Aha! Roadmaps | Set up your workspace

Go here...

...do this

Settings ⚙️ Workspace Configure

• Select the product value scorecard for features

• Choose a workflow for features in your workspace.

• Apply a custom layout to records in your workspace.

Settings ⚙️ Workspace Terminology

• Update terminology to reflect the words your team uses for strategy and work.

Settings ⚙️ Workspace Navigation

• Hide navigation options that your team is unlikely to need.

Settings ⚙️ Workspace Default views

• Choose the views that will best connect your team with your plans.

Settings ⚙️ Workspace Templates

• Review the template library and the options for strategic models. Select the templates that will be the most useful for your team.

Settings ⚙️ Workspace Ideas portals

• Create a simple ideas portal to start centralizing customer feedback.

Settings ⚙️ Workspace Integrations

• Create a workspace-level integration with your development team or communication tool like Slack.

Workspace configuration

• Do you have multiple workspaces under the same parent line? Think about ways that you can standardize workspace configuration across them all — terminology, statuses (and status colors), scorecards, and more. This will help as teams work cross-functionally toward shared goals.

Document templates

• Each workspace can inherit document templates from the parent- or company-line above it. Consider where you want to use standard document templates, and where your team might need a template unique to your workspace.

Integrations

• Use the development tool importer to populate your workspace with your development backlog.

• Work with Aha! Customer Success to define integration templates so that you can integrate multiple Aha! workspaces with as many development team projects as you need.

Settings

• User permissions

• Workspace settings

Workspaces

• Workspaces and parent lines

• Explore workspace types

• Product

• IT

• Business

• Project

• Marketing

• Services

Customizations

• Introduction to the product value score

• Custom scorecards

• Custom status workflows

• Custom record layouts

• Custom fields

• Calculate progress

• Workspace terminology

• Workspace navigation

• Template library

Record types

• Strategic models

• Positioning

• Release templates

• Introduction to releases

Ideas portals

• Introduction to ideas portals

• Customize your portal

Imports

• CSV import

• Confluence import

• Development tool import

Workspace-level integrations

• Jira

• Azure DevOps

• Other workspace-level integrations