April 2, 2021 release notes
New
We introduced the ability to support automation rules for custom tables and many-to-many and many-to-one custom table fields.
Improvements
Admin responses on an idea will now appear within the record's History.
Fixes
An issue was causing the start_date field identifier for releases to incorrectly calculate within advanced equations.
Suite overview
Suite overview
Introduction
Workspaces and teams
Knowledge
- Documents
- Share documents
- Guest access
- Template library
- Notes
- AI writing assistant
- Introduction to whiteboards
- The whiteboard toolbar
- Add and edit whiteboard content
- Advanced whiteboard shapes
- Add media to whiteboards
- Collaborate on whiteboards
- Convert whiteboard content to Aha! records
- View Aha! records on whiteboards
- Create a whiteboard presentation
Reports
Collaboration
Account management
Billing and users
Security and system requirements
Integrations
Aha! API
Dropbox
Google Drive
Microsoft OneDrive
Aha! Roadmaps
Overview
Introduction
How to
- How to create a custom whiteboard template
- How to build a roadmap in five steps
- How to visualize linked dependency statuses at scale
- How to import your backlog from Jira
- How to show the strategic progress at multiple levels
- How to identify schedule risks with calculation columns
- How to visualize cross-team capabilities with custom tables (Enterprise+)
- How to add a custom field
- How to pull work from Aha! Roadmaps into Aha! Develop
- How to share a report, roadmap, or view
- How to identify and prioritize high-value ideas
- How to import a Jira backlog into your Aha! account as ideas
- How to edit a status workflow
- How to build your product strategy
- How to host a collaborative brainstorming session
Imports
Best practices
- Best practices for stakeholder alignment: Set product strategy
- Best practices for stakeholder alignment: Review customer feedback
- Best practices for stakeholder alignment: Prioritize the best ideas
- Best practices for stakeholder alignment: Create your product roadmap
- Best practices for stakeholder alignment: Manage product launches
- Best practices for stakeholder alignment: Communicate roadmap progress
- Best practices for linking your work to strategy
- Best practices for tracking OKRs
- Best practices for configuring Aha! to support SAFe®
- Best practices for configuring Aha! to support the Pragmatic Framework
- Best practices for tracking product development risks
- Best practices for managing cross-functional requests
- Best practices for setting product strategy
- Best practices for capturing and prioritizing customer ideas
- Best practices for launching your ideas portal
- Best practices for managing product platforms
- Best practices for managing solution offerings
- Best practices for managing product components
- Best practices for managing complex product bundles
- Best practices for creating a product information hub
- Best practices for using documents to collaborate with stakeholders
Enterprise+ functionality
- Enterprise+ plan features
- Advanced custom layouts (Enterprise+)
- Automated scorecard metrics (Enterprise+)
- Automation (Enterprise+)
- Back up your account (Enterprise+)
- Configure team capacity planning (Enterprise+)
- Custom roles (Enterprise+)
- Custom tables (Enterprise+)
- Custom worksheets (Enterprise+)
- Enable IP address based access control (Enterprise+)
- Estimate work for capacity planning (Enterprise+)
- Getting started with capacity planning (Enterprise+)
- Integrate with security webhooks (Enterprise+)
- Link custom tables to each other (Enterprise+)
- Monitor your account activity (Enterprise+)
- Reference Aha! Roadmaps fields in custom worksheet equations (Enterprise+)
- Resolve capacity conflicts (Enterprise+)
- Team capacity report (Enterprise+)
- Work requests (Enterprise+)
- Workspace templates (Enterprise+)
Workspaces
- Workspaces and workspace lines
- Workspace types
- Differences between workspace types
- Explore a product workspace in your account
- Explore an IT workspace in your account
- Explore a project workspace in your account
- Explore a services workspace in your account
- Explore a business operations workspace in your account
- Explore a marketing workspace in your account
- Create a single-workspace hierarchy
- Create a multi-workspace hierarchy
- Create a portfolio hierarchy
- Workspace templates (Enterprise+)
- Archive or delete a workspace or workspace line
- How to define your product workspace
- Move workspaces to a new workspace line
- Duplicate workspace and workspace line prefix error
Settings
Strategy
- Introduction to strategy
- Vision
- Strategic models
- Strategic models: Custom templates
- Strategic models: Aha! business model canvas
- Strategic models: Lean canvas
- Strategic models: SWOT analysis
- Strategic models: Segment profile
- Strategic models: 10Ps marketing matrix
- Positioning
- Creative briefs
- Personas
- Competitors
- Competitor threat scorecards
- Goals
- Link goals to other record types
- Initiatives
- Initiatives prioritization page
- Prioritize and track strategic initiatives
- Link initiatives to other record types
Capacity planning
- Getting started with capacity planning (Enterprise+)
- Individual capacity planning
- Configure team capacity planning (Enterprise+)
- Estimate work for capacity planning (Enterprise+)
- Individuals capacity report
- Team capacity report (Enterprise+)
- Resolve capacity conflicts (Enterprise+)
- Troubleshoot missing records on the team capacity report (Enterprise+)
Releases and schedules
- Introduction to releases
- Release dependencies
- Release templates
- Release retrospective report
- Calendars
- Parking lots
- How the release start date is determined
- Move records from one workspace to another
- Portfolio releases
- Roll-up releases
- Release dates and feature capacity
- Draft release notes with AI
- Create a release
- Add features, phases, and milestones to a release
- Calculate release and release phase dates
- Customize the Gantt view
- Group features by epic on a Gantt chart
- Release and epic view options
- Track Gantt chart change history
- Copy an existing release
- Complete a release
- Share a release
Ideas
- Introduction to ideas
- Ideas portal settings
- Ideas prioritization page
- Emailed ideas
- Submit-only ideas portal
- Private ideas portal
- Public ideas portal
- Ideas overview page
- Ideas chart page
- Create a central workspace to manage all ideas
- How promoted record status drives idea status
- Carry over custom field values from ideas to other record types
- "Filter by status" displays duplicate statuses on ideas portal
- Create one ideas portal for all of your workspaces
- Advanced custom portal design
- Import ideas and portal users
- Custom fields for ideas
- Portal notification emails
- Troubleshoot portal notification emails
- Ideas portal weekly summary email
- Manage portal spam
- Manage submitted ideas
- Customize ideas
- Promote ideas directly to your roadmap
- Merge ideas
- Pin ideas
- Respond publicly to users
- Report on trending ideas
- Ideas portal users
- Invite portal users
- Manage portal users
- Aha! Ideas Advanced plan features
- Legacy access to Aha! Ideas Advanced plan features
Ideas portals single sign-on (SSO)
- Portal SSO | SAML 2.0
- Portal SSO | OpenID Connect
- Portal SSO | JSON Web Token
- Portal SSO | Google Cloud Identity
- Portal SSO | OneLogin
- Portal SSO | Entra ID
- Portal SSO | Microsoft Active Directory Federation Services (ADFS)
- Portal SSO | Salesforce
- Portal SSO | Link portal users to organizations (Advanced plan)
- Portal SSO | Troubleshoot single sign-on issues
Features and activities
- Introduction to features
- Introduction to epics
- Introduction to requirements
- Tips for managing and prioritizing features
- User story maps
- Workflow board
- Feature scores
- Features prioritization page
- Mockups
- Copy, move, or bulk edit features
- When to use initiatives vs. epics
- Convert features to other record types
- Carry custom field values from requirements to features
- Estimate effort using custom scorecards
- Add feature start and due dates
- Release dates and feature capacity
- Parking lots
- Create templates for features and requirements
- Should I put bugs on my product roadmap?
- Customize feature cards
- Use epics across releases and workspaces
- Move records from one workspace to another
Roadmaps
Analytics
- Introduction to analytics
- Dashboards
- Reports overview
- Step-by-step examples: List reports, pivot tables, and custom roadmaps
- Filter your reports and roadmaps
- List report
- Perform calculations on data in list reports
- Pivot table
- Charts
- Product value report
- Individuals capacity report
- Team capacity report (Enterprise+)
- Resolve capacity conflicts (Enterprise+)
- Troubleshoot missing records on the team capacity report (Enterprise+)
- Dependency report
- Hierarchy report
- Diagram report
- Bulk edit records
- Report on workspace documents
- Report on a record's time in status
Knowledge
- Knowledge menu
- Documents
- Control workspace document access
- Frameworks
- Meetings
- Share documents
- Guest access
- AI writing assistant
- Template library
- Introduction to whiteboards
- The whiteboard toolbar
- Add and edit whiteboard content
- Advanced whiteboard shapes
- Add media to whiteboards
- Collaborate on whiteboards
- Aha! shapes
- Convert whiteboard content to Aha! records
- View Aha! records on whiteboards
- Create dependencies from a whiteboard
- Create Jira issues from your whiteboard
- Add Jira records to whiteboards
- Add ADO work items to whiteboards
- Create a whiteboard presentation
- Files
- Import documents from Confluence
- Import Microsoft Word documents
- Text editor
- Text editor toolbar
- Style text
- Add and modify tables
- Track history and restore historical versions
- Comment and collaborate on text
- Embed a whiteboard
- Add and comment on media
- Notes
- Access notes
- Create notes
- Note templates
- Organize notes
- Add media to notes
- Add Aha! views and whiteboards to notes
- Add header images to documents and folders
- Lock note editing
- Share and export your notes
- Knowledge base accessibility best practices
- Report on knowledge bases (Aha! Knowledge Advanced)
- Meta descriptions (Aha! Knowledge Advanced)
- Custom knowledge base URLs (Aha! Knowledge Advanced)
- Knowledge base visitor experience (Aha! Knowledge Advanced)
- Custom knowledge base domains (Aha! Knowledge Advanced)
- Knowledge base access (Aha! Knowledge Advanced)
- Knowledge base documents (Aha! Knowledge Advanced)
- Knowledge base homepage (Aha! Knowledge Advanced)
- Knowledge base branding (Aha! Knowledge Advanced)
- Knowledge base settings (Aha! Knowledge Advanced)
- Publishing overview (Aha! Knowledge Advanced)
- AI-powered knowledge base search (Aha! Knowledge Advanced)
Presentations
- Introduction to presentations
- Create and manage presentation themes
- Manage presentation security
- Edit your presentation
- Annotate presentation slides
- Add, duplicate, or remove slides
- Adjust presentation slide images
- Adjust tables in presentation slides
- Add headers and footers to presentation slides
- Deliver your Aha! presentation
- Aha! views in presentation slides
- Apply a theme to an Aha! presentation
- Publish a presentation
- Publish a presentation to a secure webpage
- Use web controls for Aha! presentations
- Publish an Aha! presentation to a PDF
- Slide transitions in Aha! presentations
- Interactive views in Aha! presentations
- Aha! view update frequency in presentations
- Custom branding in presentations
- Embed your presentation in another webpage
- Manage presentation access
- Add collaborators to a presentation
- Change presentation ownership
- Web presentation security
Collaboration
- To-dos
- Watchers
- Notifications
- Comments
- History
- How to use @ and # mentions
- How to share Aha! Roadmaps views externally
- Improve email reception
- Work requests (Enterprise+)
- Saved views
- Create saved views
- Access saved views
- Turn saved views into workspace defaults
- Export saved views to whiteboards
- Share saved views as webpages
- Schedule email delivery of saved views
- Export saved views to Microsoft Powerpoint
Record management
Customizations
- Statuses and workflows
- Feature types
- Record description templates
- Workflow approvals
- Scorecard equations
- Automated scorecard metrics (Enterprise+)
- Custom fields
- Merge custom fields together
- Convert custom fields to different field types
- Custom layouts
- Advanced custom layouts (Enterprise+)
- Manage at-risk work
- Report on at-risk work
- Custom worksheets (Enterprise+)
- Custom equation functions and operators
- Filter arrays with logical operators
- Introduction to advanced equations
- Field identifiers for advanced equations
- Reference Aha! Roadmaps fields in custom worksheet equations (Enterprise+)
- Custom tables (Enterprise+)
- Link custom tables to each other (Enterprise+)
- Use custom tables to manage strategic opportunities
- Track special customer information
Aha! Develop connection
- Connect with Aha! Develop (Advanced plan)
- Aha! Develop connection overview
- Aha! Develop connection best practices
- Aha! Develop connection reporting
- Aha! Develop connection account configuration
- Aha! Develop connection workflows
- Aha! Develop connection capacity planning
- Team status mapping
- Unified backlog management
- Enterprise+ functionality in the Aha! Develop connection
- Record types in the Aha! Develop connection
- User permissions in the Aha! Develop connection
- Report on Aha! Develop records in Aha! Roadmaps
Account management
Account plans
Billing and users
Account single sign-on (SSO)
- Account SSO | SAML 2.0
- Account SSO | Google Cloud Identity
- Account SSO | Okta
- Account SSO | OneLogin
- Account SSO | Microsoft Entra ID
- Account SSO | Microsoft Active Directory Federation Services (ADFS)
- Account SSO | Bitium
- Knowledge base SSO | SAML 2.0 (Aha! Knowledge Advanced plan)
- Knowledge base SSO | OpenID Connect (Aha! Knowledge Advanced)
- Knowledge base SSO | JSON Web Token (Aha! Knowledge Advanced)
- Knowledge base SSO | Google Cloud Identity (Aha! Knowledge Advanced)
- Knowledge base SSO | OneLogin (Aha! Knowledge Advanced)
- Knowledge base SSO | Entra ID (Aha! Knowledge Advanced)
- Knowledge base SSO | Microsoft Active Directory Federation Services (ADFS) (Aha! Knowledge Advanced)
- Knowledge base SSO | Salesforce (Aha! Knowledge Advanced)
- Troubleshoot single sign-on issues
Integrations
Integration guides
- Integrate with your calendar application
- Create multiple development tool integrations for a single workspace
- Manage your integrations
- How to think about integrating Aha! Roadmaps with your development tool
- Import data from your development system
- Create an integration template
- Map fields between Aha! Roadmaps and your development system
- Configure links between integrated records
- View integration log messages
- How to diagnose development tool integration log messages
- Convert an integration from 1.0 to 2.0
- Move records with Jira or Rally
- Link records in Aha! Roadmaps with existing records in another system
- Send changes and accept imports from another system
- Resync Aha! Roadmaps with your development tool
- Move a linked record to another workspace
- Map a single Aha! Roadmaps record type to multiple development system record types
- Integrate a single workspace with multiple projects from the same development tool
- Send records in bulk to integrated tools
- Import error: no valid relationship link
- Integrate one workspace with multiple third-party systems
- Allow list IP addresses for on-premises development tools
- Manually send Aha! Roadmaps records to development tools
Aha! API
Apple Calendar
Azure DevOps
- Integrate with Azure DevOps
- Recommended Azure DevOps mappings
- Sync sprints with Azure DevOps
- Azure DevOps Services Error: "Configuration error for 'installed': getaddrinfo: Name or service not known"
- Integrate with Azure DevOps Services or Azure DevOps Server (version 1.0)
- Use the Azure DevOps integration through a web proxy
- Integration guides
Bugzilla
Confluence
Dropbox
Flowdock
FogBugz
GitHub
GitLab
Google Calendar
Google Chat
Google Drive
Jira
- Integrate with Jira
- Detailed Jira integration instructions
- Recommended Jira mappings
- Integrate with Jira Server on-premises
- Migrate from Jira Server to Jira Cloud
- Use the Jira integration through a web proxy
- Integrate with Jira next-gen projects
- Sync sprints between Aha! Roadmaps and Jira
- Track capacity between Aha! Roadmaps and Jira
- Use webhooks for Jira integrations
- When multiple webhooks are needed and why
- Integrate a single Aha! Roadmaps workspace with multiple Jira projects
- Integrate with Jira when each project has one record type
- Map records between Aha! Roadmaps and Jira Core
- Integrate with Jira (version 1.0)
- Jira integration guides