Aha! Roadmaps | Idea 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 have already identified many great ideas and ranked them by product value score. But scores inevitably need to be adjusted as you learn more, and priorities shift as a result.

Determining the value of prioritizing work are two essential strategic tasks product managers must stay ahead of. The Prioritization page provides you with a convenient place to do both. Use filters to find the ideas you want to prioritize, edit product value scores in-line, and drag and drop ideas 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.

Choose from bars/sliders or inputs to tab quickly through each field and adjust scores in the style you prefer

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

Contributor

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Create a view

  1. Navigate to Ideas 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. Use filters to narrow down the ideas you want to rank. You can filter by idea status, tags, workspace, and more. For example, filter for ideas with an Under consideration status to build a list of future priorities.

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

Once you have formed your list, you will see various details about each idea to help you identify the work you are prioritizing. Each idea'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 upper 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 to implement. Even if every idea in your prioritization view has a product value score, revisiting scores before moving forward will help you prioritize ideas based on the most up-to-date 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 idea at once by editing product value scores in-line. Click the >> arrows to reveal the product value score metrics next to any idea'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 idea. When you are finished, click the << arrows to close the scoring section and begin ranking ideas.

Note: Changing an idea'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 ideas, in-line scoring is not available to you. But you can still edit product value scores on your ideas. 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 ideas, you can begin ranking them. Drag and drop the ideas into your desired order, or edit ranking values manually for each idea in the Rank column.

If you want a quick way to rank all ideas by product value score, click the Product value column header. Check the boxes in the warning modal to confirm that you understand that you will lose the current rankings displayed in the view, then click Yes, apply new rank. Ideas 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 Ideas 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: 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, but you do not want to create a new view from scratch, 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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