Knowledge Base

Tips and tricks for using Screenful

A collection of how-to guides that teaches you how to track your productivity KPIs with Screenful. Search the documents by keywords or browse by section.

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Account settings

Set user access and permissions

My colleague already created an account. How can I join?

Where can I see the receipts of my invoices?

How do I cancel my subscription?

I get the “Email is already registered” message when trying to invite a user

Account settings

Set user access and permissions

My colleague already created an account. How can I join?

Where can I see the receipts of my invoices?

How do I cancel my subscription?

I get the “Email is already registered” message when trying to invite a user

Account settings

Set user access and permissions

My colleague already created an account. How can I join?

Where can I see the receipts of my invoices?

How do I cancel my subscription?

I get the “Email is already registered” message when trying to invite a user

Chart editor

Creating a custom chart

Set a filter for a chart

Adjust the chart appearance

How to display summaries in tables and lists?

Chart editor

Creating a custom chart

Set a filter for a chart

Adjust the chart appearance

How to display summaries in tables and lists?

Chart editor

Creating a custom chart

Set a filter for a chart

Adjust the chart appearance

How to display summaries in tables and lists?

Common metrics

How to track cycle times by workflow state?

How to see timings for work in progress

How to get birds-eye view across your projects, epics, and milestones?

How to find outliers and tasks that need your attention?

How to measure your team’s velocity?

How to find bottlenecks in your workflow?

How to see timings for individual tasks?

How to roll up values from subtasks?

What does Reaction time, Lead time, Cycle time mean?

Are weekends included in the cycle time calculation?

Is there a way to remove outliers from the data?

Can I see metrics based on my custom fields?

Common metrics

How to track cycle times by workflow state?

How to see timings for work in progress

How to get birds-eye view across your projects, epics, and milestones?

How to find outliers and tasks that need your attention?

How to measure your team’s velocity?

How to find bottlenecks in your workflow?

How to see timings for individual tasks?

How to roll up values from subtasks?

What does Reaction time, Lead time, Cycle time mean?

Are weekends included in the cycle time calculation?

Is there a way to remove outliers from the data?

Can I see metrics based on my custom fields?

Common metrics

How to track cycle times by workflow state?

How to see timings for work in progress

How to get birds-eye view across your projects, epics, and milestones?

How to find outliers and tasks that need your attention?

How to measure your team’s velocity?

How to find bottlenecks in your workflow?

How to see timings for individual tasks?

How to roll up values from subtasks?

What does Reaction time, Lead time, Cycle time mean?

Are weekends included in the cycle time calculation?

Is there a way to remove outliers from the data?

Can I see metrics based on my custom fields?

Sharing

Share charts and reports with a link

Schedule via email or Slack

Schedule via Slack

Can I embed these charts into my intranet?

Sharing

Share charts and reports with a link

Schedule via email or Slack

Schedule via Slack

Can I embed these charts into my intranet?

Sharing

Share charts and reports with a link

Schedule via email or Slack

Schedule via Slack

Can I embed these charts into my intranet?

Troubleshooting

I can't enable the Slack integration

Some filtering options are missing

I'm using Monday desktop app and I'm having issues with Screenful

Troubleshooting

I can't enable the Slack integration

Some filtering options are missing

I'm using Monday desktop app and I'm having issues with Screenful

Troubleshooting

I can't enable the Slack integration

Some filtering options are missing

I'm using Monday desktop app and I'm having issues with Screenful

Other

How to enable single sign-on (SSO)?

How to embed Screenful into Notion?

How to set weekend days and office hours?

Do you have a public roadmap? How often do you release new features?

I have more questions

Other

How to enable single sign-on (SSO)?

How to embed Screenful into Notion?

How to set weekend days and office hours?

Do you have a public roadmap? How often do you release new features?

I have more questions

Other

How to enable single sign-on (SSO)?

How to embed Screenful into Notion?

How to set weekend days and office hours?

Do you have a public roadmap? How often do you release new features?

I have more questions

Data import

How to manage custom fields?

How does the workflow mapping work?

Does this support my specific workflow or do I have to use some specific states like "open", "in progress" and "done"?

How often is data updated?

What is a data source?

Data import

How to manage custom fields?

How does the workflow mapping work?

Does this support my specific workflow or do I have to use some specific states like "open", "in progress" and "done"?

How often is data updated?

What is a data source?

Data import

How to manage custom fields?

How does the workflow mapping work?

Does this support my specific workflow or do I have to use some specific states like "open", "in progress" and "done"?

How often is data updated?

What is a data source?

Report editor

Creating a custom report

Add custom charts to a report

Adjust the report layout

Duplicate a report with different data sources

How to automate your project status reporting?

What is a report?

Report editor

Creating a custom report

Add custom charts to a report

Adjust the report layout

Duplicate a report with different data sources

How to automate your project status reporting?

What is a report?

Report editor

Creating a custom report

Add custom charts to a report

Adjust the report layout

Duplicate a report with different data sources

How to automate your project status reporting?

What is a report?

Advanced metrics

How to track budget vs. spent?

How to use task history data in forecasting project completions?

How to read the Forecasting chart?

How to create a formula in the Table chart?

How to compare multiple metrics in a single chart?

How to compare metrics between time periods?

Manage your team’s capacity with the new Workload chart 🏋️

Advanced metrics

How to track budget vs. spent?

How to use task history data in forecasting project completions?

How to read the Forecasting chart?

How to create a formula in the Table chart?

How to compare multiple metrics in a single chart?

How to compare metrics between time periods?

Manage your team’s capacity with the new Workload chart 🏋️

Advanced metrics

How to track budget vs. spent?

How to use task history data in forecasting project completions?

How to read the Forecasting chart?

How to create a formula in the Table chart?

How to compare multiple metrics in a single chart?

How to compare metrics between time periods?

Manage your team’s capacity with the new Workload chart 🏋️

Data and privacy

Will Screenful make changes to my data, or is my data affected in any way?

Are you GDPR compliant?

Can I grant Screenful access only to specific data sources?

Do you support two-factor authentication (2FA)?

Do you support Single-Sign-on?

Can I restrict access to specified users?

Will Screenful make any changes to my data, or is my data affected in any way?

Data and privacy

Will Screenful make changes to my data, or is my data affected in any way?

Are you GDPR compliant?

Can I grant Screenful access only to specific data sources?

Do you support two-factor authentication (2FA)?

Do you support Single-Sign-on?

Can I restrict access to specified users?

Will Screenful make any changes to my data, or is my data affected in any way?

Data and privacy

Will Screenful make changes to my data, or is my data affected in any way?

Are you GDPR compliant?

Can I grant Screenful access only to specific data sources?

Do you support two-factor authentication (2FA)?

Do you support Single-Sign-on?

Can I restrict access to specified users?

Will Screenful make any changes to my data, or is my data affected in any way?

Plans and pricing

How does your pricing work?

How do I manage the subscription?

Why can't I log in to manage my subscription?

Which payment options and currency do you accept?

Do I pay extra for invited team members?

Do I get a discount if I pay yearly instead of monthly?

How can I change my credit card details?

Do you have local resellers or partners in my country?

What does “data history” mean in your pricing table

Do you support annual payments?

How can I upgrade or downgrade my plan?

Do you offer discounts for students, teachers, or NGOs?

What if I pay for the whole year and then decide partway through that I want to upgrade my plan?

Plans and pricing

How does your pricing work?

How do I manage the subscription?

Why can't I log in to manage my subscription?

Which payment options and currency do you accept?

Do I pay extra for invited team members?

Do I get a discount if I pay yearly instead of monthly?

How can I change my credit card details?

Do you have local resellers or partners in my country?

What does “data history” mean in your pricing table

Do you support annual payments?

How can I upgrade or downgrade my plan?

Do you offer discounts for students, teachers, or NGOs?

What if I pay for the whole year and then decide partway through that I want to upgrade my plan?

Plans and pricing

How does your pricing work?

How do I manage the subscription?

Why can't I log in to manage my subscription?

Which payment options and currency do you accept?

Do I pay extra for invited team members?

Do I get a discount if I pay yearly instead of monthly?

How can I change my credit card details?

Do you have local resellers or partners in my country?

What does “data history” mean in your pricing table

Do you support annual payments?

How can I upgrade or downgrade my plan?

Do you offer discounts for students, teachers, or NGOs?

What if I pay for the whole year and then decide partway through that I want to upgrade my plan?

Didn’t find what you were looking for? See also our FAQ and the Getting Started guide.