Chart editor guide
Chart editor guide
You can create custom charts from monday.com using the chart editor. You can select items to track based on any of the columns on your board, including Status columns, Date columns, or Timeline columns.
See also these related resources
Selecting items for a chart
Creating charts using different monday.com column types
monday.com units, metrics, and properties
Screenful Knowledge base
In this guide, we'll guide you through the steps of creating custom charts using one or more monday.com boards as data sources.
You can create custom charts from monday.com using the chart editor. You can select items to track based on any of the columns on your board, including Status columns, Date columns, or Timeline columns.
See also these related resources
Selecting items for a chart
Creating charts using different monday.com column types
monday.com units, metrics, and properties
Screenful Knowledge base
In this guide, we'll guide you through the steps of creating custom charts using one or more monday.com boards as data sources.
You can create custom charts from monday.com using the chart editor. You can select items to track based on any of the columns on your board, including Status columns, Date columns, or Timeline columns.
See also these related resources
Selecting items for a chart
Creating charts using different monday.com column types
monday.com units, metrics, and properties
Screenful Knowledge base
In this guide, we'll guide you through the steps of creating custom charts using one or more monday.com boards as data sources.
Select the chart type
You can select the chart type from the Chart type menu:
You can learn more about the available charts on the Charts Tour.
Select the chart type
You can select the chart type from the Chart type menu:
You can learn more about the available charts on the Charts Tour.
Select the data sources (Monday boards)
In the Data sources menu, you can select one or more Monday boards to be used as data sources in the chart:
You can select multiple items from this menu by first picking one, then picking another one, and so on. The list contains the boards that you have imported to Screenful.
You can import more boards by selecting Data sources from the main menu:
Select the data sources (Monday boards)
In the Data sources menu, you can select one or more Monday boards to be used as data sources in the chart:
You can select multiple items from this menu by first picking one, then picking another one, and so on. The list contains the boards that you have imported to Screenful.
You can import more boards by selecting Data sources from the main menu:
Select the unit for the chart
You can select the unit for the chart from the Unit menu. The default selection is Items, which shows the counts as the number of items:
You can change the unit to something else depending on what columns your boards contain:
The selected unit affects the chart as follows:
Items -> Chart shows the count of items (e.g. completed items within a date range).
Time in state -> Chart shows timing data e.g. time in progress, lead time, cycle time.
Custom fields -> These are your Numbers columns and Formula columns.
Time tracking fields -> When selected, the chart reflects the time logged into a time tracking column.
Select the unit for the chart
You can select the unit for the chart from the Unit menu. The default selection is Items, which shows the counts as the number of items:
You can change the unit to something else depending on what columns your boards contain:
The selected unit affects the chart as follows:
Items -> Chart shows the count of items (e.g. completed items within a date range).
Time in state -> Chart shows timing data e.g. time in progress, lead time, cycle time.
Custom fields -> These are your Numbers columns and Formula columns.
Time tracking fields -> When selected, the chart reflects the time logged into a time tracking column.
Select the metric for the chart
Once you have selected the unit for the chart, the next step is to choose the metric:
Pay attention to this step, as picking the wrong metric can produce undesired results. Some of these metrics require a date range, while others don't. The first three metrics show the current state, and therefore, there is no date range involved:
When you select a metric that requires a date range, the date range menu appears automatically:
The selected metric is reflected in the chart as below:
Total -> The total amount of the selected unit in the selected data sources
Not started & In progress -> The amount of selected unit not completed, according to the workflow settings
In progress -> The amount of selected unit in progress, according to the workflow settings
Created (within date range) -> How much of the selected unit was created within the date range
Completed (within date range) -> How much of the selected unit was completed within the date range
At the bottom of the menu you have your custom Date columns:
When you select a Date column as the metrics, the date range menu appears. The selected date range will then be applied to the selected Date column. You can learn more about creating charts using date column.
Select the metric for the chart
Once you have selected the unit for the chart, the next step is to choose the metric:
Pay attention to this step, as picking the wrong metric can produce undesired results. Some of these metrics require a date range, while others don't. The first three metrics show the current state, and therefore, there is no date range involved:
When you select a metric that requires a date range, the date range menu appears automatically:
The selected metric is reflected in the chart as below:
Total -> The total amount of the selected unit in the selected data sources
Not started & In progress -> The amount of selected unit not completed, according to the workflow settings
In progress -> The amount of selected unit in progress, according to the workflow settings
Created (within date range) -> How much of the selected unit was created within the date range
Completed (within date range) -> How much of the selected unit was completed within the date range
At the bottom of the menu you have your custom Date columns:
When you select a Date column as the metrics, the date range menu appears. The selected date range will then be applied to the selected Date column. You can learn more about creating charts using date column.
Select grouping
If the selected chart type supports grouping, the Group by menu allows the selection of the grouping criteria. Topmost in the list are the standard fields, available for all Monday data sources:
In the mid-section, you'll have the time-based grouping options: day, week, month, and quarter:
At the bottom of the menu, you'll find your custom columns:
These include all your drop-down columns and Status columns. You can group by any select or multiselect columns such as Tags, People, Country, or Location.
If you want to group & filter by Text fields, you can adjust the default field mapping.
Select grouping
If the selected chart type supports grouping, the Group by menu allows the selection of the grouping criteria. Topmost in the list are the standard fields, available for all Monday data sources:
In the mid-section, you'll have the time-based grouping options: day, week, month, and quarter:
At the bottom of the menu, you'll find your custom columns:
These include all your drop-down columns and Status columns. You can group by any select or multiselect columns such as Tags, People, Country, or Location.
If you want to group & filter by Text fields, you can adjust the default field mapping.
Learn more
Learn more
FAQ
Common questions
One data source is one monday.com board. The pricing is based on the number of boards you explicitly import to Screenful, not the total number of boards in Monday. 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.
One data source is one monday.com board. The pricing is based on the number of boards you explicitly import to Screenful, not the total number of boards in Monday. You can compare plans on the pricing page.
You can import data sources from all the tools we support in the same Screenful account. Learn more about managing data sources.
You can launch Screenful inside the Monday board by adding a new board view. Alternatively, you can use Screenful as a standalone web app by logging in at https://screenful.com/login/
See also: Comparing analytics and reporting options for monday.com
You can launch Screenful inside the Monday board by adding a new board view. Alternatively, you can use Screenful as a standalone web app by logging in at https://screenful.com/login/
See also: Comparing analytics and reporting options for monday.com
You can use Screenful with monday.com desktop app but you won't be able to import any data source because the authorization doesn't work in the desktop app. Therefore, when installing Screenful for the first time, you should not use the desktop app because setting up Screenful requires importing data sources. Therefore, you should do the initial setup using the monday.com web app. Once you've successfully imported the data sources, you can use Screenful with the monday.com desktop app for creating charts and reports.
You can use Screenful with monday.com desktop app but you won't be able to import any data source because the authorization doesn't work in the desktop app. Therefore, when installing Screenful for the first time, you should not use the desktop app because setting up Screenful requires importing data sources. Therefore, you should do the initial setup using the monday.com web app. Once you've successfully imported the data sources, you can use Screenful with the monday.com desktop app for creating charts and reports.
Yes, we support all available column types. Learn more from the Monday columns guide. Here's a complete list of units, metrics, and properties available for charts.
Yes, we support all available column types. Learn more from the Monday columns guide. Here's a complete list of units, metrics, and properties available for charts.
Yes, we do support the monday Sales CRM in our reporting. You can learn more from this article.
Yes, we do support the monday Sales CRM in our reporting. You can learn more from this article.
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.
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 monday.com.
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 monday.com.
Yes, you can use the formula column as a unit in the charts. All formula columns are automatically imported. However, to make them available as a unit, you must ensure that the field is mapped to a unit in the custom fields mapping. Once it is mapped, it will be available in the unit menus. You can learn more from this guide.
Yes, you can use the formula column as a unit in the charts. All formula columns are automatically imported. However, to make them available as a unit, you must ensure that the field is mapped to a unit in the custom fields mapping. Once it is mapped, it will be available in the unit menus. You can learn more from this guide.
Archived tasks are treated differently depending on whether they are completed or not. Completed tasks are still considered completed even if they are archived. Tasks that are archived before they were completed are considered removed.
Archived tasks are treated differently depending on whether they are completed or not. Completed tasks are still considered completed even if they are archived. Tasks that are archived before they were completed are considered removed.
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 how-to 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 how-to and video tutorials, or get in touch by emailing support@screenful.com
FAQ
Common questions
One data source is one monday.com board. The pricing is based on the number of boards you explicitly import to Screenful, not the total number of boards in Monday. 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.
One data source is one monday.com board. The pricing is based on the number of boards you explicitly import to Screenful, not the total number of boards in Monday. You can compare plans on the pricing page.
You can import data sources from all the tools we support in the same Screenful account. Learn more about managing data sources.
You can launch Screenful inside the Monday board by adding a new board view. Alternatively, you can use Screenful as a standalone web app by logging in at https://screenful.com/login/
See also: Comparing analytics and reporting options for monday.com
You can launch Screenful inside the Monday board by adding a new board view. Alternatively, you can use Screenful as a standalone web app by logging in at https://screenful.com/login/
See also: Comparing analytics and reporting options for monday.com
You can use Screenful with monday.com desktop app but you won't be able to import any data source because the authorization doesn't work in the desktop app. Therefore, when installing Screenful for the first time, you should not use the desktop app because setting up Screenful requires importing data sources. Therefore, you should do the initial setup using the monday.com web app. Once you've successfully imported the data sources, you can use Screenful with the monday.com desktop app for creating charts and reports.
You can use Screenful with monday.com desktop app but you won't be able to import any data source because the authorization doesn't work in the desktop app. Therefore, when installing Screenful for the first time, you should not use the desktop app because setting up Screenful requires importing data sources. Therefore, you should do the initial setup using the monday.com web app. Once you've successfully imported the data sources, you can use Screenful with the monday.com desktop app for creating charts and reports.
Yes, we support all available column types. Learn more from the Monday columns guide. Here's a complete list of units, metrics, and properties available for charts.
Yes, we support all available column types. Learn more from the Monday columns guide. Here's a complete list of units, metrics, and properties available for charts.
Yes, we do support the monday Sales CRM in our reporting. You can learn more from this article.
Yes, we do support the monday Sales CRM in our reporting. You can learn more from this article.
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.
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 monday.com.
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 monday.com.
Yes, you can use the formula column as a unit in the charts. All formula columns are automatically imported. However, to make them available as a unit, you must ensure that the field is mapped to a unit in the custom fields mapping. Once it is mapped, it will be available in the unit menus. You can learn more from this guide.
Yes, you can use the formula column as a unit in the charts. All formula columns are automatically imported. However, to make them available as a unit, you must ensure that the field is mapped to a unit in the custom fields mapping. Once it is mapped, it will be available in the unit menus. You can learn more from this guide.
Archived tasks are treated differently depending on whether they are completed or not. Completed tasks are still considered completed even if they are archived. Tasks that are archived before they were completed are considered removed.
Archived tasks are treated differently depending on whether they are completed or not. Completed tasks are still considered completed even if they are archived. Tasks that are archived before they were completed are considered removed.
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 how-to 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 how-to and video tutorials, or get in touch by emailing support@screenful.com
Troubleshooting
Some features may not work when using Screenful in monday.com desktop app. You won't be able to import data sources because the authorization doesn't work in the desktop app. Also, some links in the UI may not be clickable when using the desktop app. When using Screenful, there are these alternatives to the monday.com desktop app.
Log in to the monday.com web app instead of the desktop app
Log in to Screenful directly at https://screenful.com/login
Please let us know at support@screenful.com if you notice issues when using Screenful with the monday.com desktop app. We're happy to investigate and find workarounds so that you can use Screenful also with the desktop app.
Some features may not work when using Screenful in monday.com desktop app. You won't be able to import data sources because the authorization doesn't work in the desktop app. Also, some links in the UI may not be clickable when using the desktop app. When using Screenful, there are these alternatives to the monday.com desktop app.
Log in to the monday.com web app instead of the desktop app
Log in to Screenful directly at https://screenful.com/login
Please let us know at support@screenful.com if you notice issues when using Screenful with the monday.com desktop app. We're happy to investigate and find workarounds so that you can use Screenful also with the desktop app.
When you have authorized access to the Monday API, you'll see a list of boards you can select for importing. At the top, you have the workspace selection:
That menu contains all the workspaces to which this app has access. If a workspace is missing from this menu, you should adjust the access settings of this app on Monday side.
You can get this view by first clicking your avatar on the top right corner, then selecting Administration -> Apps, and then selecting Permissions from the three dots menu:
Alternatively, you can reinstall the app, which also allows re-selecting the workspaces. However, this will also disconnect the data sources, and you have to re-authorize them.
When you have authorized access to the Monday API, you'll see a list of boards you can select for importing. At the top, you have the workspace selection:
That menu contains all the workspaces to which this app has access. If a workspace is missing from this menu, you should adjust the access settings of this app on Monday side.
You can get this view by first clicking your avatar on the top right corner, then selecting Administration -> Apps, and then selecting Permissions from the three dots menu:
Alternatively, you can reinstall the app, which also allows re-selecting the workspaces. However, this will also disconnect the data sources, and you have to re-authorize them.
I have created automation to move items from one monday.com board to another. Will that mess up my stats?
If an item is moved from board A to board B, you will lose the data about the item movements in board A since the Monday API won’t return it anymore. To avoid losing data, consider these alternatives:
Add a delay before moving an item (see the guide for that). That leaves enough time for Screenful to register that the item was completed (sync runs once per hour)
Create a dedicated "Archived" group at the bottom of your board, and create an automation to move completed items to that group instead of another board.
If an item is moved from board A to board B, you will lose the data about the item movements in board A since the Monday API won’t return it anymore. To avoid losing data, consider these alternatives:
Add a delay before moving an item (see the guide for that). That leaves enough time for Screenful to register that the item was completed (sync runs once per hour)
Create a dedicated "Archived" group at the bottom of your board, and create an automation to move completed items to that group instead of another board.
I have installed the Screenful add-on to my monday.com account, but all I see is an empty page. What can I do?
If you see an empty page, or no data is loading at all, either of these might help:
Reinstall the Screenful add-on. Sometimes this allows Screenful to recover the lost connection to the Monday API.
Under Chrome's Settings > Privacy > Content Settings, there is the cookie setting to "Block sites from setting any data". If you have it checked, uncheck it, or try with another browser.
If you see an empty page, or no data is loading at all, either of these might help:
Reinstall the Screenful add-on. Sometimes this allows Screenful to recover the lost connection to the Monday API.
Under Chrome's Settings > Privacy > Content Settings, there is the cookie setting to "Block sites from setting any data". If you have it checked, uncheck it, or try with another browser.
If you can't progress in the step in which you need to select the Monday boards for importing, either of these may help:
Make sure you have enabled access to the correct workspaces.
If you’re using the Monday IP restrictions feature it will block access to the monday API, which the Screenful connector needs in order to fetch data. To enable Screenful whitelist the IP address 34.251.47.98 and contact support@screenful.com so we can finalize the configuration.
If you can't progress in the step in which you need to select the Monday boards for importing, either of these may help:
Make sure you have enabled access to the correct workspaces.
If you’re using the Monday IP restrictions feature it will block access to the monday API, which the Screenful connector needs in order to fetch data. To enable Screenful whitelist the IP address 34.251.47.98 and contact support@screenful.com so we can finalize the configuration.
Below are some typical reasons for charts not displaying the data you expect:
The chart shows data based on a different column than what you think. Learn more about selecting items for a chart.
Your data hasn't loaded yet. When the data sync process is in progress, a spinner icon is displayed at the top right of the UI. When you hover the mouse over the icon, you can see the progress.
You haven't imported sub-items as data sources. If you want to include subitems in your charts, you must add subitem data sources as well.
Your workflow mapping is not done correctly. You can learn more about workflow mapping from this guide. Notice that the items in the statuses mapped to Excluded won't be imported to Screenful.
Some of your items are archived. Monday API doesn't return archived items. When you import a data source, archived items won't be included. However, the completed items you archive after that will be kept in the stats.
You have an automation that moves the completed items to another board. Screenful sync runs once per hour. If the item is moved immediately after it was completed, Screenful does not register that the item was completed. You should add at least 2 hours of delay before moving the item to another board.
Your board is not connected. If a data source is not connected, you'll see a red notification on the top right of the UI. Click the notification icon to re-authorize the data source.
Below are some typical reasons for charts not displaying the data you expect:
The chart shows data based on a different column than what you think. Learn more about selecting items for a chart.
Your data hasn't loaded yet. When the data sync process is in progress, a spinner icon is displayed at the top right of the UI. When you hover the mouse over the icon, you can see the progress.
You haven't imported sub-items as data sources. If you want to include subitems in your charts, you must add subitem data sources as well.
Your workflow mapping is not done correctly. You can learn more about workflow mapping from this guide. Notice that the items in the statuses mapped to Excluded won't be imported to Screenful.
Some of your items are archived. Monday API doesn't return archived items. When you import a data source, archived items won't be included. However, the completed items you archive after that will be kept in the stats.
You have an automation that moves the completed items to another board. Screenful sync runs once per hour. If the item is moved immediately after it was completed, Screenful does not register that the item was completed. You should add at least 2 hours of delay before moving the item to another board.
Your board is not connected. If a data source is not connected, you'll see a red notification on the top right of the UI. Click the notification icon to re-authorize the data source.
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
Some features may not work when using Screenful in monday.com desktop app. You won't be able to import data sources because the authorization doesn't work in the desktop app. Also, some links in the UI may not be clickable when using the desktop app. When using Screenful, there are these alternatives to the monday.com desktop app.
Log in to the monday.com web app instead of the desktop app
Log in to Screenful directly at https://screenful.com/login
Please let us know at support@screenful.com if you notice issues when using Screenful with the monday.com desktop app. We're happy to investigate and find workarounds so that you can use Screenful also with the desktop app.
Some features may not work when using Screenful in monday.com desktop app. You won't be able to import data sources because the authorization doesn't work in the desktop app. Also, some links in the UI may not be clickable when using the desktop app. When using Screenful, there are these alternatives to the monday.com desktop app.
Log in to the monday.com web app instead of the desktop app
Log in to Screenful directly at https://screenful.com/login
Please let us know at support@screenful.com if you notice issues when using Screenful with the monday.com desktop app. We're happy to investigate and find workarounds so that you can use Screenful also with the desktop app.
When you have authorized access to the Monday API, you'll see a list of boards you can select for importing. At the top, you have the workspace selection:
That menu contains all the workspaces to which this app has access. If a workspace is missing from this menu, you should adjust the access settings of this app on Monday side.
You can get this view by first clicking your avatar on the top right corner, then selecting Administration -> Apps, and then selecting Permissions from the three dots menu:
Alternatively, you can reinstall the app, which also allows re-selecting the workspaces. However, this will also disconnect the data sources, and you have to re-authorize them.
When you have authorized access to the Monday API, you'll see a list of boards you can select for importing. At the top, you have the workspace selection:
That menu contains all the workspaces to which this app has access. If a workspace is missing from this menu, you should adjust the access settings of this app on Monday side.
You can get this view by first clicking your avatar on the top right corner, then selecting Administration -> Apps, and then selecting Permissions from the three dots menu:
Alternatively, you can reinstall the app, which also allows re-selecting the workspaces. However, this will also disconnect the data sources, and you have to re-authorize them.
I have created automation to move items from one monday.com board to another. Will that mess up my stats?
If an item is moved from board A to board B, you will lose the data about the item movements in board A since the Monday API won’t return it anymore. To avoid losing data, consider these alternatives:
Add a delay before moving an item (see the guide for that). That leaves enough time for Screenful to register that the item was completed (sync runs once per hour)
Create a dedicated "Archived" group at the bottom of your board, and create an automation to move completed items to that group instead of another board.
If an item is moved from board A to board B, you will lose the data about the item movements in board A since the Monday API won’t return it anymore. To avoid losing data, consider these alternatives:
Add a delay before moving an item (see the guide for that). That leaves enough time for Screenful to register that the item was completed (sync runs once per hour)
Create a dedicated "Archived" group at the bottom of your board, and create an automation to move completed items to that group instead of another board.
I have installed the Screenful add-on to my monday.com account, but all I see is an empty page. What can I do?
If you see an empty page, or no data is loading at all, either of these might help:
Reinstall the Screenful add-on. Sometimes this allows Screenful to recover the lost connection to the Monday API.
Under Chrome's Settings > Privacy > Content Settings, there is the cookie setting to "Block sites from setting any data". If you have it checked, uncheck it, or try with another browser.
If you see an empty page, or no data is loading at all, either of these might help:
Reinstall the Screenful add-on. Sometimes this allows Screenful to recover the lost connection to the Monday API.
Under Chrome's Settings > Privacy > Content Settings, there is the cookie setting to "Block sites from setting any data". If you have it checked, uncheck it, or try with another browser.
If you can't progress in the step in which you need to select the Monday boards for importing, either of these may help:
Make sure you have enabled access to the correct workspaces.
If you’re using the Monday IP restrictions feature it will block access to the monday API, which the Screenful connector needs in order to fetch data. To enable Screenful whitelist the IP address 34.251.47.98 and contact support@screenful.com so we can finalize the configuration.
If you can't progress in the step in which you need to select the Monday boards for importing, either of these may help:
Make sure you have enabled access to the correct workspaces.
If you’re using the Monday IP restrictions feature it will block access to the monday API, which the Screenful connector needs in order to fetch data. To enable Screenful whitelist the IP address 34.251.47.98 and contact support@screenful.com so we can finalize the configuration.
Below are some typical reasons for charts not displaying the data you expect:
The chart shows data based on a different column than what you think. Learn more about selecting items for a chart.
Your data hasn't loaded yet. When the data sync process is in progress, a spinner icon is displayed at the top right of the UI. When you hover the mouse over the icon, you can see the progress.
You haven't imported sub-items as data sources. If you want to include subitems in your charts, you must add subitem data sources as well.
Your workflow mapping is not done correctly. You can learn more about workflow mapping from this guide. Notice that the items in the statuses mapped to Excluded won't be imported to Screenful.
Some of your items are archived. Monday API doesn't return archived items. When you import a data source, archived items won't be included. However, the completed items you archive after that will be kept in the stats.
You have an automation that moves the completed items to another board. Screenful sync runs once per hour. If the item is moved immediately after it was completed, Screenful does not register that the item was completed. You should add at least 2 hours of delay before moving the item to another board.
Your board is not connected. If a data source is not connected, you'll see a red notification on the top right of the UI. Click the notification icon to re-authorize the data source.
Below are some typical reasons for charts not displaying the data you expect:
The chart shows data based on a different column than what you think. Learn more about selecting items for a chart.
Your data hasn't loaded yet. When the data sync process is in progress, a spinner icon is displayed at the top right of the UI. When you hover the mouse over the icon, you can see the progress.
You haven't imported sub-items as data sources. If you want to include subitems in your charts, you must add subitem data sources as well.
Your workflow mapping is not done correctly. You can learn more about workflow mapping from this guide. Notice that the items in the statuses mapped to Excluded won't be imported to Screenful.
Some of your items are archived. Monday API doesn't return archived items. When you import a data source, archived items won't be included. However, the completed items you archive after that will be kept in the stats.
You have an automation that moves the completed items to another board. Screenful sync runs once per hour. If the item is moved immediately after it was completed, Screenful does not register that the item was completed. You should add at least 2 hours of delay before moving the item to another board.
Your board is not connected. If a data source is not connected, you'll see a red notification on the top right of the UI. Click the notification icon to re-authorize the data source.
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.