Aha! Roadmaps | Set up your Aha! Roadmaps account

Welcome to your Aha! Roadmaps account! In this video, we will walk through the first account customizations you should make to help your new account feel like home: workspace hierarchy, status workflows, scorecards, and record layouts.

Click below to watch the video or scroll down for more resources.

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Enjoy your new Aha! account
Learn more
Best practices
Meet your new team

Enjoy your new Aha! account

Do meaningful work faster — at every phase of the product development lifecycle:

I want to ...	Try this
Define workspaces for my product portfolio	Organize your workspace hierarchy to match the way your organization is structured. Each team will have their own space to deliver against their roadmap — and you can link their contributions to higher-level company goals.
Model statuses in my Aha! account after the workflow my team uses already	Customize your status workflow to help work move smoothly through your process.
Compare potential work objectively — so I can prioritize the most impactful items	Add an objective score to each item, then rank work on prioritization pages.
Track business critical information on features	Create custom fields, then move them to the top half of your features' layout.

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Learn more

We took notes on the video — so you do not have to. Click any of these links to learn more about what piqued your interest:

Settings	Account profile Account billing Account customization Workspace
Workspace hierarchy	Workspaces and workspace lines
Customizations	Custom status workflows Introduction to the product value score Custom scorecards Custom fields Custom record layouts
Ideas portals	Introduction to ideas portals
Account-level integrations	Teams Slack Confluence All integrations
User permissions	Administrator user permissions Non-admin user permissions

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Best practices

We have helped over a million customers set up their Aha! accounts. Here are a few tips to get you started!

Workspace hierarchy	Start simple — you can always make it more sophisticated. Organize workspaces around what you deliver to your customers.
Custom status workflows	Do not start from scratch. Use the example workflow for each record type as a base — then customize it to fit your needs.
Custom scorecards	Start with the default product value scorecard. Estimate a few features and note where the priority feels off to you. Then adjust the equation's weighting. Trial a brand new scorecard in a demo workspace to make sure it fits your needs. Once it works well, re-create it in your real workspaces.
Custom layouts	Start simple! Add a couple custom fields and run a record through its workflow to make sure that the custom fields help with alignment. Arrange fields within a custom layout with the most important workflow information — location, type, assignee, and status — near the top. Put less actionable fields near the bottom

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Meet your new team

Get the most out of your Aha! Roadmaps account with the Aha! Customer Success team. We do not have salespeople here — just product experts who love to discuss best practices and respond very quickly.

Reach out to:

Talk through your workspace hierarchy and make sure you have structured your Aha! account effectively.
Discuss status workflows, including fixed workflows with stage gates for things like regulatory or finance approvals.
Review your account customizations, and discuss how to push and pull key information through integration mappings.

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