Calendars

Calendars bring your deliverables and timelines together in an interactive display that helps you plan ahead. Use calendars to visualize the delivery of your releases, features, and to-dos. Then organize them by the date value of your choice. Teams using Aha! to plan work with specific deliverable dates will find this report invaluable.

Note: This article refers to releases and features. Depending on your workspace type, you may see "schedules" and “activities" in your workspace.

Click any of the following links to skip ahead:

Types of calendars

You can create several different types of calendars, each focused on a different type of Aha! record.

Initiatives: Initiatives are how you plan to achieve your strategic goals. They should all be measurable and time-bound. The initiatives calendar lets you get a sense of how many high-level initiatives your team has committed to and when you expect to start or complete them.

Releases: Releases group your features and epics around a release date. Viewing a release calendar gives you different insights than a release Gantt chart might.

Release phases: Your releases are broken up into individual phases, all of which contribute to that eventual release date. The release phases calendar allows you to see these phases in a more granular view than the release phase Gantt chart can provide.

Epics: It can be useful to group multiple features into epics. For organizations that are running multiple epics, an epics calendar allows you to track progress on each one and understand the resourcing constraints that may affect your roadmap.

Features: These calendars are useful for seeing at a glance how your features are progressing. With that perspective, you can rearrange due dates or anticipate challenges as needed.

To-dos: A to-do is the most granular level of work. Use this calendar to get a sense of your team's capacity. The to-do calendar will show what each team member has completed, what they are on track to complete, and where anybody might be overburdened.
Note: If you are particularly interested in your team's capacity, you might also want to use the capacity report for individuals.

Top

Create a calendar

  1. To create a calendar, navigate to Releases → Calendar.
    Note: The Releases → Calendar view is hidden by default in new Aha! accounts. If you would like to enable it, you can do so by customizing your menu navigation.

  2. The feature due date calendar will load by default. Click the Add calendar button to select another calendar.

  3. Calendars focus on a specific type of record in Aha! and can be organized by due date, start date, or a custom date. Once you have selected a calendar, click Create.

Support - Calendars - inline image

Top

How to use a calendar

Once you have created a calendar, your records will populate on the calendar and stay up to date whenever a record is updated. Reorder multiple records that exist on the same day to give a sense of prioritization.

Note: The way you have ordered your records within a day is unique to your calendar view. To share your view with others, save your calendar, then share it.

Records without dates will appear on the right side of the calendar, in a sidebar called Records with no <date field>. You can drag a record from this sidebar onto your calendar report to give it a date, or click on it to open its drawer view and adjust any fields. Or, you can search the list by record name with an optional Release filter.

Note: The filters at the top of the calendar trump the Release filter in the Records with no <date field> sidebar. A given release must be selected in the calendar's top-level Release filter before its records will show when you filter for it in the Release filter in the sidebar.

Top

Customize your calendar

Just like Aha! reports, you can use dropdown menus at the top of your calendar as well as the Edit filters icon to filter down to the exact information you need.

Use the Customize view ⚙️ icon to show or hide weekends or to customize the records displayed in your calendar by clicking Customize cards. To customize your cards, drag fields onto the example card, adjust the size of the cards, include epics, or include a cover image. By default, a record's first attachment will become its cover image on the calendar report.

To design a smaller card, toggle to the Collapsed view option on the Customize record cards modal. Then, once you have designed an expanded and collapsed view, you can toggle between Big cards and Small cards options on the left side of the menu bar.

Support - Calendars - inline image

Top

Change your calendar view

For many users, the calendar is just one way to view the same data. Often you want to examine the work your team plans to complete in a Gantt chart, visualize it in a calendar, or track its burndown progress.

Use the Change view type dropdown to switch between several common views while retaining any filters you have added.

Note: Filters you add yourself will transfer to a new view. Page filters — filters associated with the original view that cannot be removed — will not appear on the new view.

Your View type options are:

  • Gantt: The Gantt chart view of your work.

  • Details: The details view of your work.

  • Progress: The burndown chart of a specific release.

  • Calendar: The calendar view of your work.

Top

Share your calendar

Once your calendar is ready, click Save to name it, save it, and adjust viewing permissions. You can share it with your stakeholders by selecting one of the export options through the Share button on the top-right of the page.

Top

Aha! Roadmaps
Strategic roadmaps
    Integrations
      Aha! Ideas
      Announcements
      © 2020 Aha! Labs Inc.All rights reserved