatically synced once per hour. At any time, you can trigger sync manually in the Integrations settings. You can access the integration settings by selecting Integrations from the main menu in the top right corner.

After selecting the tool, you'll see a list of imported data sources. You can trigger the sync process by clicking the sync icon for one or more data sources:

The data import process begins, and a sync icon becomes visible on the header part of the UI. You can hover the icon to see progress information:

Once the data sources are synced, the sync icon disappears from the header part of the UI.

Data sync options

Data sources are automatically synced once per hour. At any time, you can trigger sync manually in the Integrations settings. You can access the integration settings by selecting Integrations from the main menu in the top right corner.

After selecting the tool, you'll see a list of imported data sources. You can trigger the sync process by clicking the sync icon for one or more data sources:

The data import process begins, and a sync icon becomes visible on the header part of the UI. You can hover the icon to see progress information:

Once the data sources are synced, the sync icon disappears from the header part of the UI.

Data sync options

Data sources are automatically synced once per hour. At any time, you can trigger sync manually in the Integrations settings. You can access the integration settings by selecting Integrations from the main menu in the top right corner.

After selecting the tool, you'll see a list of imported data sources. You can trigger the sync process by clicking the sync icon for one or more data sources:

The data import process begins, and a sync icon becomes visible on the header part of the UI. You can hover the icon to see progress information:

Once the data sources are synced, the sync icon disappears from the header part of the UI.

What does the data history mean?

We load all the tasks and all the history for each data source. You can create charts with all of your tasks in all plans. For example, you can create a Task list that contains all the tasks in the selected data sources.

When you create a chart that shows a historical trend, the length of the history is limited according to the plan. For example, 12 months of data history means that the trend can extend a maximum of 12 months into the history.

You can see the plans and their limits on the pricing page.

What does the data history mean?

We load all the tasks and all the history for each data source. You can create charts with all of your tasks in all plans. For example, you can create a Task list that contains all the tasks in the selected data sources.

When you create a chart that shows a historical trend, the length of the history is limited according to the plan. For example, 12 months of data history means that the trend can extend a maximum of 12 months into the history.

You can see the plans and their limits on the pricing page.

What does the data history mean?

We load all the tasks and all the history for each data source. You can create charts with all of your tasks in all plans. For example, you can create a Task list that contains all the tasks in the selected data sources.

When you create a chart that shows a historical trend, the length of the history is limited according to the plan. For example, 12 months of data history means that the trend can extend a maximum of 12 months into the history.

You can see the plans and their limits on the pricing page.

Renaming a data source

You can rename data sources by first selecting Integrations from the main menu on the top right:

Select the tool to see the imported data sources, and then click the data source from the list:

The data source settings page is shown, and you can click the edit icon next to the data source name to enter a new name:

Renaming a data source

You can rename data sources by first selecting Integrations from the main menu on the top right:

Select the tool to see the imported data sources, and then click the data source from the list:

The data source settings page is shown, and you can click the edit icon next to the data source name to enter a new name:

Renaming a data source

You can rename data sources by first selecting Integrations from the main menu on the top right:

Select the tool to see the imported data sources, and then click the data source from the list:

The data source settings page is shown, and you can click the edit icon next to the data source name to enter a new name:

FAQ

Common questions

What is a data source in the case of ClickUp?

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.

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 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

What is a data source in the case of ClickUp?

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.

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 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

What is a data source in the case of ClickUp?

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.

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 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

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

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

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.