Create a single-workspace hierarchy

A workspace typically represents what you build and deliver to customers. It is what your customers buy or what your internal stakeholders use.

Please keep in mind:

  • Workspaces are used to set strategy, plan releases, capture ideas, and add features.

  • Parent lines are used to set strategy and create hierarchy by grouping workspaces together.

If you have one team that delivers a single workspace to the market, then a one-workspace hierarchy in Aha! is perfect. This will keep the workspace hierarchy simple and easy to manage.

We automatically use your account name to create a top-level entity. This helps to create a nested portfolio structure to organize your data. It is also useful to set strategy at the top level and link it to work done on the workspace. This makes it easy to have corporate-level goals and workspace-level initiatives that tie to them, which you can visualize in a hierarchy report.

Create your workspace from Settings ⚙️→ Account → Configure workspaces. You will need to be an administrator with customizations permissions to do this.

  1. Click on Add workspace.

  2. Select the parent line it belongs to (if one exists).

  3. Enter a workspace name, optional description, and prefix. Then, click Create workspace.

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After you add your individual workspace, you will see it available in the navigation. Remember that you and other users are not able to edit or delete workspaces that you do not have permissions for. Navigate to Settings ⚙️→ Account → Users to edit permissions.

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If you have more than one workspace, read these articles for setting up multiple workspaces or a large portfolio of workspaces.

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