Recently I started working on an expansive dashboard project and was looking for a flexible way to manage the project. We are using Trello to manage our Agile process and I thought that I would try and marry the two.Take a look and let me know what you think.
First I started with the Labels.
Within Trello you can customize labels for your specific purpose. I started with task status, to allow me to track where what pieces were at a glance.
Then I created a set for each section of the workbook, so I could logically group elements within the specific dashboards.
Next, I created my base lists. You can have as many or as few as you need.
From there, you can start to capture your requirements, applying the appropriate labels as you go.
Once you’ve captured you requirements, as you work, you can set the current state of the task with additional labels. Here I’ve set Marketing to Complete, and Financials to In Progress.
You can also add tasks for different elements. Here I have listed a full screen functionality requirement and listed the KPIs that should have that functionality. Within those tasks you can also include descriptions of what is needed for the KPI (Calculations, Time frame, comparative measures, etc) . You can also attache files to the cards/asks. So, say that your stakeholder sends a change for a specific element, you could attache that email to the card as documentation of the change.
You can also assign due dates and share the board for collaboration. Each card also tracks changes and modifications so you can see when cards and tasks were modified and what was changed.
For a smaller dashboard, this is probably overkill, but if you are working on a large, complex dashboard with detailed requirements this may be a useful tool to utilize. Best of all, Trello is free.