Differences between workspace types

Aha! Roadmaps helps you set strategy, capture ideas, prioritize work, and share visual roadmaps. There are six types of workspaces — prebuilt for product management, IT, project management, services, business operations, and marketing teams. Each one optimized for a given function, with navigation and terminology that is unique to that group. There are specific record types, workflows, and statuses too.

All workspaces include the same core functionality for setting strategy, prioritizing work, and sharing visual roadmaps. Teams can work independently or collaborate cross-functionally in the same account. Bring all of your teams together in Aha! Roadmaps — create a shared vision with clear goals and align the entire organization.

Workspace types differ in the following ways:

• Navigation

• Terminology

• Record types

• Workflows

• Statuses

If you want to explore what is possible, you can add demo workspaces in your account. These demo workspaces include sample data to help you evaluate which one will be right for you. Of course, you can always customize your navigation, terminology, and record types, workflows, and statuses to reflect exactly how your team works.

Administrators and workspace owners create new workspaces. There is no limit, so add as many as you need.

Click any of the following links to skip ahead:

• Workspace hierarchy

• Knowledge

• Strategy

• Releases / Schedules

• Ideas

• Features / Activities

• Default feature / activity types

• Roadmaps

Workspace hierarchy

Let's start with the workspace hierarchy. You can see your hierarchy in the dropdown menu at the top left of your screen. Your hierarchy can be as simple or complex as you need, from a single team in a single workspace to a complex portfolio with a mix of workspace types.

When building your hierarchy, there are two key terms you need to know:

• A workspace line is for grouping workspaces in a nested structure. Strategy and settings can be inherited by the child workspaces.

• A workspace is a dedicated space to set strategy, capture ideas, and prioritize work for a specific team, product, or other area of focus.

In your account, workspace lines and workspaces take their name from the workspace type:

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Knowledge

The Knowledge tab is where you collect your thoughts and collaborate with your team. You can capture critical information, meeting notes, and more in Documents. All workspace types include the same options and use the same terminology in this tab.

You can customize your navigation to show pages that are hidden by default.

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Strategy

The Strategy tab is where you define what you want to achieve and how you will get there. All workspace types refer to strategy elements using the same terminology, but some strategy pages are hidden by default, depending on your workspace type. Strategy is organized into three categories: foundation, market, and imperatives.

You can customize your navigation to show pages that are hidden by default.

Foundation

Market

Imperatives

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Releases / Schedules

The Release or Plans tab is where you plan major cross-functional efforts such as product releases, software rollouts, and marketing launches. In the different workspace types, these records are called releases and schedules.

Different teams manage the delivery of major efforts in different ways. So we have different terminology depending on your workspace, and surface the views that are most used. The two main views for coordinating what needs to be delivered and when are the Gantt chart and the calendar. A details view is also available for at-a-glance details on a particular release or schedule.

You can customize your navigation to show pages that are hidden by default.

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Ideas

The Ideas tab is where you manage customer ideas, feedback, or internal requests submitted through your ideas portal. You can use this tab to review and organize new submissions and promote the best ones to your roadmap. All workspace types refer to ideas the same way, but marketing workspaces have the Ideas tab hidden by default.

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Features / Activities

The Features or Activities tab is where you prioritize and manage the actual work you will do to achieve your strategy. Your team might be directly responsible for implementing features and activities, or you might define the requirement and then send the work to another team (such as engineering) using a bi-directional integration.

You can customize your navigation to show pages that are hidden by default.

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Default feature / activity types

Feature and activity records can have multiple types. Each workspace comes with its own unique types and statuses by default. Keep those, or customize your workspace by creating new types that match the different types of work your team completes.

Remember:

• Product, IT, and service workspaces call this record type a feature.

• Project, business operations, and marketing workspaces call it an activity.

Note: You can customize your types, statuses and workflows to expand the default types available to you.

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Roadmaps

The Roadmaps tab is where you can find all the planning views, reports, and beautiful presentations that you create from the work you do. It includes three major areas of functionality:

• Library includes the reports overview, dashboards and presentations for sharing your progress with others

• Roadmaps includes a variety of templates to visualize your plans

• Analytics includes more than 75 example reports (or you can build your own)

There are no new terminology differences here — though, as you would expect, the "features roadmap" becomes an "activities roadmap" depending on your workspace type. But some roadmaps and reports are hidden by default.

Note: You can customize your navigation to show pages that are hidden by default.

Roadmaps

Analytics

Library

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