Termboard

Appearance

Implementation Tracking & Project Status ​

Preview Documentation

This guide describes features currently in preview. Interface elements and specific functionalities are subject to change as we refine the Business Analysis profile.

While Termboard's Business Analysis profile is excellent for evaluating vendors, the exact same underlying mechanics can be used by Product Owners and Project Managers to track the implementation progress of a complex project.

Instead of scoring vendors, you score completion status across different phases, sprints, or quarters. This allows you to visually map progress directly onto your product's capability architecture.

Before starting this guide, ensure you understand the core concepts in the Business Analysis guide and have built your requirements backbone.

Setting Up for Tracking ​

When you create a new model, use the Implementation Tracking template. This pre-configures your environment with relevant Extra Fields like Status, Importance, and sets up default Evaluation Sets.

Tailored Workflow

You can further customize your tracking workflow by using the ⚙️ Configuration Cog in the App Bar. For example, you can enable Manual Overrides to explicitly set a phase status, or Compliance Risk to track regulatory hurdles during implementation.

Defining Phases as Scenarios ​

In a tool selection workflow, you use "Evaluation Sets" (Scenarios) to represent vendors. For implementation tracking, you should define your Scenarios as Timeframes or Phases:

  • Agile Sprints: "Sprint 1", "Sprint 2", "Sprint 3"
  • Quarters: "Q1 2026", "Q2 2026"
  • Milestones: "MVP", "Beta Release", "V1.0"

Scoring Progress ​

Instead of grading how well a tool meets a requirement, you are grading the implementation state.

  1. Select a leaf Requirement node in the graph.
  2. Open the Scoring tab on the right sidebar.
  3. Select your current phase (e.g., "Sprint 1").
  4. Use the 0-5 scale to indicate completion. A common mapping for agile tracking is:
    • 0 — Not Started: Backlog item.
    • 1 — Blocked / At Risk: Work started but halted.
    • 2 — In Progress: Active development.
    • 3 — Code Complete: Waiting for QA/Testing.
    • 4 — In Testing: QA validation phase.
    • 5 — Fully Implemented: Released to production.
  5. Use the text box to log brief status updates or link to external tickets (e.g., Jira/Azure DevOps issue IDs).

Assigning Developers

Use the Stakeholder term type and the Responsible For relation to assign specific developers or squads to Categories or individual Requirements. This clarifies ownership directly on the visual graph.

Visualizing Project Health ​

The true power of using Termboard for implementation tracking is the ability to see project health visually layered over your product architecture.

  1. In the style bar, select your current Sprint/Phase.
  2. Choose your Heatmap Mode:

Mode: Score (Current Health) ​

The graph colorizes based on the completion status.

  • Dark Blue/Teal (4-5): Areas of the product that are stable and finished.
  • Yellow/Orange (1-2): Areas currently under active development.
  • Red (0): Untouched backlog areas.

This provides an instant executive summary of where engineering effort is currently concentrated and what capabilities are lagging behind.

Mode: Compare (Sprint-over-Sprint Velocity) ​

Compare two consecutive sprints (e.g., Base = "Sprint 1", Compare To = "Sprint 2").

  • Green nodes instantly highlight exactly what requirements progressed or were completed during that specific sprint.
  • Grey nodes show areas where no progress was made.
  • Red nodes can indicate regressions (e.g., a feature broke in QA and was moved back to "In Progress").

Generating Status Reports ​

You can use the RFP/RFI export engine to generate professional project status reports.

  1. Navigate to File > Export > RFP/RFI Document.
  2. Select Internal Review Mode.
  3. Select the scenarios you want to report on (e.g., "Q1 2026").
  4. The generated HTML document serves as a structured status matrix that can be printed to PDF and handed to stakeholders, showing exactly which capabilities are done and what the current roadblocks are (pulled from your evaluation notes).

Bulk Updates & Daily Standups ​

During daily standups or backlog grooming, switch to the Evaluations Table (View > Evaluations Table).

This gives you a spreadsheet-like view of your entire backlog. You can quickly filter by a specific Category, update the 0-5 status scores, and type in new daily notes without navigating the graph.