Every submitted idea holds potential, but handling many at once can be overwhelming. You want to give each suggestion the attention it deserves. So, how do you keep up? The ideas board brings order to this process, offering a simple, visual way to manage feedback and stay organized. A kanban-style board simplifies idea management — so you can see each idea's status at a glance and make quick updates to move them along.
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Overview
The ideas board organizes all ideas in your Aha! account by workflow status, providing a comprehensive visual overview of where every idea is in your organization's idea management workflow. Anyone with access to your workspace can see the ideas board.
Navigate to Ideas -> Board to access the ideas board. From here, you can perform a range of actions to manage nearly every aspect of your idea management workflow:
Filter the ideas board to focus on specific ideas.
Review new ideas.
Drag and drop ideas between columns to update their status instantly.
Group ideas, and drag and drop ideas between rows to update their group.
Click ideas to open them and add or view details and comments, assign them to a user, or promote them to your product roadmap.
Customize an idea card's layout to see important details like promoted status, idea score, or vote count at a glance.
Reorder ideas in each column by Creation date, Time in status, or Votes to find stalled work or highlight popular ideas.
Click Add idea to capture additional feedback.
Save and share an ideas board view to keep everyone aligned.
Filter the board
Add filters to the board to focus on relevant ideas. Filters help you move from high-level trends to specific issues for both daily prioritization and long-term planning.
Configure filters using any standard or custom idea fields, including theme, contact, vote, admin response, and more.
Basic filters
To create a basic filter, hover over the filters toolbar at the top of the page and click the Edit filters icon. Choose a record type and select one or more filters, then click Add.
Advanced filters
Advanced filters empower you to further refine the feedback you want to see on your ideas board. Use them to spotlight ideas by specific criteria (such as vote count, time in status, or idea score).
Advanced filtering enables All, Any, and None filter logic and creates nested logical groups using groups and subgroups.
All: Enables the "AND" logical operator between filters and includes results matching all of the filter values.
Any: Enables the "OR" logical operator between filters and includes results matching any one of the filter values. After clicking Set filter, select multiple values from the filter dropdown on your ideas board.
None: Excludes results matching any of the filter values.
Use multiple operators in an advanced filter by creating subgroups. Click the More options button next to your filters to create a nested subgroup, allowing for more granular control.
Filtering use cases
Use these filtering approaches to streamline review and prioritization:
Apply different filters to each status: Create a filter subgroup for every status column to focus on the most relevant information at every process stage.
Highlight high-priority feedback: Filter for ideas with the most votes, recent activity, or a high score to address important requests first.
Filter by customer segment: Use organization, contact, or custom fields to identify trends from key customers or market segments.
Track progress by theme: Filter for specific themes to monitor trending topics and idea progress.
Monitor admin responses: Filter for ideas with or without admin responses to ensure timely communication with stakeholders.
Spot stalled ideas: Filter by Time in status to find ideas that have not progressed.
Use these approaches individually or in combination to create saved board views that fit your process.
Group ideas
Group ideas to quickly spot patterns, prioritize ideas, and focus your attention on the feedback that matters most.
Use the Group records by dropdown in the upper left of the ideas board to group ideas by assignee, workspace, theme, or category. Then, use the Groups menu to customize which specific assignees, workspace, themes, or categories you want to show.
Once ideas are grouped, you can visually identify trends and clusters. For example, when grouping by theme, you will see which themes receive the most feedback and can see the progress of the ideas in that theme.
Drag and drop ideas between groups to reassign ownership, change categories, or update their themes. These changes save automatically.
Reorder ideas
Reordering ideas in each column helps you quickly focus on what matters most for each workflow stage. To reorder ideas, click the More options button (...) in the column's header, click Reorder column by, and select an option.
Reorder by Creation date to review the newest ideas first (and ensure you do not overlook recent feedback).
Reorder by Time in status to identify ideas that have been waiting too long in one stage. This is perfect for surfacing stalled suggestions that need attention.
Reorder by Votes to highlight the most popular ideas. This helps you prioritize improvements that will create the greatest impact for your stakeholders.
Customize the card layout
Customizing the ideas card layout to include the most relevant fields can give you clarity at a glance.Click the gear icon (⚙️), then select Customize card layout.
Click Expanded view or Collapsed view to see how the card will display when you configure the board to either view.
Click the gear dropdown ⚙️ to configure the Card highlight. The Status (background) option will color the entire card, and Status (sidebar) will leave the background white. None will add no color to the card.
Then, customize the card layout:
Select the fields you want to add to the card layout. If you have a lot of available fields, use the Search field at the top of the tab to find the one you need. You can also collapse Standard fields or Custom fields to show only one type of field.
Drag and drop fields onto a card to add them. Click the X beside a field to remove it.
You can drop fields next to others on the same row or beneath the bottom row of fields to create a new row on the layout.
Add a Divider line anywhere on the card layout to better organize key data.
Click Reset to default to revert your changes to the default layout, Cancel to exit the modal, or Save to save your work.
Recommended customizations
To get the most value from your ideas board at a glance, consider adding the following fields to your card layout:
Time in status: Displays how long an idea has remained in its current status. This helps you spot ideas that are stalled and may need attention or follow-up.
Promoted record: Shows if the idea has been promoted to a feature, epic, or another work item. This makes it easy to see which ideas were converted to work items on your roadmap.
Votes: Indicates how many people have supported the idea, helping you quickly identify popular suggestions
Score: Displays an idea's score, helping you quickly spot high-value ideas
Theme: Highlights themes the idea is associated with
Visibility: Shows whether the idea is visible to customers in your ideas portal
Categories: Helps you track what type of feedback the idea represents
Save and share
Collaboration and transparency are essential for effective idea management. Save and share customized ideas board views to help everyone stay aligned, report progress, and facilitate decision-making.
Save a view
After filtering, grouping, or sorting your ideas board, click Save view.
Add a Name. Typically, it is best to choose a unique name so you can quickly identify it later.
Choose which workspace(s) you want to Share internally with. Users with permissions to access the workspace(s) you select will be able to access your view (though your view will be filtered to the current viewing user's workspace permissions).
Set the Save in value by choosing a folder where you would like to save the view.
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Set the Editing permissions. You have two options for editing permissions:
View only: Users you have shared the view with will be able to see the view, but only you and administrators will be able to edit it.
View and edit: Anyone you have shared the view with will be able to view and edit, regardless of their product-level permissions.
Click Save view.
Share a view
You can share a saved ideas board with other users in your Aha! account.
Click the Share button in the upper right of your saved view:
To share with anyone, click Copy link for a URL. Anyone with the link will be able to access the view.
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To share with users of a specific workspace:
Select View only or View and edit permissions for the view.
Under Shared internally with, select the workspaces that users must belong to in order to access the view.
Schedule recurring emails with a link to any saved ideas board. This is helpful for providing visibility into feedback trends to internal stakeholders.
Under the Share menu in the upper right, select Email schedule. Then, configure the schedule details:
Recurrence: Choose when you want to deliver your email and how frequently a new email should be sent (Daily, Weekly, or Monthly).
Time zone: Select the time zone for the time you chose in the previous step.
Sharing options: Select Aha! link so members of your Aha! account can access your view.
Recipients: Select the users in your Aha! account that will receive the email.
Custom message: Enter an optional message to include in the email.