Setup Screenful for Jira

Setup Screenful for Jira

Setup Screenful for Jira

When using Screenful with a Jira Cloud instance, you have two options for setting up Screenful: via the Marketplace or as a stand-alone web app. Pick one of the two options and follow the rest of the guide.

When using Screenful with a Jira Cloud instance, you have two options for setting up Screenful: via the Marketplace or as a stand-alone web app. Pick one of the two options and follow the rest of the guide.

When using Screenful with a Jira Cloud instance, you have two options for setting up Screenful: via the Marketplace or as a stand-alone web app. Pick one of the two options and follow the rest of the guide.

Option 1: Install the Marketplace Add-on

If you want Screenful inside the Jira UI, and you want the subscription billed via Atlassian, pick this option. You can install Screenful via the Atlassian Marketplace.

Pricing is according to the number of users in your Jira instance.

If you would rather pay according to the amount of boards you import or how many charts you create, see the Option 2.

Option 1: Install the Marketplace Add-on

If you want Screenful inside the Jira UI, and you want the subscription billed via Atlassian, pick this option. You can install Screenful via the Atlassian Marketplace.

Pricing is according to the number of users in your Jira instance.

If you would rather pay according to the amount of boards you import or how many charts you create, see the Option 2.

Option 2: Setup as a separate web app

Alternatively, you can start a trial via our website. You'll have access to all of the features but you won't get Screenful inside the Jira UI.

Pricing is not based on the number of users but the number of boards you want to import and the number charts or reports you have created. See the pricing page.

Option 2: Setup as a separate web app

Alternatively, you can start a trial via our website. You'll have access to all of the features but you won't get Screenful inside the Jira UI.

Pricing is not based on the number of users but the number of boards you want to import and the number charts or reports you have created. See the pricing page.

Import data sources

To access the data import wizard, select Data sources from the main menu, and click Add new integration.

To import a jira board, select Jira as the data source in the first step of the wizard:

You are asked to authorize the access to the Jira API:

Enter the URL to your Jira Cloud instance and your Jira login. Use your personal Jira token to authorize access to the Jira boards you want to import. Once you have authorized access to the Jira API, you’ll be shown a list of available boards.

When importing a Jira board as a data source, your board columns are automatically mapped to either Not started, In progress, or Done. This information is used when calculating the Timing metrics.

  • Not started = Work to be done

  • In progress = Work started but not completed

  • Done = Completed work

If the suggested mapping looks correct, you can accept it by clicking Looks good to me. To make changes, click Adjust mapping. Learn more about workflow mapping.

Import data sources

To access the data import wizard, select Data sources from the main menu, and click Add new integration.

To import a jira board, select Jira as the data source in the first step of the wizard:

You are asked to authorize the access to the Jira API:

Enter the URL to your Jira Cloud instance and your Jira login. Use your personal Jira token to authorize access to the Jira boards you want to import. Once you have authorized access to the Jira API, you’ll be shown a list of available boards.

When importing a Jira board as a data source, your board columns are automatically mapped to either Not started, In progress, or Done. This information is used when calculating the Timing metrics.

  • Not started = Work to be done

  • In progress = Work started but not completed

  • Done = Completed work

If the suggested mapping looks correct, you can accept it by clicking Looks good to me. To make changes, click Adjust mapping. Learn more about workflow mapping.

Invite other users

All Screenful plans allow unlimited users but they must create a Screenful account. You can add users by sending them an invitation. If you have installed Screenful via the Atlassian Marketplace, any user in your Jira instance can join the Screenful account without an invitation (but you can still send them an invitation). Learn more about user access and permissions.

Invite other users

All Screenful plans allow unlimited users but they must create a Screenful account. You can add users by sending them an invitation. If you have installed Screenful via the Atlassian Marketplace, any user in your Jira instance can join the Screenful account without an invitation (but you can still send them an invitation). Learn more about user access and permissions.

Get help with onboarding (recommended)

Need help with setting up your charts and reports? Book a call with our expert. We'd love to help you get started.

Click here to schedule the onboarding call.

Get help with onboarding (recommended)

Need help with setting up your charts and reports? Book a call with our expert. We'd love to help you get started.

Click here to schedule the onboarding call.

Common questions

What are the main differences between the Marketplace add-on and the stand-alone web app?
When installing the Marketplace add-on:

  • You get Screenful embedded within your JIRA UI (but can also use it as a web app)

  • You will be billed by Atlassian instead of Screenful

  • The pricing is according to the number of users in your Jira instance

  • You can only import Jira data sources

  • Any user in your Jira instance can join the Screenful account without an invitation

  • 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

  • You will be billed by Screenful instead of Atlassian. Pricing is based on features, not the number of Jira users (see the pricing page).

  • You can import all supported data sources (Jira, GitHub, GitLab, Asana, Monday, Trello, Linear)

  • Each user must be invited to log in to Screenful (you can choose who gets access)

  • Single-sign-on is available

Why do I need to create a separate Screenful account?
Screenful stores data outside Jira, so a mechanism for authentication and authorization is needed. Screenful can always be used in stand-alone mode, just browse to screenful.com/login and log in with your Screenful credentials.

How do I invite my colleagues?
With the Marketplace add-on 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. Learn more about user roles.

Can I import data from Jira Service Management projects?
Yes, you can learn more from the guides below:

How to import data from Jira Service Management projects?
How to import data from Jira Work Management projects?
How to import data from Jira Product Discovery projects?

What is the lifecycle of the Marketplace add-on?
The add-on is installed from the Atlassian Marketplace. Like all paid add-ons there is a free 30-day trial. If you continue using the add-on after the trial ends, it will become a paid add-on, and Atlassian will add the fees to your invoice.

If you disable or uninstall the add-on during or after your trial, your Screenful account is suspended, and it will be deleted if you don’t re-enable it within 30 days.

I have more questions
you can find more answers to your questions from these FAQs

Screenful FAQ
Screenful for Jira FAQ

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