Create charts using Jira custom fields
Create charts using Jira custom fields
This tutorial shows how to create charts using data from custom fields in Jira. How you can use them in charts depends on their type. For example, your number fields can be used as units, and your select fields can be used for grouping and filtering.
See also these related guides
Chart editor guide
Jira units, metrics, and properties
Screenful Knowledge base
When you add a new field to a Jira board, it is imported during the next data sync (the data is synced automatically once per hour, and you can trigger sync manually anytime in the integration settings).
This tutorial shows how to create charts using data from custom fields in Jira. How you can use them in charts depends on their type. For example, your number fields can be used as units, and your select fields can be used for grouping and filtering.
See also these related guides
Chart editor guide
Jira units, metrics, and properties
Screenful Knowledge base
When you add a new field to a Jira board, it is imported during the next data sync (the data is synced automatically once per hour, and you can trigger sync manually anytime in the integration settings).
This tutorial shows how to create charts using data from custom fields in Jira. How you can use them in charts depends on their type. For example, your number fields can be used as units, and your select fields can be used for grouping and filtering.
See also these related guides
Chart editor guide
Jira units, metrics, and properties
Screenful Knowledge base
When you add a new field to a Jira board, it is imported during the next data sync (the data is synced automatically once per hour, and you can trigger sync manually anytime in the integration settings).
Guide contents:
Guide contents:
Creating charts using Number field
Your Jira Number fields can be used as a unit of a chart. For example, if you have assigned estimates for tasks (e.g. hours or story points) using a custom number field, you can select it as a unit for a chart.
Screenful will automatically make numeric fields available in the Unit menu in the chart editor.
What if you have multiple number fields and want to have all of them in one chart? Let’s assume you want to compare the values of three different number fields over time. You can do that by adding them into a multibar chart. First, pick one of the custom fields as the unit for the chart. After that, use the Add custom field button to add the other two fields:
Here’s the final chart with three different metrics grouped by week:
If you have a single choice field that you'd like to use as a unit, you can change the default field mapping.
Creating charts using Number field
Your Jira Number fields can be used as a unit of a chart. For example, if you have assigned estimates for tasks (e.g. hours or story points) using a custom number field, you can select it as a unit for a chart.
Screenful will automatically make numeric fields available in the Unit menu in the chart editor.
What if you have multiple number fields and want to have all of them in one chart? Let’s assume you want to compare the values of three different number fields over time. You can do that by adding them into a multibar chart. First, pick one of the custom fields as the unit for the chart. After that, use the Add custom field button to add the other two fields:
Here’s the final chart with three different metrics grouped by week:
If you have a single choice field that you'd like to use as a unit, you can change the default field mapping.
Creating charts using Single choice or Multiple choice fields
Your Jira Single choice or Multiple choice fields can be used for grouping and filtering. The available fields are shown in the grouping and filtering menus. If you don't see your custom field in the list, you need to map it to group & filter in the custom fields mapping section.
The instructions here apply to all dropdown fields such as User picker, Group picker, Project picker, Version picker, Label, Reporter, Team field, Request type, or Organization.
When you are creating a chart that has a grouping option, you'll find all your select menus in the Group by menu;
When you want to filter the chart content, you'll find your select menus in the Filter window:
Here's a Stacked bar chart stacked by a single select field Component:
If you want to group & filter by Text fields, you can adjust the default field mapping.
Creating charts using Single choice or Multiple choice fields
Your Jira Single choice or Multiple choice fields can be used for grouping and filtering. The available fields are shown in the grouping and filtering menus. If you don't see your custom field in the list, you need to map it to group & filter in the custom fields mapping section.
The instructions here apply to all dropdown fields such as User picker, Group picker, Project picker, Version picker, Label, Reporter, Team field, Request type, or Organization.
When you are creating a chart that has a grouping option, you'll find all your select menus in the Group by menu;
When you want to filter the chart content, you'll find your select menus in the Filter window:
Here's a Stacked bar chart stacked by a single select field Component:
If you want to group & filter by Text fields, you can adjust the default field mapping.
Creating charts using Date field
Your custom Date fields can be used for selecting issues to a chart. Let's assume you have a custom date field Date completed on your board. You can create a chart that shows how many items have the date in the past by selecting by Date completed as the metric for the chart.
That will work the same way as if you had selected Completed (within date range), except that it will only look at the value in the date field. If the date is in the past, it is considered completed, regardless of the workflow state of that item.
Here's the resulting chart:
You can also create Task lists and filter them by custom date columns. Here's an example configuration for a Task list:
When you pick By Due date from the menu, the resulting task list contains items that have the date within the selected date range:
You can track any number field by any date field. You can pick a number field from the Unit menu:
In this example, I have selected Deal value as the unit and by Completion date as the metric for the chart. Here's the resulting chart:
The chart shows the deal value generated during the selected period based on the Completion date column.
Creating charts using Date field
Your custom Date fields can be used for selecting issues to a chart. Let's assume you have a custom date field Date completed on your board. You can create a chart that shows how many items have the date in the past by selecting by Date completed as the metric for the chart.
That will work the same way as if you had selected Completed (within date range), except that it will only look at the value in the date field. If the date is in the past, it is considered completed, regardless of the workflow state of that item.
Here's the resulting chart:
You can also create Task lists and filter them by custom date columns. Here's an example configuration for a Task list:
When you pick By Due date from the menu, the resulting task list contains items that have the date within the selected date range:
You can track any number field by any date field. You can pick a number field from the Unit menu:
In this example, I have selected Deal value as the unit and by Completion date as the metric for the chart. Here's the resulting chart:
The chart shows the deal value generated during the selected period based on the Completion date column.
Creating charts using Text field
Your Single-line or Multi-line Text fields can used as columns in a Task list chart, or for grouping and filtering. By default, they are mapped in Screenful to Text type, which means they can only be used as a column in a Task list. If you want to use your text fields for grouping and filtering, you can change the default mapping at Data Mapping->Custom Fields:
In this example, the Text field Hours Estimation is mapped to Text. Clicking the row opens it for editing:
Selecting Group & Filter from the menu enables using the field for grouping and filtering.
Creating charts using Text field
Your Single-line or Multi-line Text fields can used as columns in a Task list chart, or for grouping and filtering. By default, they are mapped in Screenful to Text type, which means they can only be used as a column in a Task list. If you want to use your text fields for grouping and filtering, you can change the default mapping at Data Mapping->Custom Fields:
In this example, the Text field Hours Estimation is mapped to Text. Clicking the row opens it for editing:
Selecting Group & Filter from the menu enables using the field for grouping and filtering.
Creating charts using Checkbox field
Your custom Checkbox is mapped in Screenful to Group & Filter type, which means they can be for grouping and filtering. They can also be used as a column in a Task list.
Here's the resulting chart:
If the checkbox is checked, the value true is shown. Otherwise, the value is empty.
Creating charts using Checkbox field
Your custom Checkbox is mapped in Screenful to Group & Filter type, which means they can be for grouping and filtering. They can also be used as a column in a Task list.
Here's the resulting chart:
If the checkbox is checked, the value true is shown. Otherwise, the value is empty.
Creating charts using Radiobutton field
Your custom Radiobutton field is mapped in Screenful to Group & Filter type, which means they can be for grouping and filtering. They can also be used as a column in a Task list.
Here's the resulting chart:
The value of the selected option is shown.
Creating charts using Radiobutton field
Your custom Radiobutton field is mapped in Screenful to Group & Filter type, which means they can be for grouping and filtering. They can also be used as a column in a Task list.
Here's the resulting chart:
The value of the selected option is shown.
Creating charts based on work logged (Time tracking)
To create a chart using time tracking data, click Add new chart in the Charts tab. Select the data sources for the chart. To create charts using the time tracking data, select Work logged from the Unit menu:
When a time tracking column is selected as the Unit, the Metric menu contains only one option: Total (all Time Tracking). Here’s an example configuration of a stacked bar chart that shows the total amount of hours logged per week by individual:
The Date range refers to when the hours were logged. Here’s the resulting chart:
You can create charts using time-tracking data from your top-level issues, subtasks, or both. You can choose between these options by setting a filter (use the filter Issue type).
You can create time reports by selecting Task list as the chart type. To see how many hours have been logged by team member by issue within a time period, select Work logged (within date range) from the menu:
Selecting it reveals a date range menu that allows you to narrow the results to items with time logged within the selected period.
Now the Work logged and Work logged (Time logged by) show the total time logged for tasks within the specified date range. You can use the filter feature to narrow the list to any subset of issues.
In the chart settings, you can configure a quick filter that will be shown at the top of the chart. If you set a quick filter for Time logged by (Actual time), you can easily filter the report to see each individual's timesheet.
In the chart settings, use the toggle to enable the quick filter. Clicking the toggle reveals the filter options. Select Time logged by (Work logged) from the list:
Once a quick filter is enabled, you can filter the list by any individual by picking a name from the menu:
Learn more: Creating reports using Jira time tracking field
Creating charts based on work logged (Time tracking)
To create a chart using time tracking data, click Add new chart in the Charts tab. Select the data sources for the chart. To create charts using the time tracking data, select Work logged from the Unit menu:
When a time tracking column is selected as the Unit, the Metric menu contains only one option: Total (all Time Tracking). Here’s an example configuration of a stacked bar chart that shows the total amount of hours logged per week by individual:
The Date range refers to when the hours were logged. Here’s the resulting chart:
You can create charts using time-tracking data from your top-level issues, subtasks, or both. You can choose between these options by setting a filter (use the filter Issue type).
You can create time reports by selecting Task list as the chart type. To see how many hours have been logged by team member by issue within a time period, select Work logged (within date range) from the menu:
Selecting it reveals a date range menu that allows you to narrow the results to items with time logged within the selected period.
Now the Work logged and Work logged (Time logged by) show the total time logged for tasks within the specified date range. You can use the filter feature to narrow the list to any subset of issues.
In the chart settings, you can configure a quick filter that will be shown at the top of the chart. If you set a quick filter for Time logged by (Actual time), you can easily filter the report to see each individual's timesheet.
In the chart settings, use the toggle to enable the quick filter. Clicking the toggle reveals the filter options. Select Time logged by (Work logged) from the list:
Once a quick filter is enabled, you can filter the list by any individual by picking a name from the menu:
Learn more: Creating reports using Jira time tracking field
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.