Starter roadmap

 The starter roadmap is the perfect tool to create a beautiful visual roadmap for any audience. With the starter roadmap, you can quickly sketch out your plans, adding data as you go. Whether you are new to Aha! or a seasoned pro, the starter roadmap can help you build, visualize, and communicate your plans in minutes.

The starter roadmap is available in both product and marketing workspaces. 

  1. The starter roadmap for product teams
  2. The starter roadmap for marketing teams

The starter roadmap for product teams

If this is your first time using the starter roadmap, start with this video.

With the starter roadmap, you can add records like goals, initiatives, releases, master features, and features by dragging them onto your roadmap. Then, customize the roadmap and craft the perfect view to share with your team.

Aha-starter-roadmap.gif

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How it works

The starter roadmap is located at Roadmaps > Starter. The menu on the right side of the page shows the record types that you can add.

As you drag and drop records onto the roadmap, you are simultaneously creating and linking real data in your account. Changes made on the starter roadmap will be reflected throughout the Aha! application. For example, if you move a feature from one release to another, it will also move on the features board and anywhere else the feature is displayed within a release.

Click into the record details to add descriptions, scores, attachments, and anything else you need to define your records.

To add existing records, select the Use existing tab and then choose from the records that appear in the dropdown for each record type. To add new records, choose the Create new tab, and then drag and drop the record types on the right side of the page.

Aha-create-records-starter-roadmap.gif

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Understanding record type relationships

As you assemble your roadmap, it is important to understand the relationships that are being created when you drag and drop elements on the page.

  • When you add a goal, that goal will be linked to the product where the goal was added.
  • When you add an initiative or a release in a goal swim lane, the initiative or release will be linked to that goal.
  • When you add a feature to a release, that feature will be linked to that release.

However, features are not directly linked to a goal or initiative when you drag them onto the roadmap. This is done by design to provide teams with the flexibility to link features to different goals or initiatives rather than the release at large.

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Releases and features mode

Toggle between the Releases and Features modes to change the focus of the roadmap. The releases mode displays releases as bars on the roadmap — this is preferred if you want to focus on the timing and contents of your releases. The features mode is ideal if your plans are centered around master features (also called epics). In this mode, master features are shown as bars on the roadmap (instead of releases).

Aha-starter-roadmap-releases-and-features.png

In features mode, when you add a new master feature, it is automatically added to the first active release (or parking lot, if no active releases exist). If a feature is added to a master feature, that feature will be added to the same release as the one that is assigned to the master feature. If a feature is added on the roadmap without a corresponding master feature, the feature will be assigned to the first active release or parking lot.

The features mode also shows you a timeline of your releases. Any releases related to the features and master features on the roadmap can be shown in the Release dates bar. To enable the Release dates bar, navigate to Customize view > Show release dates.

Note: The following logic is applied when you move features and master features on the starter roadmap:

  1. When you move a master feature to a new product, this changes the release for the master feature but not the child features.
  2. When you move a feature from one master feature to another, the feature remains in its original release (and product).

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Additional options

The starter roadmap includes a variety of customization options so that you can craft the perfect visualization for your audience.

The More details button that appears when you hover on each bar of your roadmap can be used to customize the record. It includes three options:

  1. Edit name: Edits the name of the object that appears on the roadmap. This is not the actual name of the record. This provides flexibility on your records without modifying the actual name of the record.
  2. Hide from export: Keeps the object visual on the roadmap but it will be hidden when exporting as a PDF, image, or Aha! presentation.
  3. Remove from roadmap: Removes the object from the roadmap but does not delete it from the Aha! application. You can also remove a record from the roadmap by dragging it into the Drop here to remove from roadmap zone in the lower-right corner of the page.

Aha-more-details-starter-roadmap.png

To adjust the time frame and the way that dates are represented on the roadmap, select the calendar icon. From there, you can adjust the calendar resolution to increase or decrease the granularity of the dates that appear on the roadmap (including quarters, months, weeks, days, or automatic). You can also choose the start and end dates for your roadmap.

If the Record progress setting is enabled for your product or workspace, you can visualize progress on your roadmap by enabling the Customize view > Show progress option.

Choose how you want colors to be displayed on the roadmap by setting the Customize view > Color bars by option.

Aha-starter-roadmap-customization-options-dropdown.png

To share your roadmap, click the More details button and choose from Add to presentation, Save as image, or Save as PDF. You can choose which records are shown by selecting the records that you want displayed in the Customize view > Show in export menu.

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The starter roadmap for marketing teams

With the starter roadmap, you can add records like goals, initiatives, schedules, master activities, and activities by dragging them onto your roadmap. Then, customize the roadmap and craft the perfect view to share with your team.

Aha-starter-roadmap-marketing.gif

Top

How it works

The starter roadmap is located at Roadmaps > Starter. The menu on the right side of the page shows the record types that you can add.

As you drag and drop records onto the roadmap, you are simultaneously creating and linking real data in your account. Changes made on the starter roadmap will be reflected throughout the Aha! application. For example, if you move an activity from one schedule to another, it will also move on the activities board and anywhere else the activity is displayed within a schedule.

Click into the record details to add descriptions, scores, attachments, and anything else you need in order to define your records.

To add existing records, select the Use existing tab and then choose from the records that appear in the dropdown for each record type. To add new records, choose the Create new tab and then drag and drop the record types on the right side of the page.

Top

Understanding record type relationships

As you assemble your roadmap, it is important to understand the relationships that are being created when you drag and drop elements on the page.

  • When you add a goal, that goal will be linked to the workspace where the goal was added.
  • When you add an initiative or a schedule in a goal swim lane, the initiative or schedule will be linked to that goal.
  • When you add an activity to a schedule, that activity will be linked to that schedule.

However, activities are not directly linked to a goal or initiative when you drag them onto the roadmap. This is done by design to provide teams with the flexibility to link activities to different goals or initiatives than the schedules at large.

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Schedules and activities mode

Toggle between the Schedules and Activities modes to change the focus of the roadmap. The schedules mode displays schedules as bars on the roadmap — this is preferred if you want to focus on the timing and contents of your schedules. The activities mode is ideal if your plans are centered around master activities. In this mode, master activities are shown as bars on the roadmap (instead of schedules).

Aha-schedules-and-activities.png

In activities mode, when you add a new master activity, it is automatically added to the first active schedule (or parking lot, if no active schedules exist). If an activity is added to a master activity, that activity will be added to the same schedule as the one that is assigned to the master activity. If an activity is added on the roadmap without a corresponding master activity, the activity will be assigned to the first active schedule or parking lot.

The activities mode also shows you a timeline of your schedules. Any schedules related to the activities and master activities on the roadmap can be shown in the Schedule dates bar. To enable the Schedule dates bar, navigate to Customize view > Show schedule dates.

Note: The following logic is applied when you move activities and master activities on the starter roadmap:

  1. When you move a master activity to a new workspace, this changes the schedule for the master activity but not the child activities.
  2. When you move an activity from one master activity to another, the activity remains in its original schedule (and workspace).

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Additional options

The starter roadmap includes a variety of customization options so that you can craft the perfect visualization for your audience.

The More details button that appears when you hover on each bar of your roadmap can be used to customize the record. It includes three options:

  1. Edit name: Edits the name of the object that appears on the roadmap. This is not the actual name of the record. This provides flexibility on your records without modifying the actual name of the record.
  2. Hide from export: Keeps the object visual on the roadmap but it will be hidden when exporting as a PDF, image, or Aha! presentation.
  3. Remove from roadmap: Removes the object from the roadmap, but does not delete it from the Aha! application. You can also remove a record from the roadmap by dragging it into the Drop here to remove from roadmap zone in the lower-right corner of the page.

Aha-edit-roadmap.png

To adjust the time frame and the way that dates are represented on the roadmap, select the calendar icon. From there, you can adjust the calendar resolution to increase or decrease the granularity of the dates that appear on the roadmap (including quarters, months, weeks, days, or automatic). You can also choose the start and end dates for your roadmap.

If the Record progress setting is enabled for your product or workspace, you can visualize progress on your roadmap by enabling the Customize view > Show progress option.

Choose how you want colors to be displayed on the roadmap by setting the Customize view > Color bars by option.

Aha-color-bars-by-type.png

To share your roadmap, click the More details button and choose from Add to presentation, Save as image, or Save as PDF. You can choose which records are shown by selecting the records that you want displayed in the Customize view > Show in export menu.

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