Setup Screenful for monday.com
Setup Screenful for monday.com
The Analytics & Reports by Screenful is available on the monday.com Apps Marketplace. Once installed, it adds an entry to the left menu that allows you to access your charts and reports within the Monday UI.
The Analytics & Reports by Screenful is available on the monday.com Apps Marketplace. Once installed, it adds an entry to the left menu that allows you to access your charts and reports within the Monday UI.
The Analytics & Reports by Screenful is available on the monday.com Apps Marketplace. Once installed, it adds an entry to the left menu that allows you to access your charts and reports within the Monday UI.
Install Screenful app via the Monday Marketplace
You can install Screenful via the Monday Marketplace. You can start a free trial by clicking Use app in the marketplace listing page:
Only one person needs to install Screenful to your monday.com account.
Installing apps can only be done by admins.
Once installed, Analytics & Reports by Screenful is added to the left menu for all users.
If you haven’t started a free trial of Screenful yet, go ahead and sign up for a free trial. After that, you can click the link to log in to Screenful.
The link is added for all members in your monday.com workspace. Before other people can log in to Screenful, they must be invited to the same Screenful account.
Install Screenful app via the Monday Marketplace
You can install Screenful via the Monday Marketplace. You can start a free trial by clicking Use app in the marketplace listing page:
Only one person needs to install Screenful to your monday.com account.
Installing apps can only be done by admins.
Once installed, Analytics & Reports by Screenful is added to the left menu for all users.
If you haven’t started a free trial of Screenful yet, go ahead and sign up for a free trial. After that, you can click the link to log in to Screenful.
The link is added for all members in your monday.com workspace. Before other people can log in to Screenful, they must be invited to the same Screenful account.
Import boards as data sources
You need to authorize Screenful to access the Monday API to get started. Once done, you will be shown a list of boards. Select one or more boards from the list to be imported to Screenful.
Once you have selected the projects for importing, you are asked to pick a Status column that represents your workflow:
Once you have selected the column, the values are automatically mapped to either Not started, In progress, or Done. This information is used when calculating the Timing metrics.
Not started = Work to be done
In progress = Work started but not completed
Done = Completed work
If the suggested mapping looks correct, you can accept it by clicking Looks good to me. Learn more about workflow mapping.
In addition to status columns, you can also track work based on your Date and Timeline, and Time tracking columns.
Import boards as data sources
You need to authorize Screenful to access the Monday API to get started. Once done, you will be shown a list of boards. Select one or more boards from the list to be imported to Screenful.
Once you have selected the projects for importing, you are asked to pick a Status column that represents your workflow:
Once you have selected the column, the values are automatically mapped to either Not started, In progress, or Done. This information is used when calculating the Timing metrics.
Not started = Work to be done
In progress = Work started but not completed
Done = Completed work
If the suggested mapping looks correct, you can accept it by clicking Looks good to me. Learn more about workflow mapping.
In addition to status columns, you can also track work based on your Date and Timeline, and Time tracking columns.
Invite other users
All Screenful plans allow unlimited users, but they must create a Screenful account. You can add users by sending them an invitation. They can then create a Screenful account by following the link in the invitation email. Learn more about user access and permissions.
Invite other users
All Screenful plans allow unlimited users, but they must create a Screenful account. You can add users by sending them an invitation. They can then create a Screenful account by following the link in the invitation email. Learn more about user access and permissions.
Need help with onboarding?
Need help with setting up your charts and reports? Book a call with our expert. We'd love to help you get started.
Need help with onboarding?
Need help with setting up your charts and reports? Book a call with our expert. We'd love to help you get started.