Aha! Roadmaps | How to create the perfect workflow
Claire George, Aha! product expert and product marketing lead, will teach you how to create custom workflows in this tutorial. You will learn how to:
Build a flexible workflow for managing features
Set a fixed workflow with approval gates for new initiatives
Suite overview
Suite overview
Introduction
Workspaces and teams
Notebook
Reports
Collaboration
Account management
Billing and users
Security & system requirements
Integrations
Aha! API
Dropbox
Google Drive
Microsoft OneDrive
Aha! Roadmaps
Roadmaps
Introduction
- Run a successful Aha! trial
- Get started with your new account
- How to build a roadmap in five steps
- Import data
- Explore a demo workspace in your account
- Explore a product workspace in your account
- Explore an IT workspace in your account
- Explore a project workspace in your account
- Explore a services workspace in your account
- Explore a business operations workspace in your account
- Explore a marketing workspace in your account
How to
- How to create a custom whiteboard template
- How to build a roadmap in five steps
- How to visualize linked dependency statuses at scale
- How to import your backlog from Jira
- How to show the strategic progress at multiple levels
- How to identify schedule risks with calculation columns
- How to visualize cross-team capabilities with custom tables (Enterprise+)
- How to add a custom field
- How to pull work from Aha! Roadmaps into Aha! Develop
- How to share a report, roadmap, or view
- How to identify and prioritize high-value ideas
- How to import a Jira backlog into your Aha! account as ideas
- How to edit a status workflow
- How to build your product strategy
- How to host a collaborative brainstorming session
Workspaces
- Workspaces
- Workspaces and workspace lines
- Differences between workspace types
- Create a single-workspace hierarchy
- Create a multi-workspace hierarchy
- Create a portfolio hierarchy
- Workspace templates (Enterprise+)
- Notebook menu
- Files
- Archive or delete a workspace or workspace line
- How to define your product workspace
- Duplicate workspace and workspace line prefix error
Settings
- Account settings
- Account billing settings
- Account customization settings
- Workspace settings
- Workspace ideas settings
- Workspace import settings
- Integration settings
- Manage your workspace settings
- Personal settings
- Shortcuts
- Import data from a CSV file
- Import notes from Confluence
- Getting started with capacity planning (Enterprise+)
- Individual capacity planning
- Configure team capacity planning (Enterprise+)
- Estimate work for capacity planning (Enterprise+)
- Automation (Enterprise+)
Strategy
Releases and schedules
Ideas
- Introduction to ideas
- Proxy votes
- Configure your ideas portal
- Manage ideas portal users
- Manage submitted ideas
- Ideas prioritization page
- Emailed ideas
- Submit-only ideas portal
- Private ideas portal
- Public ideas portal
- Ideas overview page
- Ideas chart page
- Create a central workspace to manage all ideas
- How promoted record status drives idea status
- Configure your own ideas portal URL with a CNAME (Ideas Advanced plan)
- Carry over custom field values from ideas to other record types
- "Filter by status" displays duplicate statuses on ideas portal
- Create one ideas portal for all of your workspaces
- Advanced custom portal design
- Import ideas and portal users
- Custom fields for ideas
- Idea management notifications
- Ideas portal weekly summary email
- Manage portal spam
Features and activities
- Introduction to features
- Introduction to epics
- Introduction to requirements
- Tips for managing and prioritizing features
- User story maps
- Workflow board
- Feature scores
- Features prioritization page
- Mockups
- Copy, move, or bulk edit features
- When to use initiatives vs. epics
- Convert features to other record types
- Create flowcharts in the mockups tool
- Carry custom field values from requirements to features
- Estimate effort using custom scorecards
- Add feature start and due dates
- Create templates for features and requirements
- Should I put bugs on my product roadmap?
- Customize feature cards
- Use epics across releases and workspaces
Roadmaps
Analytics
- Introduction to analytics
- Dashboards
- Reports overview
- Step-by-step examples: List reports, pivot tables, and custom roadmaps
- Filter your reports and roadmaps
- List report
- Perform calculations on data in list reports
- Pivot table
- Charts
- Individuals capacity report
- Team capacity report (Enterprise+)
- Resolve capacity conflicts (Enterprise+)
- Troubleshoot missing records on the team capacity report (Enterprise+)
- Dependency report
- Hierarchy report
- Diagram report
- Bulk edit records
- Report on workspace documents
Notebook
Presentations
Collaboration
Customizations
- Statuses and workflows
- Workflow approvals
- Scorecard equations
- Automated scorecard metrics (Enterprise+)
- Custom fields
- Custom layouts
- Advanced custom layouts (Enterprise+)
- Introduction to advanced equations
- Field identifiers for advanced equations
- Custom equation functions and operators
- Filter arrays with logical operators
- Custom tables (Enterprise+)
- Custom worksheets (Enterprise+)
- Manage at-risk work
- Reference Aha! Roadmaps fields in custom worksheet equations (Enterprise+)
- Link custom tables to each other (Enterprise+)
- Use custom tables to manage strategic opportunities
- Track special customer information
Best practices
- Best practices for linking your work to strategy
- Best practices for tracking OKRs
- Best practices for configuring Aha! to support SAFe®
- Best practices for configuring Aha! to support the Pragmatic Framework
- Best practices for tracking product development risks
- Best practices for managing cross-functional requests
- How to set product strategy
- How to capture and prioritize customer ideas
- Best practices for launching your ideas portal
- Best practices for managing product platforms
- Best practices for managing solution offerings
- Best practices for managing product components
- Best practices for managing complex product bundles
- Best practices for creating a product information hub
- Best practices for using documents to collaborate with stakeholders
Enterprise+ functionality
- Enterprise+ plan features
- Advanced custom layouts (Enterprise+)
- Automated scorecard metrics (Enterprise+)
- Automation (Enterprise+)
- Back up your account (Enterprise+)
- Configure team capacity planning (Enterprise+)
- Custom roles (Enterprise+)
- Custom tables (Enterprise+)
- Custom worksheets (Enterprise+)
- Enable IP address based access control (Enterprise+)
- Estimate work for capacity planning (Enterprise+)
- Getting started with capacity planning (Enterprise+)
- Integrate with security webhooks (Enterprise+)
- Link custom tables to each other (Enterprise+)
- Monitor your account activity (Enterprise+)
- Reference Aha! Roadmaps fields in custom worksheet equations (Enterprise+)
- Resolve capacity conflicts (Enterprise+)
- Team capacity report (Enterprise+)
- Work requests (Enterprise+)
- Workspace templates (Enterprise+)
Account management
Account plans
Billing and users
Security and system requirements
Single sign-on (SSO)
- Account SSO | SAML 2.0
- Account SSO | Google Cloud Identity
- Account SSO | Okta
- Account SSO | OneLogin
- Account SSO | Microsoft Azure Active Directory Services (Azure AD)
- Account SSO | Microsoft Active Directory Federation Services (ADFS)
- Account SSO | Bitium
- Portal SSO | SAML 2.0
- Portal SSO | OpenID Connect
- Portal SSO | JSON Web Token
- Portal SSO | Google Cloud Identity
- Portal SSO | OneLogin
- Portal SSO | Microsoft Azure Active Directory Services (Azure AD)
- Portal SSO | Microsoft Active Directory Federation Services (ADFS)
- Portal SSO | Salesforce
- Troubleshoot single sign-on issues
Integrations
Introduction to integrations
- How to think about integrating Aha! Roadmaps with your development tool
- Manage your integrations
- Create multiple development tool integrations for a single workspace
- Integrate one workspace with multiple third-party systems
- Integrate with your calendar application
- Allow list IP addresses for on-premises development tools
- Manually send Aha! Roadmaps records to development tools
Integration guides
- Import data from your development system
- Create an integration template
- Map fields between Aha! Roadmaps and your development system
- Configure links between integrated records
- View integration log messages
- How to diagnose development tool integration log messages
- Convert an integration from 1.0 to 2.0
- Move records with Jira or Rally
- Link records in Aha! Roadmaps with existing records in another system
- Send changes and accept imports from another system
- Resync Aha! Roadmaps with your development tool
- Move a linked record to another workspace
- Map a single Aha! Roadmaps record type to multiple development system record types
- Integrate a single workspace with multiple projects from the same development tool
- Send records in bulk to integrated tools
- Import error: no valid relationship link
Aha! API
Aha! Develop
Apple Calendar
Azure DevOps
- Integrate with Azure DevOps
- Recommended Azure DevOps mappings
- Sync sprints with Azure DevOps
- Azure DevOps Services Error: "Configuration error for 'installed': getaddrinfo: Name or service not known"
- Integrate with Azure DevOps Services or Azure DevOps Server (version 1.0)
- Use the Azure DevOps integration through a web proxy
- Integration guides
Bugzilla
Confluence
Dropbox
Flowdock
FogBugz
GitHub
GitLab
Google Calendar
Google Chat
Google Drive
Jira
- Integrate with Jira
- Detailed Jira integration instructions
- Recommended Jira mappings
- Integrate with Jira Server on-premises
- Migrate from Jira Server to Jira Cloud
- Use the Jira integration through a web proxy
- Integrate with Jira next-gen projects
- Sync sprints between Aha! Roadmaps and Jira
- Track capacity between Aha! Roadmaps and Jira
- Use webhooks for Jira integrations
- When multiple webhooks are needed and why
- Integrate a single Aha! Roadmaps workspace with multiple Jira projects
- Integrate with Jira when each project has one record type
- Map records between Aha! Roadmaps and Jira Core
- Integrate with Jira (version 1.0)
- Jira integration guides
Jira integration troubleshooting
Microsoft Outlook Calendar
Microsoft Teams
Microsoft OneDrive
Pivotal Tracker
Rally
Redmine
Salesforce
- Integrate with Salesforce (Advanced plan)
- Gather customer feedback with Salesforce (Advanced plan)
- Link Aha! Roadmaps and Salesforce records in bulk (Advanced plan)
- Integrate with Salesforce for idea capture (Legacy access)
- Salesforce application release notes
- Import Salesforce links by CSV (Advanced plan)
ServiceNow
Trello
Zapier
Aha! Ideas
Ideas
Introduction
How to
Settings
Workspaces
Idea management
- Introduction to idea management
- Ideas overview page
- Idea visibility
- Ideas prioritization page
- Priorities chart
- Manage submitted ideas
- Idea management notifications
- Emailed ideas
- Proxy votes (Advanced plan)
- Segments (Advanced plan)
- Organizations (Advanced plan)
- Contacts (Advanced plan)
- AI-powered idea exploration (Advanced plan)
Ideas portals
- Introduction to ideas portals
- Configure your ideas portal
- Advanced custom portal design
- Manage ideas portal users
- Import users and data
- Public ideas portal
- Private ideas portal
- Submit-only ideas portal
- Ideas portal weekly summary email
- Display multiple languages in your portal (Advanced plan)
- Create a custom ideas portal domain (Advanced plan)
- Custom pages (Advanced plan)
- Polls (Advanced plan)
- Manage portal spam
Research
- Schedule an empathy session (Advanced plan)
- Prepare an empathy session (Advanced plan)
- Run an empathy session (Advanced plan)
- Introduction to the community feedback widget (Advanced plan)
- Introduction to the polls widget (Advanced plan)
- Introduction to the in-app idea submission widget (Advanced plan)
- Install in-app feedback widgets in your web application (Advanced plan)
- Frequently asked questions about in-app feedback widgets (Advanced plan)
Reports
Notebook
Collaboration
Account management
Account plans
Billing and users
Security and system requirements
Integrations
Introduction to integrations
Account single sign-on (SSO)
Aha! API
Dropbox
Flowdock
Google Chat
Google Drive
Microsoft OneDrive
Microsoft Teams
Portal single sign-on (SSO)
- Portal SSO | SAML 2.0
- Portal SSO | JSON Web Token
- Portal SSO | OpenID Connect
- Portal SSO | Google Cloud Identity
- Portal SSO | Salesforce
- Portal SSO | OneLogin
- Portal SSO | Microsoft Azure Active Directory (Azure AD)
- Portal SSO | Microsoft Active Directory Federation Services (ADFS)
- Share your SSO configuration between ideas portals (Advanced plan)
- Portal SSO | Troubleshoot single sign-on issues
Salesforce
ServiceNow
Zapier
Aha! Notebooks
Notebooks
Introduction
Settings
Account management
Account plans
Billing and users
Security and system requirements
Aha! Develop
Develop
Introduction
Settings
- Account profile settings
- Account billing settings
- Account customization settings
- Team settings
- Team status automation settings (Develop Advanced)
- Team import settings
- Personal settings
- Shortcuts
- Import data from a CSV file
- Import notes from Confluence
- Import Trello cards and lists
- Automation (Advanced plan)
Extensions
- Introduction to extensions
- Extension library
- Build your first extension
- Build your first importer extension
- Create an extension
- Extension contribution types
- Importer extension contributions
- View extension contributions
- Command extension contributions
- Event handler extension contributions
- Endpoint extension contributions
- Settings extension contributions
- Store extension data
- Write extension contribution code
- Install an extension
- Debug an extension
- Package.json file format
- Extension API reference
- CLI reference
- GraphQL API
- Model API
- Extension fields
- Extensions security model
Plan
Notebook
Collaboration
Reports
- Introduction to reports (Advanced plan)
- Velocity report (Advanced plan)
- Throughput report (Advanced plan)
- Cycle time report (Advanced plan)
- Burndown chart (Advanced plan)
- Delivery risk report (Advanced plan)
- Value delivered report (Advanced plan)
- Work delivered report (Advanced plan)
- Sprint retrospective report (Advanced plan)
- Report on workspace documents
Customizations
Account management
Account plans
Billing and users
Security and system requirements
Single sign-on (SSO)
Integrations
Aha! API
Aha! Roadmaps
Dropbox
GitHub
Google Drive
Microsoft OneDrive
ServiceNow
- Gain executive alignment on your product roadmap
- How to build your 2024 product roadmap
- Is bad capacity planning destroying your roadmap?
- Boost customer research with AI
- How to integrate with Salesforce
- One place for your product notes and whiteboards
- Better ways to track dependencies
- Explore the world of advanced reporting
- Create reports like a product pro
- Aha! and Pragmatic Marketing = Product management success
- How to integrate with Jira
- Learn the newest way to score features
- How to keep product managers and engineers in sync
- Build impressive roadmaps with the right details
- Understand the customers behind the ideas
- Build your best roadmap presentation
- The best new ways to gather feedback
- Create a beautiful ideas portal
- Say "yes" or "no" to features
- Organize your work with custom layouts
- Build interactive dashboards
- Manage big plans with the new Gantt chart
- Advanced features for complex work
- 3 most popular new roadmap features
- How to create the perfect workflow
Getting started videos
Quick tips videos
- How to import your data
- How to set strategic goals
- How to estimate and track product value
- How to build a strategy roadmap
- How to research and evaluate competitors
- How to configure your Jira integration
- How to edit a status workflow
- How to prioritize work with the Aha! score
- How to visualize dates and dependencies
- How to import your Jira backlog
- How to create a release template
- How to include calculation columns in pivot tables
- How to create a calendar report
- How to create a features roadmap
- How to create a portfolio roadmap
- How to customize feature cards
- How to organize your hierarchy report
- How to create a clear vision
- How to customize your ideas portal
- How to share visual roadmaps via your ideas portal
- How to identify and prioritize high-value ideas
- How to promote ideas to your roadmap
Getting started videos
Getting started videos
Quick tips videos
Announcements
2023 System broadcasts
- November 16, 2023 Export pivot reports to whiteboards
- November 14, 2023 Encourage more feedback with the new idea visibility setting
- November 9, 2023 Create personal document templates
- October 31, 2023 Draft release notes with AI
- October 26, 2023 View dependencies on whiteboards
- October 19, 2023 Embed videos and GIFs in whiteboards
- October 17, 2023 The new prioritization view for initiatives is here
- October 12, 2023 Add a template to an existing note
- October 10, 2023 New retrospective reports
- October 3, 2023 See what launched in Q3
- September 28, 2023 Add emoji reactions on whiteboards
- September 26, 2023 New template to help customers share their ideas with you
- September 21, 2023 Improved tables in whiteboards
- September 19, 2023 Your features roadmap has a new look
- September 14, 2023 Capture feedback directly in whiteboards
- September 12, 2023 Aha! Ideas Advanced + Salesforce
- September 7, 2023 New ways to collaborate with key stakeholders
- August 24, 2023 Finally, one place for your notes and whiteboards
- August 22, 2023 Set up recurring to-dos
- August 15, 2023 Introducing AI-powered ideas exploration
- August 8, 2023 Fresh look for Gantt charts
- August 3, 2023 Create custom whiteboard templates
- July 27, 2023 New whiteboard features to streamline teamwork
- July 25, 2023 We refreshed your Ideas Overview page
- July 20, 2023 Introducing Aha! Notebooks for teams
- July 18, 2023 Set realistic limits for product work
- July 13th, 2023 Access your previous prompts in the AI writing assistant
- July 11, 2023 Manage feature research in one place
- July 6, 2023 Highlights from Q2
- June 29, 2023 New ways to format text
- June 20, 2023 Drive more engagement in your ideas portal
- June 14, 2023 Visual refresh for custom roadmaps
- June 6, 2023 Streamline tasks with focused automations
- May 31, 2023 Now add notes and whiteboard users to your account
- May 31, 2023 Aha! Notebooks — Your Product Documents, Whiteboards, and Tasks in One Place
- May 25, 2023 Embed media files in documents
- May 23, 2023 New ServiceNow integration
- May 11, 2023 6 new whiteboard templates for business planning
- May 9, 2023 Better visibility into proxy votes for ideas
- May 4, 2023 New clip tool to cut images in whiteboards
- April 20, 2023 Introducing our new AI writing assistant
- April 18, 2023 New way to manage dependencies
- April 13th, 2023 40 Note and whiteboard templates for product managers
- April 11, 2023 Manage risks at scale
- April 4, 2023 11 most popular Aha! software features launched in Q1 2023
- March 30, 2023 6 New whiteboard templates to start building your product roadmap
- March 28, 2023 New customer revenue insights
- March 23, 2023 Add timelines and progress bars to whiteboards
- March 21, 2023 Coming soon! Feature cards get a fresh look
- March 16, 2023 Add tables to whiteboards
- March 14, 2023 New poll options to gather feedback
- March 9, 2023 More improvements to whiteboards
- March 8, 2023 A new way to share priorities with engineering
- February 23, 2023 Introducing a new program board for PI planning
- February 15, 2023 Private comments now supported in ideas portals
- February 8, 2023 Manage risks and release on schedule
- February 2, 2023 Manage team schedule changes
- January 25, 2023 Share workspace documents broadly
- January 19, 2023 Do more with whiteboards
- January 11, 2023 Catch up with the latest Aha! updates
2023 Release notes
- November 17, 2023 release notes
- November 10, 2023 release notes
- November 3, 2023 release notes
- October 27, 2023 release notes
- October 20, 2023 release notes
- October 13, 2023 release notes
- October 6, 2023 release notes
- September 29, 2023 release notes
- September 22, 2023 release notes
- September 15, 2023 release notes
- September 8, 2023 release notes
- September 1, 2023 release notes
- August 25, 2023 release notes
- August 18, 2023 release notes
- August 11, 2023 release notes
- August 4, 2023 release notes
- July 28, 2023 release notes
- July 21, 2023 release notes
- July 14, 2023 release notes
- July 7, 2023 release notes
- June 30, 2023 release notes
- June 30, 2023 removing Google Analytics integration
- June 23, 2023 release notes
- June 16, 2023 release notes
- June 9, 2023 release notes
- June 2, 2023 release notes
- May 26, 2023 release notes
- May 19, 2023 release notes
- May 12, 2023 release notes
- May 5, 2023 release notes
- April 28, 2023 release notes
- April 21, 2023 release notes
- April 14, 2023 release notes
- April 7, 2023 release notes
- March 31, 2023 release notes
- March 24, 2023 release notes
- March 17, 2023 release notes
- March 10, 2023 release notes
- March 6, 2023 upcoming navigation change
- March 3, 2023 release notes
- February 23, 2023 release notes
- February 17, 2023 release notes
- February 10, 2023 release notes
- February 3, 2023 release notes
- January 27, 2023 release notes
- January 20, 2023 release notes
- January 13, 2023 release notes
- January 6, 2023 release notes
2022 System broadcasts
- December 21, 2022 New roadmaps and reports for dashboards
- December 7, 2022 Visualize how all layers of strategy connect to your everyday work
- November 30, 2022 Start gathering more customer feedback with in-app polls
- November 16, 2022 A better way to measure engineering impact
- November 9, 2022 Share personal whiteboards with anyone
- November 3, 2022 See cross-team dependencies on timeline views
- October 25, 2022 Aha! Notebooks is now available for everyone
- October 19, 2022 Introducing program increments for SAFe® teams
- October 13, 2022 Highlights from Q3
- October 5, 2022 Bring individual and team capacity planning together
- September 28, 2022 Better estimate engineering work
- September 22, 2022 Plan work your team can actually complete
- September 21, 2022 Sync user fields in Salesforce with Aha! Ideas
- September 14, 2022 New prioritization page for scoring and ranking work
- September 9, 2022 Scheduled system upgrade
- August 31, 2022 Scheduled migration of saved list views
- August 25, 2022 Quickly identify stalled work
- August 18, 2022 Organize notes by date with a new calendar view
- August 10, 2022 Work more efficiently with new right-click menus
- August 3, 2022 SSO for shared webpages
- July 27, 2022 A new "My organization" view for ideas portal users
- July 21, 2022 Sync feature statuses with your dev tools
- July 15, 2022 New ways to customize feature cards in Aha! software
- July 6, 2022 The Most Popular Aha! Software Features From Q2 2022
- June 29, 2022 Estimate work by team member during capacity planning
- June 15, 2022 Introducing Whiteboards For Product Builders
- June 8, 2022 Introducing polls for quantitative feedback
- June 2, 2022 Connect Aha! Develop to GitHub Actions
- May 27, 2022 Try these productivity boosters
- May 26, 2022 Sync Salesforce opportunity details with Aha! Ideas
- May 19, 2022 New ideas importer for Aha! Develop
- May 18, 2022 Create Custom Workspace Templates in Aha! Roadmaps
- May 12, 2022 How quickly do you deliver work
- May 11, 2022 New reports for idea management
- April 28, 2022 Enhanced reporting
- April 27, 2022 Automate the sending of reports
- April 22, 2022 Are your product and engineering teams in sync?
- April 21, 2022 Integrate Aha! Develop with Salesforce Service Cloud
- April 20, 2022 Automatically Update Scorecard Metrics
- April 14, 2022 Connect Aha! Develop to Azure Pipelines
- April 13, 2022 The new product value scorecard
- April 7, 2022 More tailored workflow views
- April 6, 2022 Sync accounts in Salesforce with organizations in Aha! Ideas
- April 1, 2022 Live tutorial: Build impressive roadmaps with the right details
- March 30, 2022 The top 9 Aha! launches in Q1 2022
- March 24, 2022 New throughput report for kanban teams
- March 23, 2022 Capacity planning views for agile teams
- March 17, 2022 Filter completed work on the workflow board
- March 8, 2022 New product — Aha! Notebooks
- March 3, 2022 New design extensions for Aha! Develop
- February 24, 2022 New burndown by record count
- February 17, 2022 Integrate Aha! Develop with Azure Repos
- February 16, 2022 Three new note templates for idea management
- February 10, 2022 Visualize and limit work in progress (WIP)
- February 9, 2022 Plan capacity across teams in story points
- February 3, 2022 Analyze team performance with the new velocity report
- January 27, 2022 Speed up sprint planning
- January 26, 2022 Add custom tabs to record layouts
- January 20, 2022 Bulk assign features to engineering
- January 19, 2022 Share your roadmap in your ideas portal
- January 13, 2022 Connect Aha! Develop to CircleCI
- January 5, 2022 Release templates now skip weekends
2022 Release notes