Get started with your new account

Where to go

What to do

Best practices

Account settings

Settings ⚙️ -> Account

These settings apply to your entire Aha! account — though you can choose which settings you want to apply to individual workspaces.

• Build out your workspace hierarchy. This defines your Aha! account structure and gives you a chance to configure settings once that every workspace can inherit.

• Customize a record workflow.

• Configure a custom layout.

• Add a custom field.

Think intentionally about how you want to define workspaces in your Aha! account.

It may not be as simple as one workspace per product component — in fact, it is often better to create workspaces based on value you deliver to your customers.

If you are at all unsure, reach out to Customer Success for a hierarchy review.

Workspace line settings

Settings ⚙️ -> Workspace

These settings apply to workspaces and workspace lines. If you configure these settings at the line level, then any child workspaces can inherit your customization, and everyone can be oriented to their work in the same way.

• Customize your terminology.

Data migration

Settings ⚙️ -> Workspace

• Bring in your data. You can import records through a simple CSV import, or directly from a development tool such as Jira, Azure, or Rally.

• Import from your development tool.

• Import from CSV.

You do not have to bring in everything in one import right away. Try a few small imports to make sure you are pulling in everything you need — then bring in the rest.

Integrations

Settings ⚙️ -> Account or Settings ⚙️ -> Workspace

Aha! Roadmaps has access to more than 30 integrations.

• Integrate your Aha! account with the external tools you rely on.

• If you want to start fresh, trial other Aha! products like Aha! Develop.

Where to go

What to do

Best practices

Strategic foundation

Strategy -> Vision

Strategy -> Models

Strategy -> Positioning

• Complete a high-level strategic vision template.

• Complete as many strategic models as you find useful.

• Complete a positioning statement for your company or products.

This section is important if you need help defining your strategy. If you would rather define work first, skip ahead and create goals and initiatives.

Market strategy

Strategy -> Personas

Strategy -> Competitors

• If you have completed some market research, create a couple personas to further define your target customers.

• Define your competitive landscape with competitor profiles — then chart your competition based on their product breadth and ability to execute.

Strategic imperatives

Strategy -> Goals

Strategy -> Initiatives

• Create a few goals. Remember, goals should be time-bound and measurable — think "increase revenue by 30% YoY" instead of "increase revenue."

• Create initiatives to define the large, strategic themes of work that will help you reach your goals.

You will link your work to initiatives — and as a general rule, initiatives should be linked to the goals they support.

Where to go

What to do

Features board

Features -> Board

• Create parking lots to define your backlog — important work you have not yet committed to.

• Create a release — a container for work organized around a specific date.

• Create or import features, then add them to either a parking lot or a release.

Gantt chart

Releases -> Gantt

• Add release phases to your release. Think about the Complete Product Experience — everything that will contribute to a lovable customer experience on release day.

• Add records to release phases.

• Create dependencies between records or phases.

Where to go

What to do

Best practices

Account settings

Settings ⚙️ -> Account -> Scorecards

• Open the Product value score, then examine the metrics and equation.

• Use the Scorecard preview to try out the scorecard. Does the final score align with the metric values you selected?

Customize the product value scorecard to fit your team's needs.

Features board

Features -> Board

• Score the features in a release.

• Sort the release by score.

Prioritization

Features -> Prioritization

• Adjust your features' scores or drag features into a custom stack ranking.

• Assign features to users in your account.

Where to go

What to do

Gantt chart

Releases -> Gantt

• Review the Gantt chart you created. Is everything on track? Can you anticipate any conflicts?

• Save your Gantt chart.

Roadmap

Roadmaps -> Starter

Roadmaps -> Strategy

• Create a few records with the starter roadmap.

• Save your starter roadmap.

• Visualize your initiatives with the strategy roadmap.

• Save your strategy roadmap.

Analytics

Roadmaps -> Overview

• Click into the Example reports and select Pivot table: Feature status.

• Customize it to fit your needs with filters and fields.

• Click into any record to adjust its details.

• Save your pivot table.

Presentations

Roadmaps -> Presentation

• Create a new presentation.

• Add your saved Aha! views as presentation slides.

• Add annotations and adjust each view's update frequency.

• Present your plans to your stakeholders.

Dashboards

Roadmaps -> Dashboards

• Create a new dashboard. Add some of the reports and roadmaps you just created or use Example panels to create a dashboard from example reports.