This article refers to releases and features. Depending on your workspace type, you may see "schedules" and “activities" in your workspace.
Teams use workflow boards to organize work around the way they plan and deliver. You can review records by status, release, assignee, or other fields, then save the layout for later.
You can create workflow boards in Aha! Roadmaps for the following record types:
Initiatives
Epics
Features / Activities
Requirements
This article focuses on the features workflow board because it includes the broadest set of configuration options.
Click any of these links to skip ahead:
Enable the workflow board
Workflow boards are available in Aha! Roadmaps for initiatives, epics, features, and requirements.
Initiatives
The initiatives workflow board is available in Strategy -> Initiatives. Click the Workflow view icon to open it.
Epics, features, and requirements
For epics, features, and requirements, a workspace owner may need to enable the workflow board in User menu -> Settings -> Workspace -> Navigation. Under the relevant record type, select Workflow.
You will need owner user permissions to update these settings.
Once you enable it, open the workflow board from Features -> Workflow board. Use the record type dropdown in the Customize view menu to switch between the available record types.
Customize your workflow board
The workflow board for features, epics, and requirements is flexible, so you can shape it around the way your team plans work.
Configure rows and columns
Choose how to organize records on the board:
Columns organize records vertically and are required on the workflow board. Choose Release or Workflow status.
Rows organize records horizontally and are optional. Choose Ungrouped, Assigned to user, Release, or Epic.
Customize record cards
You can customize how cards appear on the workflow board. Select the gear icon, then select the Cards menu.
Use the controls to switch between Expanded and Collapsed cards.
Select Customize card layout to configure what displays on the record card. You can update layouts for epics, features, or requirements in either expanded or collapsed view.
Preview how the card appears in each view.
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Select the gear icon to show or hide the Parent record for features and requirements or choose a Card highlight:
Status (sidebar)
Status (background)
Feature type (background)
None
Add or remove fields from the card layout.
Use search to find a field quickly.
Drag fields into the layout and place them beside other fields or on a new row.
Add a Divider line to separate sections of information.
Click Reset to default to restore the default layout, Cancel to leave without saving, or Save to keep your changes.
When the board is set up the way you want, click Save view to save it.
Arrange your workflow board
Use filters on the workflow board to focus on the records you want to review. Hover over the filters bar and click Add filters + to add basic filters, or click Edit filters to add advanced filters.
If your board includes many records, use search to find a specific item faster.
Records on the workflow board follow their existing ranking by default, but their layout depends on how the board is organized.
Initiatives follow the order defined on Strategy -> Initiatives.
When records are organized by release, earlier releases appear first. Within a release, records follow their rank.
Requirements follow the order defined on their parent feature.
When you add additional grouping, such as swimlanes (rows), the board order may reflect that saved board layout.
You can also create a custom card order by dragging cards to a new position. Depending on your configuration, some actions may also be available from the record menu.
Cards keep their order relative to each other, even if you begin with a filtered list or change the board grouping.
Anyone who can view the workflow board sees the same card order.
Click Save view after you update filters or record order.
Change your workflow board view
The workflow board is one way to view the same data. You might review planned work in a list, manage it on a workflow board, or present it in a roadmap.
Use the Change view type dropdown to switch between common views while keeping any filters you added.
Filters you add yourself will transfer to a new view. Page filters — filters associated with the original view that cannot be removed — will not appear on the new view.
Your View type options for epics, features, and requirements are:
Board: A view of all your features and epics across all your releases and parking lots.
List: A prebuilt list report of your features and epics.
Workflow: Your workflow board.
Roadmap: The features roadmap is one of the most useful ways to visualize the progress of your features and epics.
Your View type options for initiatives are:
Details: A list of all your initiatives, expanded to include their details.
Chart: A grid to help you visualize and compare your initiatives to each other, based on metrics you select.
Workflow: Your workflow board.
Roadmap: The strategy roadmap is one of the most useful ways to visualize the progress of your epics and features.
Set a default workflow board
Saved views help the team return to the same workflow board layout without rebuilding it.
To set a default view, first save the workflow board. Then go to User menu -> Settings -> Workspace -> Default views and select the saved workflow board you want to use.
Workspace owners can set default views at the workspace or workspace line level. Child workspaces can inherit defaults from the workspace line.
A user will see the default view if they do not already have a working copy of that page, or if they click Views -> Reset to default view.
If you update the default view and save it again, everyone who uses that default will see the latest version.
Share your workflow board
When your workflow board is ready, use the Share options to make it available to others.
Select Add to presentation to include the board in a presentation. You can choose the board's update frequency.
Select Add to dashboard to include the board in a dashboard.
Select Share as webpage to let people outside your Aha! Roadmaps account view the board.
Select Schedule email delivery to send the board on a recurring schedule.
Select Save as image or Save as PDF to create a static version of the board.
If your account supports published or embedded views, you can also share the workflow board where people review plans.
Workflow board limitations
The workflow board gives you flexible ways to organize and review work, but a few limits apply.
You cannot show epics, features, and requirements together on the same board.
You can move cards, but you cannot drag columns or rows to reorder them.
You cannot create sub-groups within the board layout.
If your account includes related sharing features, such as webpages or dashboards, you can still use those options to share the board more broadly.