Welcome to Aha! Teamwork, the flexible project management tool. Whether your team practices an agile methodology customized for your unique use case, or traditional Scrum or Kanban, you can adjust Aha! Teamwork to manage deliverables and stay aligned with strategic plans. If you have just moved from an Aha! trial to a new Aha! account, welcome! This article will help you structure your account and customize your team to best suit your organization's needs.
Click any of the following links to skip ahead:
Move in to your new account
Start by customizing your account, importing records, and configuring integrations. You might have done some of this in your Aha! Teamwork trial or you might be starting fresh. Either way, think about how you can structure your Aha! account for success.
Are you already capturing team tasks in Aha! Roadmaps? No imports needed — just assign them to your Aha! Teamwork teams and get right to work. Or to add a new team, navigate to User menu -> Settings -> Account -> Customizations -> Teams and click Add team.
Where to go |
What to do |
Best practices |
|---|---|---|
|
Account settings User menu -> Settings -> Account |
These settings apply to your entire Aha! account — though you can choose which settings you want to apply to individual teams.
|
Think intentionally about how you want to define teams and team lines in your Aha! account, and particularly about what project methodology you want to use. You can choose from a simple agile structure all the way up to SAFe, with scrum and Kanban in between. As you think about workflows and record layouts, start simple. You can always make these more sophisticated as your team needs mature. If you are at all unsure about account settings, reach out to Customer Success for a review. |
|
Migration and imports User menu -> Settings -> Team |
Bring in your data. You can migrate multiple records through a simple CSV import, or import records one at a time from third party tools that other teams in your company rely on.
|
For a data migration, remember that 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. Need to create new data? Use the AI assistant to generate user stories based on your project. |
|
Integrations User menu -> Settings -> Account or User menu -> Settings -> Team |
Aha! Teamworks has access to more than 25 integrations.
|
Plan your work
Now that you have teams, terminology, and workflows established, start organizing your work and adjusting your team's capacity. The choices available here will depend on the development methodology you selected for each team, but the goal is the same. You want to structure individual teams so that you can accurately assess their ability to complete the work they commit to, and show their progress against strategic goals.
Where to go |
What to do |
Plans -> Timeline |
Plan your work on a delivery timeline. This view shows every activity assigned to your team.
|
AI assistant |
Use the Aha! AI assistant to plan your work and refine your backlog:
You can also use the AI to help you interpret and explore reports.
|
|
If your team prefers workflow boards (whether for Kanban or general agile project management), navigate to Work → My board or Work → Team board. |
|
If your team uses sprints to plan and manage work, navigate to Plans → Sprint planning. |
|
Unify planning and delivery
Go seamlessly from strategic planning to work delivery. If product teams at your company use Aha! Roadmaps, you can connect your Aha! Teamwork teams to their workspaces. Users in each product have their own places to work, but they can pull from the same backlog and share the same work items for full transparency. Unlike most integrations with third-party tools, this happens automatically, with no need to link records together of map fields to one another.
If your team's dates change, they will automatically update the strategic roadmap in Aha! Roadmaps.
Where to go |
What to do |
Best practices |
|
Aha! Roadmaps workspace settings User menu -> Settings -> Workspace -> Teamwork -> Configure |
|
|
|
Aha! Roadmaps workspace settings User menu -> Settings -> Workspace -> Teamwork -> Status automation |
Product and project teams retain their own status workflows — but you can map statuses so that workflow stages in one team affects the other. For example, if a project team completes work on an activity, it could move the product team status to "In PM review."
|
|
|
Aha! Teamwork team and Aha! Roadmaps workspace settings User menu -> Settings -> Team -> Configure User menu -> Settings -> Workspace -> Configure |
|
Product and project teams will have an easier time working together if they have shared terminology for their work and capacity estimates. |
AI assistant |
|
The AI is the same assistant across your entire Aha! account. If an activity originates in an Aha! Roadmaps workspace and is being implemented in your Aha! Teamwork team, the AI will have context from both locations. |