Skip to Main Content
University of York Library
Library Subject Guides

Project management tools: a Practical Guide

Charts & visualisation

A look at some tools and principles for managing a successful project.
Feedback
X

On this page we'll take a look at how you can communicate data about your project, or even the work of the project itself, visually.

Workflow and process design diagrams

Often, part of the project management process involves user research, stakeholder consultation, and activity design and planning — diagrams will usually be the best way to document and communicate user journeys or technical processes. A visual language called UML (Unified Modeling Language) was created to standardise the visual representation of various components such as decision choices. Whilst you don't have to use UML to diagram processes, a simple flow diagram is often best for purpose. Having access to diagramming tools lets you quickly get everyone on the same page.

PowerPoint & Google Slides

Both PowerPoint and Google Slides have diagram design tools built in. The Insert > Shape(s) menu in both applications includes arrows and flowchart components. There's also SmartArt in PowerPoint and a series of Diagram templates in Google Slides.

The process for making a cup of tea is outlined using flowchart elements such as rounded boxes and diamond-shaped questions with connecting arrows between.

Free online tools

Caution

These are external tools and the University has no licence agreement in place. Use them at your own risk and do not use them with sensitive data.

diagrams.net (formerly draw.io)

Example: Lamp doesn't work. Lamp plugged in? No: Plug in lamp; Yes: Bulb burned out? Yes: Replace Bulb; No: Repair Lamp.

diagrams.net is a free diagramming tool that has a collection of UML templates, amongst others, and can open Google Drive files. It can also export to a variety of image formats, including SVG, which means you can continue editing your chart with graphical vector editing tools like Inkscape, CorelDRAW Graphics Suite, Adobe Illustrator, or even PowerPoint for Microsoft 365.

Mermaid

Code written in the left panel is used to map data points to four quadrants displayed in the right panel.

Mermaid is an unusual but effective text-to-diagram format where you can create a variety of complex diagrams by defining your diagram in code. From Gantt charts and User Journeys to Quadrant Charts (shown above) and Mindmaps you can create all these charts from a textual format.

Other online tools

If you are designing complex websites and need to plan wireframe diagrams, or you're involved in service design and are creating activity diagrams, then Moqups is a 'freemium' external online tool that may be useful for your planning process.

Google Sheets

Google Sheets has a variety of useful charts you can use:

Interactive dashboards with Looker Studio

Looker Studio is a Google tool that connects to your Google Sheets and lets you drag and drop various charts and tables into a dashboard report. You can also add controls, such as dropdown menus, date filters and search boxes to make your data searchable and filterable.

A styled-up dashboard with tables, pie charts, bar charts, data callouts, a geographic heatmap, and dropdown controls.
Caution

Looker Studio is not part of the University's Google licence agreement and so should not be used to handle sensitive data.

Data visualisation

We've got more on the principles and practicalities of effective data communication over on our Data Practical Guide:

Forthcoming training sessions

Forthcoming sessions on :

Taught students
Staff
Researchers
Show details & booking for these sessions

There's more training events at: