Almost any page in Aha! Roadmaps can be saved as a view. Some views can be managed from the reports overview and shared externally as a webpage.
Reports and roadmaps need to be saved as views before they can be shared; records like notes do not. If you customize a roadmap but do not save it, it is deleted automatically after 14 days.
Click any of the following links to skip ahead:
What you can save as a view
The following pages can be saved as views:
Calendar
Chart
Custom roadmap
Dependency report
Diagram report
Epics roadmap
Features prioritization
Features roadmap
Features workflow
Gantt chart
Release retrospective
Hierarchy report
Ideas chart
Ideas prioritization
Initiatives workflow
List table
Now, Next, Later roadmap
Pivot table
Portfolio roadmap
Starter roadmap
Strategy roadmap
Workspace notes
The View linked records icon only appears in your Aha! Roadmaps account view, not in presentations or shared webpages.
Create a saved view
To create a new saved view for reports and roadmaps:
Choose a page from the list above to save as a view.
Note: To create a view based on a page that is not mentioned on the above list (for example, on strategy pages or the features board), you can add a view to an Aha! Roadmaps presentation slide.Configure the page to meet your needs. Then click Save view. If you are on an existing view, click Save as to save a new copy of the view.
Enter a unique Name so you can quickly identify the view later.
In Share internally with, select the workspaces whose users should have access to the view. Each user will see data based on their workspace permissions.
In Save in, select a folder for the view. You can create and manage folders in the reports overview.
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Set the Editing permissions:
View only: Users you share the view with can view it. Only you and administrators can edit it.
View and edit: Users you share the view with can view and edit it, regardless of their product-level permissions.
Click Save view.
To change a saved view’s settings, open its details in either of these ways:
From the reports overview page, find the report you wish to change, then click the More options button and select View details.
From the report itself by selecting Views → Edit view details.
Save a view as a template
Save a list report, pivot report, chart, or custom roadmap as a template to reuse its configuration across workspaces. If you can edit the report or roadmap, select Views → Save as template to create a separate template. The original view remains unchanged.
Users who have access to the template and edit permissions in the destination workspace can create reports from it. In reports based on a template, the template controls the columns and filters. You can change the Workspace filter; other filters are locked.
When you edit a template and save your changes, those changes apply to reports based on it. Before saving, a confirmation shows how many reports use the template.
You can also use a template as a sub-report on a custom roadmap. Click Used by... at the top of the template to see which roadmaps use it for sub-reporting. Changes you make to the template appear in those roadmaps immediately.
Create a view from a template
Use a template to create a report or roadmap with a configuration your team has already defined. You need access to the template and edit permissions in the destination workspace.
From the Reports overview, click Create report. Then select Use an organization template.
Select the report type, then choose one of your organization’s templates.
Choose the destination workspace and save your new view.
The template controls the columns and filters in your view. You can change the Workspace filter; other filters are locked. Changes saved to the template also apply to your view.