Your ideas portal contains a wealth of suggestions from many organizations, each with its own priorities and expectations. When an important customer shares a long list of requests, it can be difficult to understand which ideas matter most to that organization and how they fit into your broader roadmap.
In this article, we will show you how to focus your prioritization on a single organization. You will learn how to filter ideas to that customer and create a clear ranked list the team can use to decide what to implement next. Follow along in your own account and try it with one of your key organizations.
Organizations are available with Aha! Ideas Advanced.
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Action |
User permissions |
Create or edit a prioritization list |
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Score ideas |
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Promote ideas |
Determine prioritization needs
Let's say we are on a product team for a fictitious company called Fredwin Software, and we are building out our roadmap for the next year. We want to respond to the needs of our largest customers in a thoughtful way without losing sight of other work in our roadmap.
Today, we will consider Sapient Enterprises, which uses our products to offer white-labeled wellness programs to hundreds of employees across its organization. Sapient Enterprises has always been great at voting on ideas in our ideas portal that would be most impactful for its needs. We need a way to see the company's requests in one place so we can put them in the context of our larger product roadmap.
Create and filter a prioritization view
Creating a focused prioritization list using filters is simple. If you are following along:
Navigate to Ideas -> Prioritization.
Click Create new report and confirm it is OK to clear the current list.
Note: If you were previously working on another prioritization view for ideas, click Save view before creating a new report so you can return to it later.Open the Filter Records menu and select Add more filters.
Click Add filter. Select Idea in the record type filter, then select Idea organizations and click Add.
The Idea organizations filter will appear at the bottom of the list. Configure the filter to the organization you want to prioritize ideas for. (We will select "Sapient Enterprises" because we want to see all ideas it has submitted or voted on.) Select Set filters to move to the next step.
The Unranked list on the left only shows ideas filtered to the chosen organization (in our case, Sapient Enterprises). Select Move all records to add the ideas to the right for prioritization. Then, click Move records in the confirmation window.
Score and rank ideas
We now have a list of all the ideas the organization has submitted or voted for. We can now adjust scores, rank ideas, and set prioritization limits.
Score ideas. Click the >> icon to expand scoring metrics. Then, configure scores. Select an idea if you need to look at details that could influence its score.
You can also scroll to the right of the prioritization table and click the + icon to add any idea field as a column for easy reference.
Drag and drop ideas into priority order. (If you want to prioritize ideas by score, you can sort the Product value column.)
Hover between ideas and click + Add priority limit line if you want to separate ideas into priority groups. We will create two groups of ideas for Sapient Enterprises using priority lines: "Onboarding priorities" and "Post-onboarding."
Save and share your prioritized list
Now that we have our lists ranked by priority order, we should save our work so we can share it with the rest of the team.
Select Save view.
Choose a workspace from the Share internally with dropdown. Other Aha! users who have access to the workspace you choose will be able to view your list.
Select a folder next to Save in. This is where you will be able to find your prioritization view later.
Next to Editing permissions, select if you want teammates to View only or View and edit. For our view, we will select View and edit so the entire team can make adjustments as needed.
Click Save view.
Click Share and select Copy link to copy a URL you can share with the team.
Promote ideas to your product roadmap
Our prioritization list is ready! We can now move to the next step: promoting our top priority ideas to our product roadmap. We will promote all of the ideas under our "Onboarding priorities" line to our next release so we can start defining them right away:
Select an idea to open it. Then, click Promote at the top of the idea.
In the Promote idea window, select Feature in the Promote to menu, then select New feature. Select the Release name where you want to add the feature.
Click Promote idea to add it to your product roadmap as a new feature.
With ideas for the organization promoted to our product roadmap, we can now begin addressing Sapient Enterprises' highest-priority feedback directly — and let them know we are working to deliver exactly what they asked.
If you get stuck, please reach out to our Customer Success team. Our team is made up entirely of product experts and responds fast.