Workspaces and parent lines

When you build out your workspace hierarchy, you will come across two types of hierarchy elements: workspaces and parent lines.

  • Workspaces should be organized around what you deliver to your customers or users.

  • Parent lines are a way for you to organize your workspaces into families, suites, or groups. Parent lines can also represent any level in your organization, such as business units, divisions, and your company. Therefore, a parent line can contain other parent lines and workspaces.

You must be an Aha! administrator with customization permissions to configure workspaces and parent lines.

Click any of the following links to skip ahead:

Configuring your workspace hierarchy

Setting the right hierarchy is important if you want easy navigation or to set up more sophisticated user permissions. But it is especially important for rolling up strategy from the workspace all the way up to the company level.

Before configuring workspaces or parent lines, we recommend you read through how to add your workspaces in Aha! and review the Aha! data model for the various workspace types available to ensure you are setting the right hierarchy.

You can start by setting up either workspaces or parent lines under Settings ⚙️ → Account → Workspaces. You can rearrange your groupings at any time. You can adjust your workspace hierarchy by creating a parent line and then selecting which workspaces belong to it. Or you can select a workspace and choose which parent line it belongs to.

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Configure workspaces

  1. Click Add workspace.

  2. Select the workspace type you wish to create. The different workspace types are pre-configured for particular work.

  3. Select the parent line your new workspace should belong to (if one exists).

  4. Enter a workspace Name and Prefix. Then click Create workspace.

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Configure parent lines

  1. Click on Add line.

  2. Select the line's Type. This is one of the workspace types.

  3. Select the parent line your new line belongs to (if one exists).

  4. Enter a Name, Prefix, and Label.

  5. Add any child workspaces or parent lines (if they exist). Then click Create line.

Note: Parent lines with equivalent Label will be grouped on equivalent levels of the hierarchy report and the workspace settings report. A parent line also inherits its terminology in the top-level navigation menu from its label.

  • It may be helpful to select consistent parent line label nomenclature across your Aha! account before you start creating parent lines. (For example: "Company → Division → Subdivision → Workspace" or "Organization → Team → Group → Workspace".) You can also edit this field at any time if your account's nomenclature needs to change.

  • There are situations where you might want to have inconsistent nomenclature in your account — if you want to ensure that no one will be able to accidentally report on one workspace's initiatives under a different parent line's goals, for example.

Remember that once you create a workspace hierarchy, you can select which workspace or parent line you are going to work on from the dropdown menu at the top-left of the Aha! navigation.

This dropdown allows you to expand or collapse parent lines, type to search for a specific workspace, and also saves the three most recent workspaces you have viewed for faster access.

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Move workspaces to a new parent line

If your workspace hierarchy changes, you may need to move a workspace or a set of workspaces to a new parent line. Before you do so, consider two ways the move might affect your team:

  • Many workspace settings can be inherited from the parent line — which means moving a workspace to a new parent line will also change the workspace's settings.

  • User can inherit their user permissions from a parent line — which means moving a workspace to a new parent line could also change users' workspace access and permission levels.

To address these concerns, review the settings of the workspace(s) you intend to move. You may find the workspace settings report helpful here. Pay attention to any setting that is set to Inherit from line, and make sure the new parent line's settings are settings you want the child workspaces to inherit.

Then, it's time to look at users. Navigate to Settings ⚙️ → Account → Users and filter the list of users by the workspace(s) you intend to move. Make sure that the appropriate users have the appropriate user permissions in the new parent line, and if you are an Enterprise+ customer, make sure they will still have access to the appropriate custom roles.

Note: You can use both the workspace settings report and the Settings ⚙️ → Account → Users page to bulk edit multiple settings or multiple users, if you choose to.

Settings that will not move with the workspace if set to inherit from the old parent line

Account settings

Workspace settings

Settings that will move along with the workspace to the new parent line

  • Record links
    Note: While moving a workspace to a new parent line will maintain record links, users associated with that workspace may see their permissions change as a result of the move, and may not be able to see or access some linked records.

  • Workspace settings that do not inherit from a parent line

  • User permissions that do not inherit from a parent line

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Create your overall workspace structure

With workspaces and parent lines, you will create an overall structure representing your offerings and how they are related to one another for your customers and within your company.

Often your workspaces have technical components, or are part of a bundled or larger solution, or may even be more of a platform of capabilities to benefit the entire portfolio. When you create a workspace structure that considers these relationships, your roadmaps at every level of detail can be made easily from the day-to-day work that is already being done.

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Report on workspace settings

For a comprehensive view of the workspace settings across your Aha! account, navigate to Settings ⚙️→ Workspace in any workspace or parent line, then click the View report link to open a pre-built list report.

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Note: This report will show you the settings for every workspace and parent line in your account that you have access to.

Use the report to view your workspace settings all on one page, so you can compare them at a glance and adjust them easily.

To view your workspace settings in the context of your workspace hierarchy, load your workspace settings report, and then use the Record type dropdown to view your report as a pivot table.

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