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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