Aha! Roadmaps | 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.

  • Workspace 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! Roadmaps 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 Workspaces. You will need to be an administrator with customizations permissions to do this.

Workspaces cannot be converted to workspace lines and vice versa.

  1. Click on Add workspace.

  2. Select the type of workspace you would like to create. Click Next.

  3. Select the workspace line it belongs to (if one exists).

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

The create workspace modal in front of the workspaces account settings.

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.

The portfolio roadmap with a single-workspace hierarchy dropdown expanded.

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

Suite overview
Aha! Roadmaps
      Account management
      Aha! Ideas