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FAQ
Common questions
How does the Marketplace add-on differ from your SaaS service?
When installing the Marketplace add-on:
You get Screenful embedded within your JIRA UI (but you can also use it as a web app)
Any user in your Jira instance can join the Screenful account without an invitation
You will be billed by Atlassian instead of Screenful
The pricing is according to the number of users in your Jira instance
There is no single-sign-on option
When deploying as a SaaS service via the Screenful website:
You use Screenful as a standalone web app, not embedded within the Jira UI
Each user must be invited to log in to Screenful (you can choose who gets access)
You will be billed by Screenful instead of Atlassian. Prices are according to the pricing page.
Single-sign-on is available as an add-on in every plan
You can learn more about the deployment options from this article.
When installing the Marketplace add-on:
You get Screenful embedded within your JIRA UI (but you can also use it as a web app)
Any user in your Jira instance can join the Screenful account without an invitation
You will be billed by Atlassian instead of Screenful
The pricing is according to the number of users in your Jira instance
There is no single-sign-on option
When deploying as a SaaS service via the Screenful website:
You use Screenful as a standalone web app, not embedded within the Jira UI
Each user must be invited to log in to Screenful (you can choose who gets access)
You will be billed by Screenful instead of Atlassian. Prices are according to the pricing page.
Single-sign-on is available as an add-on in every plan
You can learn more about the deployment options from this article.
Can I import Jira Service Management projects?
Yes as long as there’s a Jira Software instance available in addition to the Jira Service Management. Here’s a step-by-step guide for importing Jira Service Management projects.
Yes as long as there’s a Jira Software instance available in addition to the Jira Service Management. Here’s a step-by-step guide for importing Jira Service Management projects.
Can I import Jira Work Management projects?
Yes as long as there’s a Jira Software instance available in addition to the Jira Work Management. Here’s a step-by-step guide for importing Jira Work Management projects.
Yes as long as there’s a Jira Software instance available in addition to the Jira Work Management. Here’s a step-by-step guide for importing Jira Work Management projects.
Can I import Jira Product Discovery projects?
Yes as long as there’s a Jira Software instance available in addition to the Jira Product Discovery. Here’s a step-by-step guide for importing Jira Product Discovery projects.
Yes as long as there’s a Jira Software instance available in addition to the Jira Product Discovery. Here’s a step-by-step guide for importing Jira Product Discovery projects.
How do I invite my colleagues from Jira?
You can invite colleagues by sending them an invitation.
If you have installed Screenful via the Atlassian Marketplace, your colleagues can join by simply clicking on the Screenful app link within the Jira UI (see the “Apps” menu on the top navigation). They will be prompted to signup after which they will join the account created by you. Initially they have “Member” status and can access all the Screenful features. You can change their status in the Account settings.
You can invite colleagues by sending them an invitation.
If you have installed Screenful via the Atlassian Marketplace, your colleagues can join by simply clicking on the Screenful app link within the Jira UI (see the “Apps” menu on the top navigation). They will be prompted to signup after which they will join the account created by you. Initially they have “Member” status and can access all the Screenful features. You can change their status in the Account settings.
Can I create charts based on due dates in Jira
Yes, you can filter charts based on due dates or by status such as overdue. You can also track the amount of work planned for the future using the Workload chart. Learn more about setting up the workload chart for Jira.
Yes, you can filter charts based on due dates or by status such as overdue. You can also track the amount of work planned for the future using the Workload chart. Learn more about setting up the workload chart for Jira.
How are the lead and cycle times calculated in Jira?
The timings are based on your workflow settings. You can learn more from the Lead Time FAQ.
The timings are based on your workflow settings. You can learn more from the Lead Time FAQ.
How to invite other users via the Jira Cloud add-on?
If you have installed Screenful via the Atlassian Marketplace, others will also see the Screenful link in the Jira UI, and when they click it, they are shown the signup form. So you don't have to send invitation emails in order to invite colleagues, although you can do that as well. When they fill out the form, they will be added to your Screenful account. You can adjust their role and permissions at Account-->Manage Users.
If you have installed Screenful via the Atlassian Marketplace, others will also see the Screenful link in the Jira UI, and when they click it, they are shown the signup form. So you don't have to send invitation emails in order to invite colleagues, although you can do that as well. When they fill out the form, they will be added to your Screenful account. You can adjust their role and permissions at Account-->Manage Users.
Why do I need to create a separate Screenful account for the Jira Cloud add-on?
Screenful stores data outside Jira so a mechanism for authentication and authorisation is needed. Screenful can always be used in stand-alone mode, just browse to screenful.com/login and log in with your Screenful credentials.
Screenful stores data outside Jira so a mechanism for authentication and authorisation is needed. Screenful can always be used in stand-alone mode, just browse to screenful.com/login and log in with your Screenful credentials.
Will Screenful make changes to my data, or is my data affected in any way?
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.
Are weekends included in the cycle time calculation?
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.
Is there a way to remove outliers from the data?
If you want to exclude individual items from the metrics, you can do it by following the steps below
Set a specific label or tag (e.g. "excluded") to the item you want to exclude (task, issue, user story etc.)
Go to Screenful and reset the data source in the Data sync options
Go to the chart in question and set a filter (e.g. label is none of 'excluded')
If the item is already archived, you have to unarchive it first. Then apply the steps 1-2. After that, you can archive it again.
If you want to exclude individual items from the metrics, you can do it by following the steps below
Set a specific label or tag (e.g. "excluded") to the item you want to exclude (task, issue, user story etc.)
Go to Screenful and reset the data source in the Data sync options
Go to the chart in question and set a filter (e.g. label is none of 'excluded')
If the item is already archived, you have to unarchive it first. Then apply the steps 1-2. After that, you can archive it again.
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.
How often is data updated?
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.
Can I embed these charts into my intranet?
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.
I can’t find an answer to my question
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
My credentials are correct but authorization fails
If you’re connecting to Jira cloud you need to create and use an API token, but if you’re running Jira Server use your password. Read more here. If you’re trying to connect Jira Service Desk head this way.
If you’re connecting to Jira cloud you need to create and use an API token, but if you’re running Jira Server use your password. Read more here. If you’re trying to connect Jira Service Desk head this way.
I can’t connect to my self-hosted Jira instance
A firewall maybe blocking Screenful from accessing your Jira API. You need to enable access.
A firewall maybe blocking Screenful from accessing your Jira API. You need to enable access.
My sprint data doesn’t match Jira sprint reports
Jira sprint reports exclude sub-tasks. You can set a filter to match this. Note that the Jira sprint report data is not available from the Jira API, which may also lead to small discrepancies.
Jira sprint reports exclude sub-tasks. You can set a filter to match this. Note that the Jira sprint report data is not available from the Jira API, which may also lead to small discrepancies.
How do I change the Jira password that is associated with the integration?
1. Go to Settings ► Integrations ► Jira
2. Click on the "Disable integrations" button
3. Enter the new credentials and click on "Connect" button
1. Go to Settings ► Integrations ► Jira
2. Click on the "Disable integrations" button
3. Enter the new credentials and click on "Connect" button
How do I set permissions for my Jira board? I have added Screenful user, but my charts are empty
Here's are step-by-step instructions for authorising access to the Jira API and for setting permissions for the Jira Cloud add-on
Here's are step-by-step instructions for authorising access to the Jira API and for setting permissions for the Jira Cloud add-on
I already singed up via your website, can I transfer my account to Jira add-on?
You'd need to close your account at (Account->Billing tab) first before signing up to another account using the same email address. You can't attach an existing Screenful account to the Marketplace add-on, unfortunately.
You'd need to close your account at (Account->Billing tab) first before signing up to another account using the same email address. You can't attach an existing Screenful account to the Marketplace add-on, unfortunately.
I installed your marketplace add-on but can’t create data sources because of an authorization failure
Reinstalling the add-on might help in this case. You need to stop the trial first, and then uninstall the add-on. After that, you can install it again and continue with your trial.
Reinstalling the add-on might help in this case. You need to stop the trial first, and then uninstall the add-on. After that, you can install it again and continue with your trial.
I can’t install the Screenful add-on from Atlassian Marketplace
If you try to install the add-on with a direct link you may get an error message like “Add-on key is invalid”. Most likely this means that you’re not logged in to Jira with sufficient administrator privileges to install add-ons. Check your permissions or cantact your Jira admin.
If you try to install the add-on with a direct link you may get an error message like “Add-on key is invalid”. Most likely this means that you’re not logged in to Jira with sufficient administrator privileges to install add-ons. Check your permissions or cantact your Jira admin.
I can’t see my Jira board
It can happen that the Jira board you need is not visible in dashboard creation wizard. The most common reason is that the user you’re using to authorize the connection does not have access to that board. If you’ve installed Screenful from the Atlassian Marketplace check this guide. If you’ve installed Screenful as a stand-alone web app, start from here.
It can happen that the Jira board you need is not visible in dashboard creation wizard. The most common reason is that the user you’re using to authorize the connection does not have access to that board. If you’ve installed Screenful from the Atlassian Marketplace check this guide. If you’ve installed Screenful as a stand-alone web app, start from here.
Why is the total number of issues that I see in Jira different to Screenful?
Two common scenarios could cause the difference. First, if any Jira columns are excluded in Screenful workflow settings, issues from those Jira columns won't be imported to Screenful. In addition, if there are Jira statuses that are not mapped to any Jira column in the Jira board configuration view, issues with those statuses are not imported to Screenful.
Two common scenarios could cause the difference. First, if any Jira columns are excluded in Screenful workflow settings, issues from those Jira columns won't be imported to Screenful. In addition, if there are Jira statuses that are not mapped to any Jira column in the Jira board configuration view, issues with those statuses are not imported to Screenful.
I cannot connect Screenful to Jira Cloud, it always says “invalid credentials”
When using Jira Cloud, you have to authenticate with Jira API by using the API token instead of password
When using Jira Cloud, you have to authenticate with Jira API by using the API token instead of password
I can't enable the Slack integration
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).
I added a new custom field but it is not showing
When you add a new custom field to your board, it is imported during the next data sync (the data is synced automatically once per hour). You can trigger sync manually anytime by selecting Data sync options from the main menu. Notice that the new field should also have a value assigned in at least one task.
When you add a new custom field to your board, it is imported during the next data sync (the data is synced automatically once per hour). You can trigger sync manually anytime by selecting Data sync options from the main menu. Notice that the new field should also have a value assigned in at least one task.
Some filtering options are missing
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.