Chart editor guide
Chart editor guide
In this guide, we'll guide you through the steps of creating custom charts using one or more Trello boards as data sources.
See also these related resources
Creating charts using Trello custom fields
Trello units, metrics, and properties
Screenful Knowledge base
To create your first chart, go to the Charts tab, and click Add new chart. You'll be shown the chart editor that allows creating charts from the selected data sources.
In this guide, we'll guide you through the steps of creating custom charts using one or more Trello boards as data sources.
See also these related resources
Creating charts using Trello custom fields
Trello units, metrics, and properties
Screenful Knowledge base
To create your first chart, go to the Charts tab, and click Add new chart. You'll be shown the chart editor that allows creating charts from the selected data sources.
In this guide, we'll guide you through the steps of creating custom charts using one or more Trello boards as data sources.
See also these related resources
Creating charts using Trello custom fields
Trello units, metrics, and properties
Screenful Knowledge base
To create your first chart, go to the Charts tab, and click Add new chart. You'll be shown the chart editor that allows creating charts from the selected 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 (Trello boards)
In the Data sources menu, you can select one or more Trello 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 you have imported to Screenful.
You can import more boards by selecting Data sources from the main menu:
Select the data sources (Trello boards)
In the Data sources menu, you can select one or more Trello 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 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 Tasks, which shows the counts as the number of tasks:
You can change the unit to something else depending on what fields your boards contain:
The selected unit is reflected in the chart as follows:
Tasks -> Chart shows the count of tasks (e.g. completed tasks within a date range).
Card size -> Card size estimates (based on the free Card Size Power-Up).
Time in state -> Chart shows timing data e.g. time in progress, lead time, cycle time.
Custom fields -> These are your custom number fields mapped to a unit.
Select the unit for the chart
You can select the unit for the chart from the Unit menu. The default selection is Tasks, which shows the counts as the number of tasks:
You can change the unit to something else depending on what fields your boards contain:
The selected unit is reflected in the chart as follows:
Tasks -> Chart shows the count of tasks (e.g. completed tasks within a date range).
Card size -> Card size estimates (based on the free Card Size Power-Up).
Time in state -> Chart shows timing data e.g. time in progress, lead time, cycle time.
Custom fields -> These are your custom number fields mapped to a unit.
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 Date fields:
When you select a Date field as the metric, the date range menu appears. The selected date range will be applied to the selected Date field. You can learn more about creating charts using date field.
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 Date fields:
When you select a Date field as the metric, the date range menu appears. The selected date range will be applied to the selected Date field. You can learn more about creating charts using date field.
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 Trello 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 fields:
These include all Dropdown custom fields. 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 Trello 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 fields:
These include all Dropdown custom fields. If you want to group & filter by Text fields, you can adjust the default field mapping.
Learn more
Learn more
FAQ
Common questions
Screenful has its own pricing plan, separate from Trello. You don't need a paid version of Trello in order to use Screenful.
Screenful has its own pricing plan, separate from Trello. You don't need a paid version of Trello in order to use Screenful.
A data source is a Trello board. The pricing is based on the number of boards you explicitly import to Screenful, not the total number of boards in Trello. 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 Trello board. The pricing is based on the number of boards you explicitly import to Screenful, not the total number of boards in Trello. 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.
Both have the same features, except that with the Power-up, you can embed Screenful within your Trello UI. Regardless of whether you have installed the Power-Up or not, you can always use Screenful just like any standalone web app by logging in at https://app.screenful.me/.
Both have the same features, except that with the Power-up, you can embed Screenful within your Trello UI. Regardless of whether you have installed the Power-Up or not, you can always use Screenful just like any standalone web app by logging in at https://app.screenful.me/.
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 Trello.
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 Trello.
Yes. You can use a custom field or the Card Size Power-Up to set weights for cards. Learn more about how to set estimates in your tasks in Trello.
Yes. You can use a custom field or the Card Size Power-Up to set weights for cards. Learn more about how to set estimates in your tasks in Trello.
Archived cards are treated differently depending on whether they are completed or not. Completed cards are still considered completed even if they are archived. Cards that are archived before they are completed are considered removed.
Archived cards are treated differently depending on whether they are completed or not. Completed cards are still considered completed even if they are archived. Cards that are archived before they are completed are considered removed.
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.
The card size metrics are defined as below:
Total -> Total amount of card size in the cards
Created -> Total amount of card size in the cards created within the selected period
Completed -> Total amount of card size in the cards completed within the selected period
Spent -> Total amount of card size spent in the cards completed within the selected period
Average -> Average card size in the cards
In progress -> Total amount of card size in the cards currently in progress
Remaining -> Total amount of card size remaining
The card size metrics are defined as below:
Total -> Total amount of card size in the cards
Created -> Total amount of card size in the cards created within the selected period
Completed -> Total amount of card size in the cards completed within the selected period
Spent -> Total amount of card size spent in the cards completed within the selected period
Average -> Average card size in the cards
In progress -> Total amount of card size in the cards currently in progress
Remaining -> Total amount of card size remaining
If a card is moved from one board A to board B, you will lose the data about the card movements in board A since the Trello API won’t return it anymore. The solution is to copy the card instead of moving it.
If a card is moved from one board A to board B, you will lose the data about the card movements in board A since the Trello API won’t return it anymore. The solution is to copy the card instead of moving it.
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
Screenful has its own pricing plan, separate from Trello. You don't need a paid version of Trello in order to use Screenful.
Screenful has its own pricing plan, separate from Trello. You don't need a paid version of Trello in order to use Screenful.
A data source is a Trello board. The pricing is based on the number of boards you explicitly import to Screenful, not the total number of boards in Trello. 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 Trello board. The pricing is based on the number of boards you explicitly import to Screenful, not the total number of boards in Trello. 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.
Both have the same features, except that with the Power-up, you can embed Screenful within your Trello UI. Regardless of whether you have installed the Power-Up or not, you can always use Screenful just like any standalone web app by logging in at https://app.screenful.me/.
Both have the same features, except that with the Power-up, you can embed Screenful within your Trello UI. Regardless of whether you have installed the Power-Up or not, you can always use Screenful just like any standalone web app by logging in at https://app.screenful.me/.
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 Trello.
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 Trello.
Yes. You can use a custom field or the Card Size Power-Up to set weights for cards. Learn more about how to set estimates in your tasks in Trello.
Yes. You can use a custom field or the Card Size Power-Up to set weights for cards. Learn more about how to set estimates in your tasks in Trello.
Archived cards are treated differently depending on whether they are completed or not. Completed cards are still considered completed even if they are archived. Cards that are archived before they are completed are considered removed.
Archived cards are treated differently depending on whether they are completed or not. Completed cards are still considered completed even if they are archived. Cards that are archived before they are completed are considered removed.
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.
The card size metrics are defined as below:
Total -> Total amount of card size in the cards
Created -> Total amount of card size in the cards created within the selected period
Completed -> Total amount of card size in the cards completed within the selected period
Spent -> Total amount of card size spent in the cards completed within the selected period
Average -> Average card size in the cards
In progress -> Total amount of card size in the cards currently in progress
Remaining -> Total amount of card size remaining
The card size metrics are defined as below:
Total -> Total amount of card size in the cards
Created -> Total amount of card size in the cards created within the selected period
Completed -> Total amount of card size in the cards completed within the selected period
Spent -> Total amount of card size spent in the cards completed within the selected period
Average -> Average card size in the cards
In progress -> Total amount of card size in the cards currently in progress
Remaining -> Total amount of card size remaining
If a card is moved from one board A to board B, you will lose the data about the card movements in board A since the Trello API won’t return it anymore. The solution is to copy the card instead of moving it.
If a card is moved from one board A to board B, you will lose the data about the card movements in board A since the Trello API won’t return it anymore. The solution is to copy the card instead of moving it.
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
Below are some typical reasons for charts not displaying the data you expect:
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.
Your workflow mapping is not done correctly. You can learn more about workflow mapping from this guide. Notice that the cards that are in lists mapped to Excluded won't be imported to Screenful.
Your imported board contains mirrored cards. Mirrored cards don't always contain the same attributes than the original cards. For example, the assignee field shows up only if the source board and the mirrored board has the same members.
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:
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.
Your workflow mapping is not done correctly. You can learn more about workflow mapping from this guide. Notice that the cards that are in lists mapped to Excluded won't be imported to Screenful.
Your imported board contains mirrored cards. Mirrored cards don't always contain the same attributes than the original cards. For example, the assignee field shows up only if the source board and the mirrored board has the same members.
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.
If you mirror a card from one board to another, the assignees don't show up unless you have the same assignees in both the source and the mirrored board.
If you mirror a card from one board to another, the assignees don't show up unless you have the same assignees in both the source and the mirrored board.
I have created an automation to move completed cards from one Trello board to another. Will that mess up my stats?
If a card is moved from board A to board B, you will lose the card history from the board A since the Trello API won't return it anymore. Instead of moving to another board, you can create an automation to archive the card.
Once archived, the card is no longer visible on the board but is still included in Trello's search feature, and can be returned to the board at any time if needed.
Another option is to add a delay of at least two hours before moving an item. That leaves enough time for Screenful to register that the card was completed (sync runs once per hour).
If a card is moved from board A to board B, you will lose the card history from the board A since the Trello API won't return it anymore. Instead of moving to another board, you can create an automation to archive the card.
Once archived, the card is no longer visible on the board but is still included in Trello's search feature, and can be returned to the board at any time if needed.
Another option is to add a delay of at least two hours before moving an item. That leaves enough time for Screenful to register that the card was completed (sync runs once per hour).
You have to import the board as a data source first. If you don't see the board in the list of boards to import, you'll have to join that Trello board first to see it in the list. Once the board is imported, you can add it as a data source to charts.
You have to import the board as a data source first. If you don't see the board in the list of boards to import, you'll have to join that Trello board first to see it in the list. Once the board is imported, you can add it as a data source to charts.
The most likely reason is that the chart does not have all the data sources included. If the tasks in your epics are scattered across multiple boards, all those boards must be added as data sources to the chart.
You should also review your workflow mapping to ensure all the required lists are mapped.
The most likely reason is that the chart does not have all the data sources included. If the tasks in your epics are scattered across multiple boards, all those boards must be added as data sources to the chart.
You should also review your workflow mapping to ensure all the required lists are mapped.
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
Below are some typical reasons for charts not displaying the data you expect:
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.
Your workflow mapping is not done correctly. You can learn more about workflow mapping from this guide. Notice that the cards that are in lists mapped to Excluded won't be imported to Screenful.
Your imported board contains mirrored cards. Mirrored cards don't always contain the same attributes than the original cards. For example, the assignee field shows up only if the source board and the mirrored board has the same members.
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:
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.
Your workflow mapping is not done correctly. You can learn more about workflow mapping from this guide. Notice that the cards that are in lists mapped to Excluded won't be imported to Screenful.
Your imported board contains mirrored cards. Mirrored cards don't always contain the same attributes than the original cards. For example, the assignee field shows up only if the source board and the mirrored board has the same members.
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.
If you mirror a card from one board to another, the assignees don't show up unless you have the same assignees in both the source and the mirrored board.
If you mirror a card from one board to another, the assignees don't show up unless you have the same assignees in both the source and the mirrored board.
I have created an automation to move completed cards from one Trello board to another. Will that mess up my stats?
If a card is moved from board A to board B, you will lose the card history from the board A since the Trello API won't return it anymore. Instead of moving to another board, you can create an automation to archive the card.
Once archived, the card is no longer visible on the board but is still included in Trello's search feature, and can be returned to the board at any time if needed.
Another option is to add a delay of at least two hours before moving an item. That leaves enough time for Screenful to register that the card was completed (sync runs once per hour).
If a card is moved from board A to board B, you will lose the card history from the board A since the Trello API won't return it anymore. Instead of moving to another board, you can create an automation to archive the card.
Once archived, the card is no longer visible on the board but is still included in Trello's search feature, and can be returned to the board at any time if needed.
Another option is to add a delay of at least two hours before moving an item. That leaves enough time for Screenful to register that the card was completed (sync runs once per hour).
You have to import the board as a data source first. If you don't see the board in the list of boards to import, you'll have to join that Trello board first to see it in the list. Once the board is imported, you can add it as a data source to charts.
You have to import the board as a data source first. If you don't see the board in the list of boards to import, you'll have to join that Trello board first to see it in the list. Once the board is imported, you can add it as a data source to charts.
The most likely reason is that the chart does not have all the data sources included. If the tasks in your epics are scattered across multiple boards, all those boards must be added as data sources to the chart.
You should also review your workflow mapping to ensure all the required lists are mapped.
The most likely reason is that the chart does not have all the data sources included. If the tasks in your epics are scattered across multiple boards, all those boards must be added as data sources to the chart.
You should also review your workflow mapping to ensure all the required lists are mapped.
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.