Set a filter for a chart
Set a filter for a chart
Want to filter the contents of charts? We've got you covered since you can filter charts by any available property such as assignee or label. You can also filter by your custom fields. This guide teaches you how to use filters like a pro!
Want to filter the contents of charts? We've got you covered since you can filter charts by any available property such as assignee or label. You can also filter by your custom fields. This guide teaches you how to use filters like a pro!
Want to filter the contents of charts? We've got you covered since you can filter charts by any available property such as assignee or label. You can also filter by your custom fields. This guide teaches you how to use filters like a pro!
Guide contents:
Guide contents:
How to find the filter feature?
Each chart has its own filter. Therefore, to filter the contents of a report, you need to open an individual chart for editing, and then adjust the filter by clicking Set filter in the chart editor:
When you are editing a report under the Reports tab, you access the filter of an individual chart by clicking the Edit chart icon next to the three dots menu:
When you are in the Insights tab, you can filter all the charts at once by clicking the Set filter button on the top toolbar:
Note that when you set a filter in the Insights tab, it only affects what you see. Other users have their own filter.
When you click the Set filter button in any of those views, the same filter modal is shown:
In the filter modal, you can set filters such as label include “bug” or label does not include “bug”. You can also do more complex filters involving number comparisons, date comparisons, etc.
How to find the filter feature?
Each chart has its own filter. Therefore, to filter the contents of a report, you need to open an individual chart for editing, and then adjust the filter by clicking Set filter in the chart editor:
When you are editing a report under the Reports tab, you access the filter of an individual chart by clicking the Edit chart icon next to the three dots menu:
When you are in the Insights tab, you can filter all the charts at once by clicking the Set filter button on the top toolbar:
Note that when you set a filter in the Insights tab, it only affects what you see. Other users have their own filter.
When you click the Set filter button in any of those views, the same filter modal is shown:
In the filter modal, you can set filters such as label include “bug” or label does not include “bug”. You can also do more complex filters involving number comparisons, date comparisons, etc.
Filtering by assignee, label, board, project, etc.
You can filter by any of the task properties available in your data such as assignee, group, label, board, project, sprint, milestone etc.
The available filters depend on the data source. The common filter for all data sources include assignee, label/tag, data source, workflow state, and mapped state. Depending on the data source, you can also filter by project, section, group, sprint, epic, milestone, version etc.
You can set multiple filters by selecting them one by one. Each filter can have multiple options for is any of or is none of.
Once you have set the filters, click Save to apply the filter to the chart.
If you have added custom fields to your board, they will be automatically imported and made available for charts. When you create a custom chart, you can use the data in your custom field in filters.
Filtering by assignee, label, board, project, etc.
You can filter by any of the task properties available in your data such as assignee, group, label, board, project, sprint, milestone etc.
The available filters depend on the data source. The common filter for all data sources include assignee, label/tag, data source, workflow state, and mapped state. Depending on the data source, you can also filter by project, section, group, sprint, epic, milestone, version etc.
You can set multiple filters by selecting them one by one. Each filter can have multiple options for is any of or is none of.
Once you have set the filters, click Save to apply the filter to the chart.
If you have added custom fields to your board, they will be automatically imported and made available for charts. When you create a custom chart, you can use the data in your custom field in filters.
Filtering by number fields
You can filter charts by any of your number fields. You can find them in the filter window, and you can do comparisons such as is greater than or is less than:
You can also filter by exact match using is equal to or is not equal to:
You can also filter by which items have a value or do not have a value by selecting is empty or is not empty:
Filtering by number fields
You can filter charts by any of your number fields. You can find them in the filter window, and you can do comparisons such as is greater than or is less than:
You can also filter by exact match using is equal to or is not equal to:
You can also filter by which items have a value or do not have a value by selecting is empty or is not empty:
Filtering by date fields
Custom date fields can be used for filtering if they are mapped to either start date or due date. Once you have mapped your custom date field, and set a filter using start date or due date, it will be applied to your custom date field. Learn how to a map custom date field to a start or due date.
To set a filter by a date field, create a custom Task list chart and open the filter window by clicking Set filter:
For example, you can select Due date from the filter options and set it within the next 5 days:
You can set date comparison using either within the next or within the last x number of days. The resulting chart contains the items that meet that criteria. You can do that with any of your date fields.
Filtering by date fields
Custom date fields can be used for filtering if they are mapped to either start date or due date. Once you have mapped your custom date field, and set a filter using start date or due date, it will be applied to your custom date field. Learn how to a map custom date field to a start or due date.
To set a filter by a date field, create a custom Task list chart and open the filter window by clicking Set filter:
For example, you can select Due date from the filter options and set it within the next 5 days:
You can set date comparison using either within the next or within the last x number of days. The resulting chart contains the items that meet that criteria. You can do that with any of your date fields.
Filtering by text fields
You can add any of your text fields as columns to the Taks list. However, a lesser-known fact is that you can also use them for grouping and filtering data.
Before you can use your custom text fields in grouping and filtering, you need to map them as Group & filter first.
Filtering by text fields
You can add any of your text fields as columns to the Taks list. However, a lesser-known fact is that you can also use them for grouping and filtering data.
Before you can use your custom text fields in grouping and filtering, you need to map them as Group & filter first.
Filtering by substring
You can filter by partial text match using Contains or Doesn't contain. You can type the phrase in the filter window. It will be matched against the selected field, such as Label:
Selecting Label Contains "Bug", filters all the items that have the characters "Bug" as part of the label name. That would include labels susch as "Bug production" and "Bug staging".
Filtering by substring
You can filter by partial text match using Contains or Doesn't contain. You can type the phrase in the filter window. It will be matched against the selected field, such as Label:
Selecting Label Contains "Bug", filters all the items that have the characters "Bug" as part of the label name. That would include labels susch as "Bug production" and "Bug staging".
Filtering by task name
You can filter by the name of the item (issue/task/story, etc.) by selecting Item name from the filter menu.
You can enter the full name of the item, or use a substring of the name to include or exclude specific items from the set.
Filtering by task name
You can filter by the name of the item (issue/task/story, etc.) by selecting Item name from the filter menu.
You can enter the full name of the item, or use a substring of the name to include or exclude specific items from the set.
Applying AND/OR logic in filters
The filter logic depends on how you construct the filter conditions. In the simplest case, you just pick multiple options from the same menu:
In this case, the filter matches any item that has at least one of the selected options. In terms of logic, they are OR conditions, as it is sufficient if the resulting item contains only one of them.
You can also select multiple options by picking them one by one in separate menus:
In this case, the filter matches any item that has all the selected options. In terms of logic, they are AND conditions since the resulting items must contain all of them.
You can also combine both in the same filter. Here’s an example of a more complex filter including both AND and OR conditions:
The above filter would match all items that have label Automation, Content creation, or Documentation, and have Highest priority, and have not been completed yet.
Applying AND/OR logic in filters
The filter logic depends on how you construct the filter conditions. In the simplest case, you just pick multiple options from the same menu:
In this case, the filter matches any item that has at least one of the selected options. In terms of logic, they are OR conditions, as it is sufficient if the resulting item contains only one of them.
You can also select multiple options by picking them one by one in separate menus:
In this case, the filter matches any item that has all the selected options. In terms of logic, they are AND conditions since the resulting items must contain all of them.
You can also combine both in the same filter. Here’s an example of a more complex filter including both AND and OR conditions:
The above filter would match all items that have label Automation, Content creation, or Documentation, and have Highest priority, and have not been completed yet.
Filtering by overdue, blocked, reopened etc.
The status filters are currently supported only in the Task list and Scatter plot charts.
To filter a chart by task status, such as blocked, overdue, or reopened, select Status from the filter menu and choose the items to include from the following dropdown:
The resulting chart contains the items that meet that criteria.
Filtering by overdue, blocked, reopened etc.
The status filters are currently supported only in the Task list and Scatter plot charts.
To filter a chart by task status, such as blocked, overdue, or reopened, select Status from the filter menu and choose the items to include from the following dropdown:
The resulting chart contains the items that meet that criteria.
Configuring a quick filter
In the chart settings, you can configure a quick filter that will be shown on top of the chart. It allows adjusting the chart's content without accessing the chart editor.
In the chart settings, use the toggle to enable the quick filter:
Clicking the toggle reveals the filter options. These are the same options as what you have when setting a filter in the chart editor.
For example, selecting Label from the menu creates a quick filter for the label shown above the chart. The default selection is All labels, and you can filter the content by any available label by picking a label from the menu:
When you select filter criteria from the menu, the chart content is filtered by that selection. It allows quick comparisons between labels, iterations, departments, customers, or any other property you have in your data!
You can limit the number of options in a quick filter by setting the same filter inside the chart editor. The quick filter will contain only the items that are explicitly included in the filter
When you enable a quick filter for a chart, it will be present when the chart is shared with a link, embedded in a website, or added to a report.
Configuring a quick filter
In the chart settings, you can configure a quick filter that will be shown on top of the chart. It allows adjusting the chart's content without accessing the chart editor.
In the chart settings, use the toggle to enable the quick filter:
Clicking the toggle reveals the filter options. These are the same options as what you have when setting a filter in the chart editor.
For example, selecting Label from the menu creates a quick filter for the label shown above the chart. The default selection is All labels, and you can filter the content by any available label by picking a label from the menu:
When you select filter criteria from the menu, the chart content is filtered by that selection. It allows quick comparisons between labels, iterations, departments, customers, or any other property you have in your data!
You can limit the number of options in a quick filter by setting the same filter inside the chart editor. The quick filter will contain only the items that are explicitly included in the filter
When you enable a quick filter for a chart, it will be present when the chart is shared with a link, embedded in a website, or added to a report.
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 knowledge base and video tutorials, or get in touch by emailing support@screenful.com
The Getting Started Guide contains Instructions for setting up Screenful.
See also our Accounts & Pricing FAQ.
Check out our knowledge base and video tutorials, or get in touch by emailing support@screenful.com
FAQ
Common questions
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 knowledge base and video tutorials, or get in touch by emailing support@screenful.com
The Getting Started Guide contains Instructions for setting up Screenful.
See also our Accounts & Pricing FAQ.
Check out our knowledge base and video tutorials, or get in touch by emailing support@screenful.com
Troubleshooting
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.