Trello Dashcards Power-Up

Dashcards is an innovative visual way to track work across your Workspace boards and monitor changes in real time. Create filters for custom sets of data, like “cards assigned to me on all Workspace boards,””cards due this week,””cards with red labels,” and track all of those cards that match the criteria right on your Trello board.

At a glance, Dashcards display the number of cards that match the filter as a card cover, and can be clicked into to explorer individual cards and metrics that make up the set. To illustrate this point, here are just a few of the ways Dashcards can be brought into your Workflow:

• Build a company overview board for all initiatives to get a high level view of what’s getting done and what could be blocking progress.

• Track workloads across boards, whether it is your own to-dos or ensuring the team’s workload is manageable.

• Keep an eye on the health of a sales pipeline by summing up deal opportunities stored in numeric Custom Fields.

• Stay on top of trending feature requests, bug reports, and support cases to keep customer success running at all time highs.

Enabling the Dashcards Power-Up and creating your first Dashcard:

1. Add the Dashcards Power-Up from the Power-Ups directory on your board or from this link.

2. You will now see a new “Track” button in your board’s header. If you don't spot it, go to the Power-Ups menu in your board header and click on the slider next to 'Track'. This will ensure the Power-Up is shown on the board.

3. Click the “Track” button in your board’s header to open the Dashcards menu.

4. Choose from one of the eight Dashcard templates or select “Customize” to build your own.

Creating a custom Dashcard:

1. From the Dashcards menu select the “Customize” tile or click the “Customize” button on a template Dashcard.

2. Name the Dashcard after what you plan on tracking and select a meaningful color or photo background for the Dashcard, just like your Trello board.

3. Select from the filter dropdown menus the criteria you would like to track, including Custom Fields. 

4. Click “Start tracking” to add the Dashcard to your board. 

5. Just like any other card, Dashcards can be moved and organized however you like.

Dashcards alerts

Inside of Trello Premium or Trello Enterprise Workspaces you can setup alerts for your Dashcards. Alerts allow you to be notified, via Slack or email, of select changes to your Dashcard.

Alerting Conditions:

You can setup numerous alerts on a Dashcard, and those can specify one of four alerting conditions:

So for example, if you had a Dashcard tracking unassigned cards, and I wanted to be emailed any time one of those cards is assigned, I could setup the following alert:

Tracking Numeric Custom Fields

If you have Numeric Custom Fields that you'd like to track, you have wonderful options with Dashcards, first you'll need a Numeric Custom Field, and then:

1. Create a Custom Dashcard.

2. Open the Dashcard and select Explore and Edit.

3. On the Dashcard Panel, find the option Metrics.

4. Find the Numeric Fields section and select between the dropdown options: sum, maximum, minimum, median, mean.

5. Click on the card below to start tracking your numeric Custom field.

Exporting Dashcards data as CSV

1. Open the Dashcard containing the data you want to export on your board.

2. Scroll down to the Dashcard section under the card description. Click on the “Explore and edit” button to open the Dashcard panel.

3. In the Dashcard panel, find the "Export" button located at the right end of the table view. Click on it to initiate the download of the CSV file.

Once the download is complete, you can open the CSV file using a spreadsheet application, such as Microsoft Excel or Google Sheets. The information in the spreadsheet will correspond to the data displayed in the Dashcard table view.

Slack Alerts:

In addition to sending emails, you can setup the alerts to be sent to select Slack channels or DMs to Slack members. To get started with Slack alerts, you'll need to authorize a channel or DM with the + button:

Once you've completed the Slack authorization step for your desired channel or DM, you'll be able to select it from the dropdown:

You can authorize as many channels or DMs as you'd like. Each time you'd like to authorize a new one, use the + button.

Dashcards will send a message to the selected Slack targets when the alert criteria is met:

Note: Dashcards only has permission to post messages to the Slack locations that you explicitly authorize. Dashcards will not and cannot read any of your Slack messages or history.