January 5, 2024 release notes
All Aha! accounts
Improvements
Select and move multiple documents at once so you can reorganize everything efficiently.
Use the keyboard shortcut Command or Control + D to duplicate whiteboard objects.
Aha! Ideas
Improvements
Advanced plan subscribers can now link ideas portal users to the customer organizations they belong to using single sign-on.
Advanced plan subscribers can now add Salesforce links to organization reports.
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
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
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
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
- Create templates for features and requirements
- Should I put bugs on my product roadmap?
- Customize feature cards
- Use epics across releases and workspaces
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
Collaboration
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)
- Report on Aha! Develop records in Aha! Roadmaps
- 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
Account management
Account plans
Billing and users
Security and system requirements
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
- 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)
- 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
Jira integration troubleshooting
Microsoft OneDrive
Microsoft Outlook Calendar
Microsoft Power BI
Microsoft Teams
Pivotal Tracker
Rally
Redmine
ServiceNow
Slack
Trello
Zapier
Aha! Ideas
Ideas
Introduction
How to
Imports
Settings
Workspaces
Idea management
- Introduction to idea management
- Ideas overview page
- Idea visibility
- Ideas prioritization page
- Priorities chart
- Portal notification emails
- Troubleshoot portal notification emails
- Emailed ideas
- Proxy votes (Advanced plan)
- Segments (Advanced plan)
- Organizations (Advanced plan)
- Contacts (Advanced plan)
- AI-powered idea exploration (Advanced plan)
- Salesforce opportunity report (Advanced plan)
- Analyze ideas with AI (Advanced plan)
- Manage submitted ideas
- Customize ideas
- Merge ideas
- Pin ideas
- Respond publicly to ideas portal users
- Report on trending ideas
Ideas portals
- Introduction to ideas portals
- Ideas portal settings
- Advanced custom portal design
- Import users and data
- Public ideas portal
- Private ideas portal
- Submit-only ideas portal
- Portal comments
- Ideas portal weekly summary email
- Dynamic idea submission forms (Advanced plan)
- Display multiple languages in your portal (Advanced plan)
- Create a custom ideas portal domain (Advanced plan)
- Custom pages (Advanced plan)
- Polls (Advanced plan)
- Manage portal spam
- Ideas portal users
- Invite portal users
- Manage portal users
Ideas portals single sign-on (SSO)
- Portal SSO | SAML 2.0
- Portal SSO | JSON Web Token
- Portal SSO | OpenID Connect
- Portal SSO | Google Cloud Identity
- Portal SSO | Salesforce
- Portal SSO | OneLogin
- Portal SSO | Entra ID
- Portal SSO | Microsoft Active Directory Federation Services (ADFS)
- Share your SSO configuration between ideas portals (Advanced plan)
- Portal SSO | Link portal users to organizations (Advanced plan)
- Portal SSO | Troubleshoot single sign-on issues
Research
- Schedule an empathy session (Advanced plan)
- Prepare an empathy session (Advanced plan)
- Run an empathy session (Advanced plan)
- Community feedback widget (Advanced plan)
- Polls widget (Advanced plan)
- Idea submission widget (Advanced plan)
- In-app feedback widget installation (Advanced plan)
- In-app feedback widget FAQs (Advanced plan)
Reports
Knowledge
- Documents
- Share documents
- Guest access
- Template library
- AI writing assistant
- Meetings
- Introduction to whiteboards
- Add and edit whiteboard content
- Advanced whiteboard shapes
- Aha! shapes
- Add media to whiteboards
- The whiteboard toolbar
- Collaborate on whiteboards
- Convert whiteboard content to ideas
- View Aha! records on whiteboards
- Create a whiteboard presentation
- The text editor
- Text editor toolbar
- Style text
- Add and modify tables
- Comment and collaborate on text
- Embed a whiteboard
- Add and comment on media
- Track history and restore historical versions
- 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
Collaboration
Record management
Account management
Account plans
Billing and users
Security and system requirements
Account single sign-on (SSO)