Aha! Roadmaps | Feature and activity prioritization page

“What is your top priority right now?” It sounds simple enough but product managers know this is a loaded question. The answer depends on context — it is common to have multiple “top” priorities. You can look at your features and rank them by product value score. But scores inevitably need to be adjusted as work is further defined, and priorities shift as a result.

Determining the value of work and prioritizing work are two essential strategic tasks product managers must persistently stay ahead of. The Prioritization page provides you with a convenient place to do both. Use filters to find the work you want to prioritize, edit product value scores in-line, and drag and drop records into rank by priority. Then save your view and share it with your team to drive alignment. You can create as many different prioritization views as you choose — so you can have a ranked list of your product team's priorities for every context.

Click any of the following links to skip ahead:

Permissions

Action

User permission level

Change the score on individual records

Contributor

Create a saved view

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Create a view

  1. Navigate to Features Prioritization and click Create new report. You will receive a warning that creating a new report will clear the current report from the screen. Click Yes to move forward and clear the page. Click No if you need to save unsaved work before creating a new view.

  2. In the top-left corner, use the toggle to select Epics or Features to determine the record type you need to rank.

  3. Use filters to narrow down the records you want to rank. You can filter by record status, tags, workspace, release, and more. For example, filter for records with an Under consideration status to build a list of future priorities or filter for a specific release to prioritize only work within that release.

  4. Click Move # records to move the full list of filtered records to the right to be prioritized. Alternatively, drag and drop records one by one to the right from the Unranked column.

Once you have formed your list, you will see various details about each record to help you identify the work you are prioritizing. Each record's line will display its title, product value score, type, status, any associated initiatives it belongs to, and its assignee name. Display more data in your prioritization table by adding a column. Click + in the top-right corner of the table to add a column and select the field you want to display.

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Edit product value scores

The product value score is a great way to estimate the value of work at any stage in the product development lifecycle. But even the slightest insight you gain along the way can impact the potential value of work you are planning or implementing. Even if every record in your prioritization view has a product value score, revisiting scores before moving forward will ensure your prioritization decisions are based on the most current information.

How you will edit product value scores from this page depends on whether you are using a default or custom scorecard.

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Default product value scorecard

If you are using the default product value scorecard, you can easily update scores for each record at once by editing product value scores in-line. Click the >> arrows to reveal the product value score metrics next to any feature's product value score. When the scoring section expands, you will see a column for each metric included on the default product value scorecard. Use the sliders or enter values directly in the fields to adjust scores as needed for each record. When you are finished, click the << arrows to close the scoring section and begin ranking records.

Drag and drop or type in a rank to rapidly create your prioritized view

Note: Changing a record's score from the Prioritization page will also update the score on the record itself.

Custom scorecards

If you are using a custom scorecard to score records, in-line scoring is not available to you. But you can still edit product value scores on your records. Click each record individually to open its detail drawer view and adjust scores where appropriate.

Rank records

Once you have up-to-date product value scores and all the details you need to prioritize your records, you can begin ranking them. Drag and drop records into the desired order or edit ranking values manually for each record in the Rank column.

For a quick way to rank records by product value score or their individual metrics, click the column header you want to sort by. Records will then be ranked in order of highest product value score to lowest.

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Save and share a view

You will create a saved view to save your prioritization view. When strategy or timelines shift and you need to update your prioritization view, open it from the Features Prioritization page to quickly make adjustments. Share the view's URL with teammates to align and collaborate.

  1. Select Save view.

  2. Add a Name. We recommend choosing a name specific to the records you prioritized to distinguish it from other prioritization views.

  3. Choose which workspace(s) or team(s) you want to Share internally with. Users with permissions to access the workspace(s) you select will be able to access your view — though it will be filtered to the current viewing user's permissions.

  4. Set the Save in value by choosing a folder where you would like to save the view. You can create and manage folders on the reports overview page.

  5. Set the Editing permissions. You have two options for editing permissions.

    • View only: Users you have shared the view with will be able to see the view but only you and administrators will be able to edit the view.

    • View and edit: Anyone you have shared the view with will be able to view and edit regardless of their workspace- or team-level permissions.

  6. Click Save view.

Share your view's URL with your teammates to get feedback and drive alignment around your priorities.

Note: Epics, features, and ideas will not indicate on their record details whether they are included in any saved prioritization views.

Edit an existing view

If your prioritization view becomes outdated and you do not want to create a new view, you can easily edit your existing view. Navigate to Features Prioritization. Then click Views Saved views to find and open the desired view. When your view opens, you can add, remove, score, and rank records as you did when you first created it.

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