Adjust the chart appearance
Adjust the chart appearance
Don't like the default appearance of a chart? We've got you covered since you can configure almost any visual aspect of a chart such as colors, labels, and date and number formats. These adjustments can be found under the Chart settings.
Don't like the default appearance of a chart? We've got you covered since you can configure almost any visual aspect of a chart such as colors, labels, and date and number formats. These adjustments can be found under the Chart settings.
Don't like the default appearance of a chart? We've got you covered since you can configure almost any visual aspect of a chart such as colors, labels, and date and number formats. These adjustments can be found under the Chart settings.
Guide contents:
Guide contents:
How to find the chart settings?
You can access the chart settings by clicking the three dots menu and selecting Chart settings:
You'll also find the same option in the chart context menu:
How to find the chart settings?
You can access the chart settings by clicking the three dots menu and selecting Chart settings:
You'll also find the same option in the chart context menu:
Renaming the text labels
When you create a custom chart, you only need to provide the name of the chart. All other labels are automatically generated based on the units and metrics selected for the chart. However, you don’t have to stick with the auto-generated names as you can rename them.
To rename the text labels, click Chart settings behind the three dots menu, and scroll to the bottom of the page:
In the Display names section, you’ll see a list of units and metrics selected for the chart. You'll see the given name in the input field on the right. By default, it is the name of selected unit or metric, but you can rename it to represent your data best. In this example, Tasks is renamed to Tickets, and Completed (within date range) is renamed to Work completed.
Here’s the chart with the updated names:
Renaming the text labels
When you create a custom chart, you only need to provide the name of the chart. All other labels are automatically generated based on the units and metrics selected for the chart. However, you don’t have to stick with the auto-generated names as you can rename them.
To rename the text labels, click Chart settings behind the three dots menu, and scroll to the bottom of the page:
In the Display names section, you’ll see a list of units and metrics selected for the chart. You'll see the given name in the input field on the right. By default, it is the name of selected unit or metric, but you can rename it to represent your data best. In this example, Tasks is renamed to Tickets, and Completed (within date range) is renamed to Work completed.
Here’s the chart with the updated names:
Configuring the quick menus
In the chart settings, you can configure a quick filter that will be shown on top of the chart. It allows adjusting the chart's content without accessing the chart editor.
In the chart settings, use the toggle to enable the quick filter:
Clicking the toggle reveals the filter options. For example, selecting Assignee from the menu creates a quick filter for the assignee shown above the chart:
When you select and assignee from the menu, the chart content is filtered accordingly. It allows quick comparisons between labels, iterations, departments, customers, or any other property you have in your data.
You can also display a date range menu at the top of the chart. Use the toggle to enable the date range menu:
Once enabled, the user can adjust the date range without having to go to the editor:
When you enable a quick filter or a date range menu, it will be present when the chart is shared with a public share link, embedded in a website, or added to a report.
Configuring the quick menus
In the chart settings, you can configure a quick filter that will be shown on top of the chart. It allows adjusting the chart's content without accessing the chart editor.
In the chart settings, use the toggle to enable the quick filter:
Clicking the toggle reveals the filter options. For example, selecting Assignee from the menu creates a quick filter for the assignee shown above the chart:
When you select and assignee from the menu, the chart content is filtered accordingly. It allows quick comparisons between labels, iterations, departments, customers, or any other property you have in your data.
You can also display a date range menu at the top of the chart. Use the toggle to enable the date range menu:
Once enabled, the user can adjust the date range without having to go to the editor:
When you enable a quick filter or a date range menu, it will be present when the chart is shared with a public share link, embedded in a website, or added to a report.
Configuring date formats, number formats, and currencies
Different countries have different standard formats for numbers and dates. Under the Account settings, you can configure the date and number format to match your local standards.
The Date Format menu contains the most common date formats:
When you pick a date format, the selected format will be applied to all the charts in the account. The Number Format menu contains the most common number formats:
When you choose a number format, it will be applied to all the charts in the account.
You can specify a currency under the Chart settings if your data represents monetary values:
When a currency is selected, the associated currency symbol is shown in front of the numbers. Here’s an example line chart with the currency set to US Dollar ($) to represent the amount in USD. Both the number at the top left and the tooltip display the selected currency symbol.
The currency setting is a chart-specific feature. In the chart settings, you can specify which metrics are currencies. If your numbers represent a currency, you can make it more explicit by displaying it as the currency. The default for a numeric field is Number i.e. just a plain number, not a currency.
Configuring date formats, number formats, and currencies
Different countries have different standard formats for numbers and dates. Under the Account settings, you can configure the date and number format to match your local standards.
The Date Format menu contains the most common date formats:
When you pick a date format, the selected format will be applied to all the charts in the account. The Number Format menu contains the most common number formats:
When you choose a number format, it will be applied to all the charts in the account.
You can specify a currency under the Chart settings if your data represents monetary values:
When a currency is selected, the associated currency symbol is shown in front of the numbers. Here’s an example line chart with the currency set to US Dollar ($) to represent the amount in USD. Both the number at the top left and the tooltip display the selected currency symbol.
The currency setting is a chart-specific feature. In the chart settings, you can specify which metrics are currencies. If your numbers represent a currency, you can make it more explicit by displaying it as the currency. The default for a numeric field is Number i.e. just a plain number, not a currency.
Adjusting the rolling window size in the line charts
When displaying data as a line chart, a sliding window is used to smooth away the daily fluctuations so that you can see the trend from the noise. The rolling window size is configurable in the chart settings:
If you select 1 day rolling window, each point in the horizontal axis displays the number of items (e.g., tasks created or tasks completed) per day. With 7 day rolling window, each point in the horizontal axis displays the sum (or average, depending on what metrics were selected) over the previous seven day period.
Here’s an example chart with 30 days rolling window. When you hover the mouse over the chart, the tooltip shows the values for the previous 30 days period.
The longer the rolling window, the less variation there is in values, creating a smoother trend line. With smaller window sizes, you can see more details, but the overall trend may get distorted by the daily fluctuations.
Adjusting the rolling window size in the line charts
When displaying data as a line chart, a sliding window is used to smooth away the daily fluctuations so that you can see the trend from the noise. The rolling window size is configurable in the chart settings:
If you select 1 day rolling window, each point in the horizontal axis displays the number of items (e.g., tasks created or tasks completed) per day. With 7 day rolling window, each point in the horizontal axis displays the sum (or average, depending on what metrics were selected) over the previous seven day period.
Here’s an example chart with 30 days rolling window. When you hover the mouse over the chart, the tooltip shows the values for the previous 30 days period.
The longer the rolling window, the less variation there is in values, creating a smoother trend line. With smaller window sizes, you can see more details, but the overall trend may get distorted by the daily fluctuations.
Configuring summaries in tables and lists
The Table chart aggregates the task data into sums, averages, and other statistics. Each row in a table chart is a segment such as label, epic, assignee, or a project. The Task list chart allows for creating lists. Each row in the Task list is an item (task, ticket, issue). You can select any item properties to be shown in the columns. Both of these chart types come with a configurable summary row.
By default, the Task list chart does not include a summary. To enable the summary row, visit Chart settings (behind the three dots menu) and use the toggle Show summary row to enable the summary row for the chart:
In the Chart settings, you can configure the type of summary for each column to be either sum, average, or median. If you select None, no summary is displayed.
The summary menus are shown for each column that contains numerical or timing data.
Once you have saved the settings, the chart starts displaying a summary row at the bottom:
If you have added numerical columns to your reports, such as estimates or story points, or financial data, like budgets and costs, you can use the summary row to display the totals for the selected columns.
The Table chart also comes with a summary row that displays the sum, average, or median for each column. You can configure the summary type in the chart settings:
Here’s an example Table chart with the summary row:
Unlike in the Task list chart, the summary row in the Table chart is fixed, and there is no setting to toggle it on or off. However, you can configure each column separately. if you select None, no summary is displayed for that column.
Configuring summaries in tables and lists
The Table chart aggregates the task data into sums, averages, and other statistics. Each row in a table chart is a segment such as label, epic, assignee, or a project. The Task list chart allows for creating lists. Each row in the Task list is an item (task, ticket, issue). You can select any item properties to be shown in the columns. Both of these chart types come with a configurable summary row.
By default, the Task list chart does not include a summary. To enable the summary row, visit Chart settings (behind the three dots menu) and use the toggle Show summary row to enable the summary row for the chart:
In the Chart settings, you can configure the type of summary for each column to be either sum, average, or median. If you select None, no summary is displayed.
The summary menus are shown for each column that contains numerical or timing data.
Once you have saved the settings, the chart starts displaying a summary row at the bottom:
If you have added numerical columns to your reports, such as estimates or story points, or financial data, like budgets and costs, you can use the summary row to display the totals for the selected columns.
The Table chart also comes with a summary row that displays the sum, average, or median for each column. You can configure the summary type in the chart settings:
Here’s an example Table chart with the summary row:
Unlike in the Task list chart, the summary row in the Table chart is fixed, and there is no setting to toggle it on or off. However, you can configure each column separately. if you select None, no summary is displayed for that column.
Adjusting the colors of the chart
Go to the Chart settings and scroll to the bottom of the page. In the Display names section, you’ll see a colored circle next to each metric, displaying the currently selected color for that metric. When you click the circle, a modal window opens, allowing you to pick a color from a palette.
Notice that some charts (such as the stacked bar chart) have auto-generated colors based on the selected grouping, and therefore, the color selection is not available for them.
Adjusting the colors of the chart
Go to the Chart settings and scroll to the bottom of the page. In the Display names section, you’ll see a colored circle next to each metric, displaying the currently selected color for that metric. When you click the circle, a modal window opens, allowing you to pick a color from a palette.
Notice that some charts (such as the stacked bar chart) have auto-generated colors based on the selected grouping, and therefore, the color selection is not available for them.
Switching to the dark mode
If you need to place a chart into a dark background, or you just prefer your UI as dark, we’ve got you covered! In the chart settings, you’ll find the Dark mode slider
When you click the slider, the chart switches to the dark mode:
Switching to the dark mode
If you need to place a chart into a dark background, or you just prefer your UI as dark, we’ve got you covered! In the chart settings, you’ll find the Dark mode slider
When you click the slider, the chart switches to the dark mode:
Learn more
Learn more
FAQ
Common questions
When installing the Marketplace add-on:
You get Screenful embedded within your JIRA UI (but you can also use it as a web app)
Any user in your Jira instance can join the Screenful account without an invitation
You will be billed by Atlassian instead of Screenful
The pricing is according to the number of users in your Jira instance
There is no single-sign-on option
When deploying as a SaaS service via the Screenful website:
You use Screenful as a standalone web app, not embedded within the Jira UI
Each user must be invited to log in to Screenful (you can choose who gets access)
You will be billed by Screenful instead of Atlassian. Prices are according to the pricing page.
Single-sign-on is available as an add-on in every plan
You can learn more about the deployment options from this article.
When installing the Marketplace add-on:
You get Screenful embedded within your JIRA UI (but you can also use it as a web app)
Any user in your Jira instance can join the Screenful account without an invitation
You will be billed by Atlassian instead of Screenful
The pricing is according to the number of users in your Jira instance
There is no single-sign-on option
When deploying as a SaaS service via the Screenful website:
You use Screenful as a standalone web app, not embedded within the Jira UI
Each user must be invited to log in to Screenful (you can choose who gets access)
You will be billed by Screenful instead of Atlassian. Prices are according to the pricing page.
Single-sign-on is available as an add-on in every plan
You can learn more about the deployment options from this article.
A data source is a Jira board. The pricing is based on the number of boards you explicitly import to Screenful, not the total number of boards in your Jira instance. 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 Jira board. The pricing is based on the number of boards you explicitly import to Screenful, not the total number of boards in your Jira instance. 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.
Yes as long as there’s a Jira Software instance available in addition to the Jira Service Management. Here’s a step-by-step guide for importing Jira Service Management projects.
Yes as long as there’s a Jira Software instance available in addition to the Jira Service Management. Here’s a step-by-step guide for importing Jira Service Management projects.
Yes as long as there’s a Jira Software instance available in addition to the Jira Work Management. Here’s a step-by-step guide for importing Jira Work Management projects.
Yes as long as there’s a Jira Software instance available in addition to the Jira Work Management. Here’s a step-by-step guide for importing Jira Work Management projects.
Yes as long as there’s a Jira Software instance available in addition to the Jira Product Discovery. Here’s a step-by-step guide for importing Jira Product Discovery projects.
Yes as long as there’s a Jira Software instance available in addition to the Jira Product Discovery. Here’s a step-by-step guide for importing Jira Product Discovery projects.
With Screenful, you can get reports of the current sprint or any of your previous sprints in Jira. You can aggregate sprint data across multiple boards into one chart. You can learn more from this guide for tracking Jira sprints.
With Screenful, you can get reports of the current sprint or any of your previous sprints in Jira. You can aggregate sprint data across multiple boards into one chart. You can learn more from this guide for tracking Jira sprints.
You can invite colleagues by sending them an invitation.
If you have installed Screenful via the Atlassian Marketplace, your colleagues can join by simply clicking on the Screenful app link within the Jira UI (see the “Apps” menu on the top navigation). They will be prompted to signup after which they will join the account created by you. Initially they have “Member” status and can access all the Screenful features. You can change their status in the Account settings.
You can invite colleagues by sending them an invitation.
If you have installed Screenful via the Atlassian Marketplace, your colleagues can join by simply clicking on the Screenful app link within the Jira UI (see the “Apps” menu on the top navigation). They will be prompted to signup after which they will join the account created by you. Initially they have “Member” status and can access all the Screenful features. You can change their status in the Account settings.
Yes, you can filter charts based on due dates or by status such as overdue. You can also track the amount of work planned for the future using the Planned work chart. Learn more about setting up the chart for Jira.
Yes, you can filter charts based on due dates or by status such as overdue. You can also track the amount of work planned for the future using the Planned work chart. Learn more about setting up the chart for Jira.
The timings are based on your workflow settings. You can learn more from the Lead Time FAQ.
The timings are based on your workflow settings. You can learn more from the Lead Time FAQ.
If you have installed Screenful via the Atlassian Marketplace, others will also see the Screenful link in the Jira UI, and when they click it, they are shown the signup form. So you don't have to send invitation emails in order to invite colleagues, although you can do that as well. When they fill out the form, they will be added to your Screenful account. You can adjust their role and permissions at Account-->Manage Users.
If you have installed Screenful via the Atlassian Marketplace, others will also see the Screenful link in the Jira UI, and when they click it, they are shown the signup form. So you don't have to send invitation emails in order to invite colleagues, although you can do that as well. When they fill out the form, they will be added to your Screenful account. You can adjust their role and permissions at Account-->Manage Users.
Screenful stores data outside Jira so a mechanism for authentication and authorisation is needed. Screenful can always be used in stand-alone mode, just browse to app.screenful.me and log in with your Screenful credentials.
Screenful stores data outside Jira so a mechanism for authentication and authorisation is needed. Screenful can always be used in stand-alone mode, just browse to app.screenful.me and log in with your Screenful credentials.
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
When installing the Marketplace add-on:
You get Screenful embedded within your JIRA UI (but you can also use it as a web app)
Any user in your Jira instance can join the Screenful account without an invitation
You will be billed by Atlassian instead of Screenful
The pricing is according to the number of users in your Jira instance
There is no single-sign-on option
When deploying as a SaaS service via the Screenful website:
You use Screenful as a standalone web app, not embedded within the Jira UI
Each user must be invited to log in to Screenful (you can choose who gets access)
You will be billed by Screenful instead of Atlassian. Prices are according to the pricing page.
Single-sign-on is available as an add-on in every plan
You can learn more about the deployment options from this article.
When installing the Marketplace add-on:
You get Screenful embedded within your JIRA UI (but you can also use it as a web app)
Any user in your Jira instance can join the Screenful account without an invitation
You will be billed by Atlassian instead of Screenful
The pricing is according to the number of users in your Jira instance
There is no single-sign-on option
When deploying as a SaaS service via the Screenful website:
You use Screenful as a standalone web app, not embedded within the Jira UI
Each user must be invited to log in to Screenful (you can choose who gets access)
You will be billed by Screenful instead of Atlassian. Prices are according to the pricing page.
Single-sign-on is available as an add-on in every plan
You can learn more about the deployment options from this article.
A data source is a Jira board. The pricing is based on the number of boards you explicitly import to Screenful, not the total number of boards in your Jira instance. 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 Jira board. The pricing is based on the number of boards you explicitly import to Screenful, not the total number of boards in your Jira instance. 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.
Yes as long as there’s a Jira Software instance available in addition to the Jira Service Management. Here’s a step-by-step guide for importing Jira Service Management projects.
Yes as long as there’s a Jira Software instance available in addition to the Jira Service Management. Here’s a step-by-step guide for importing Jira Service Management projects.
Yes as long as there’s a Jira Software instance available in addition to the Jira Work Management. Here’s a step-by-step guide for importing Jira Work Management projects.
Yes as long as there’s a Jira Software instance available in addition to the Jira Work Management. Here’s a step-by-step guide for importing Jira Work Management projects.
Yes as long as there’s a Jira Software instance available in addition to the Jira Product Discovery. Here’s a step-by-step guide for importing Jira Product Discovery projects.
Yes as long as there’s a Jira Software instance available in addition to the Jira Product Discovery. Here’s a step-by-step guide for importing Jira Product Discovery projects.
With Screenful, you can get reports of the current sprint or any of your previous sprints in Jira. You can aggregate sprint data across multiple boards into one chart. You can learn more from this guide for tracking Jira sprints.
With Screenful, you can get reports of the current sprint or any of your previous sprints in Jira. You can aggregate sprint data across multiple boards into one chart. You can learn more from this guide for tracking Jira sprints.
You can invite colleagues by sending them an invitation.
If you have installed Screenful via the Atlassian Marketplace, your colleagues can join by simply clicking on the Screenful app link within the Jira UI (see the “Apps” menu on the top navigation). They will be prompted to signup after which they will join the account created by you. Initially they have “Member” status and can access all the Screenful features. You can change their status in the Account settings.
You can invite colleagues by sending them an invitation.
If you have installed Screenful via the Atlassian Marketplace, your colleagues can join by simply clicking on the Screenful app link within the Jira UI (see the “Apps” menu on the top navigation). They will be prompted to signup after which they will join the account created by you. Initially they have “Member” status and can access all the Screenful features. You can change their status in the Account settings.
Yes, you can filter charts based on due dates or by status such as overdue. You can also track the amount of work planned for the future using the Planned work chart. Learn more about setting up the chart for Jira.
Yes, you can filter charts based on due dates or by status such as overdue. You can also track the amount of work planned for the future using the Planned work chart. Learn more about setting up the chart for Jira.
The timings are based on your workflow settings. You can learn more from the Lead Time FAQ.
The timings are based on your workflow settings. You can learn more from the Lead Time FAQ.
If you have installed Screenful via the Atlassian Marketplace, others will also see the Screenful link in the Jira UI, and when they click it, they are shown the signup form. So you don't have to send invitation emails in order to invite colleagues, although you can do that as well. When they fill out the form, they will be added to your Screenful account. You can adjust their role and permissions at Account-->Manage Users.
If you have installed Screenful via the Atlassian Marketplace, others will also see the Screenful link in the Jira UI, and when they click it, they are shown the signup form. So you don't have to send invitation emails in order to invite colleagues, although you can do that as well. When they fill out the form, they will be added to your Screenful account. You can adjust their role and permissions at Account-->Manage Users.
Screenful stores data outside Jira so a mechanism for authentication and authorisation is needed. Screenful can always be used in stand-alone mode, just browse to app.screenful.me and log in with your Screenful credentials.
Screenful stores data outside Jira so a mechanism for authentication and authorisation is needed. Screenful can always be used in stand-alone mode, just browse to app.screenful.me and log in with your Screenful credentials.
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
If the Jira board you are looking for is not visible in the data source creation wizard, the most common reasons are the following:
1 You have entered an incorrect URL. To authorise access to the Jira API, you need to provide the base URL of your Jira instance. If you're a Jira Cloud user, the base URL is the part that ends in atlassian.net e.g. https://mycompany.atlassian.net. Once authorized, you get to select the individual board.
2 The user you’re using to authorize the connection does not have access to that board. If you’ve installed Screenful from the Atlassian Marketplace, check this guide. If you’ve installed Screenful as a stand-alone web app via the Screenful website, start from here.
3 The boards you are looking for are not standard Jira software boards that can be imported. See the following guides for importing Jira Service Management projects, Jira Work Management projects, or Jira Product Discovery projects.
If the Jira board you are looking for is not visible in the data source creation wizard, the most common reasons are the following:
1 You have entered an incorrect URL. To authorise access to the Jira API, you need to provide the base URL of your Jira instance. If you're a Jira Cloud user, the base URL is the part that ends in atlassian.net e.g. https://mycompany.atlassian.net. Once authorized, you get to select the individual board.
2 The user you’re using to authorize the connection does not have access to that board. If you’ve installed Screenful from the Atlassian Marketplace, check this guide. If you’ve installed Screenful as a stand-alone web app via the Screenful website, start from here.
3 The boards you are looking for are not standard Jira software boards that can be imported. See the following guides for importing Jira Service Management projects, Jira Work Management projects, or Jira Product Discovery projects.
If you’re connecting to Jira cloud you need to create and use an API token, but if you’re running Jira Server use your password. Read more here. If you’re trying to connect Jira Service Desk head this way.
If you’re connecting to Jira cloud you need to create and use an API token, but if you’re running Jira Server use your password. Read more here. If you’re trying to connect Jira Service Desk head this way.
Jira sprint reports exclude sub-tasks. You can set a filter to match this. Note that the Jira sprint report data is not available from the Jira API, which may also lead to small discrepancies.
Jira sprint reports exclude sub-tasks. You can set a filter to match this. Note that the Jira sprint report data is not available from the Jira API, which may also lead to small discrepancies.
1. Go to Settings ► Integrations ► Jira
2. Click on the "Disable integrations" button
3. Enter the new credentials and click on "Connect" button
1. Go to Settings ► Integrations ► Jira
2. Click on the "Disable integrations" button
3. Enter the new credentials and click on "Connect" button
Here's are step-by-step instructions for authorising access to the Jira API and for setting permissions for the Jira Cloud add-on
Here's are step-by-step instructions for authorising access to the Jira API and for setting permissions for the Jira Cloud add-on
You'd need to close your account at (Account->Billing tab) first before signing up to another account using the same email address. You can't attach an existing Screenful account to the Marketplace add-on, unfortunately.
You'd need to close your account at (Account->Billing tab) first before signing up to another account using the same email address. You can't attach an existing Screenful account to the Marketplace add-on, unfortunately.
I installed your marketplace add-on but can’t create data sources because of an authorization failure
Reinstalling the add-on might help in this case. You need to stop the trial first, and then uninstall the add-on. After that, you can install it again and continue with your trial.
Reinstalling the add-on might help in this case. You need to stop the trial first, and then uninstall the add-on. After that, you can install it again and continue with your trial.
If you try to install the add-on with a direct link you may get an error message like “Add-on key is invalid”. Most likely this means that you’re not logged in to Jira with sufficient administrator privileges to install add-ons. Check your permissions or cantact your Jira admin.
If you try to install the add-on with a direct link you may get an error message like “Add-on key is invalid”. Most likely this means that you’re not logged in to Jira with sufficient administrator privileges to install add-ons. Check your permissions or cantact your Jira admin.
Two common scenarios could cause the difference. First, if any Jira columns are excluded in Screenful workflow settings, issues from those Jira columns won't be imported to Screenful. In addition, if there are Jira statuses that are not mapped to any Jira column in the Jira board configuration view, issues with those statuses are not imported to Screenful.
Two common scenarios could cause the difference. First, if any Jira columns are excluded in Screenful workflow settings, issues from those Jira columns won't be imported to Screenful. In addition, if there are Jira statuses that are not mapped to any Jira column in the Jira board configuration view, issues with those statuses are not imported to Screenful.
A firewall maybe blocking Screenful from accessing your Jira API. You need to enable access.
A firewall maybe blocking Screenful from accessing your Jira API. You need to enable access.
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
If the Jira board you are looking for is not visible in the data source creation wizard, the most common reasons are the following:
1 You have entered an incorrect URL. To authorise access to the Jira API, you need to provide the base URL of your Jira instance. If you're a Jira Cloud user, the base URL is the part that ends in atlassian.net e.g. https://mycompany.atlassian.net. Once authorized, you get to select the individual board.
2 The user you’re using to authorize the connection does not have access to that board. If you’ve installed Screenful from the Atlassian Marketplace, check this guide. If you’ve installed Screenful as a stand-alone web app via the Screenful website, start from here.
3 The boards you are looking for are not standard Jira software boards that can be imported. See the following guides for importing Jira Service Management projects, Jira Work Management projects, or Jira Product Discovery projects.
If the Jira board you are looking for is not visible in the data source creation wizard, the most common reasons are the following:
1 You have entered an incorrect URL. To authorise access to the Jira API, you need to provide the base URL of your Jira instance. If you're a Jira Cloud user, the base URL is the part that ends in atlassian.net e.g. https://mycompany.atlassian.net. Once authorized, you get to select the individual board.
2 The user you’re using to authorize the connection does not have access to that board. If you’ve installed Screenful from the Atlassian Marketplace, check this guide. If you’ve installed Screenful as a stand-alone web app via the Screenful website, start from here.
3 The boards you are looking for are not standard Jira software boards that can be imported. See the following guides for importing Jira Service Management projects, Jira Work Management projects, or Jira Product Discovery projects.
If you’re connecting to Jira cloud you need to create and use an API token, but if you’re running Jira Server use your password. Read more here. If you’re trying to connect Jira Service Desk head this way.
If you’re connecting to Jira cloud you need to create and use an API token, but if you’re running Jira Server use your password. Read more here. If you’re trying to connect Jira Service Desk head this way.
Jira sprint reports exclude sub-tasks. You can set a filter to match this. Note that the Jira sprint report data is not available from the Jira API, which may also lead to small discrepancies.
Jira sprint reports exclude sub-tasks. You can set a filter to match this. Note that the Jira sprint report data is not available from the Jira API, which may also lead to small discrepancies.
1. Go to Settings ► Integrations ► Jira
2. Click on the "Disable integrations" button
3. Enter the new credentials and click on "Connect" button
1. Go to Settings ► Integrations ► Jira
2. Click on the "Disable integrations" button
3. Enter the new credentials and click on "Connect" button
Here's are step-by-step instructions for authorising access to the Jira API and for setting permissions for the Jira Cloud add-on
Here's are step-by-step instructions for authorising access to the Jira API and for setting permissions for the Jira Cloud add-on
You'd need to close your account at (Account->Billing tab) first before signing up to another account using the same email address. You can't attach an existing Screenful account to the Marketplace add-on, unfortunately.
You'd need to close your account at (Account->Billing tab) first before signing up to another account using the same email address. You can't attach an existing Screenful account to the Marketplace add-on, unfortunately.
I installed your marketplace add-on but can’t create data sources because of an authorization failure
Reinstalling the add-on might help in this case. You need to stop the trial first, and then uninstall the add-on. After that, you can install it again and continue with your trial.
Reinstalling the add-on might help in this case. You need to stop the trial first, and then uninstall the add-on. After that, you can install it again and continue with your trial.
If you try to install the add-on with a direct link you may get an error message like “Add-on key is invalid”. Most likely this means that you’re not logged in to Jira with sufficient administrator privileges to install add-ons. Check your permissions or cantact your Jira admin.
If you try to install the add-on with a direct link you may get an error message like “Add-on key is invalid”. Most likely this means that you’re not logged in to Jira with sufficient administrator privileges to install add-ons. Check your permissions or cantact your Jira admin.
Two common scenarios could cause the difference. First, if any Jira columns are excluded in Screenful workflow settings, issues from those Jira columns won't be imported to Screenful. In addition, if there are Jira statuses that are not mapped to any Jira column in the Jira board configuration view, issues with those statuses are not imported to Screenful.
Two common scenarios could cause the difference. First, if any Jira columns are excluded in Screenful workflow settings, issues from those Jira columns won't be imported to Screenful. In addition, if there are Jira statuses that are not mapped to any Jira column in the Jira board configuration view, issues with those statuses are not imported to Screenful.
A firewall maybe blocking Screenful from accessing your Jira API. You need to enable access.
A firewall maybe blocking Screenful from accessing your Jira API. You need to enable access.
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.