Visual roadmaps are one of the most powerful ways to communicate where your product, project, campaign or service is headed. Use them to showcase upcoming features you plan on delivering, set expectations around project timelines, or ensure management is apprised of your high-level initiatives.
Keeping these various roadmaps up-to-date and pertinent can be a labor of love. Activities get reprioritized, dates can slip and every team wants to see only the information that is relevant to them.
Fortunately, you can visualize everything in Aha! without having to enter the same roadmap data twice. And when your structured data changes, your roadmaps can automatically update as well — no more endless fiddling with presentations!
There are five different roadmap options located under the Roadmaps section of your account and two roadmap options located under the Releases section of your account. Each roadmap provides a different view into data within your account so you can always create the perfect visualization based on your needs and target audience.
Note: Depending on your workspace type, this article may refer to Aha! record types differently than your team does.
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The Roadmaps > Starter roadmap is a great starting point in Aha! as it allows new users to quickly add data to their account and create their first roadmap. Just drag and drop data onto the roadmap to create it, or use existing data to create a visual to share with your team.
As you adjust items on the starter roadmap, the records are adjusted behind the scenes, so that your data always reflects what you see on this roadmap.
Read this article for more information on creating your own starter roadmap.
Note: The portfolio roadmap hidden by default for new Aha! accounts. If you would like to enable it, customize your menu navigation.
The Roadmaps > Portfolio roadmap visualizes your roadmap across your entire workspace portfolio. This roadmap provides a single place to view all of the releases across the workspaces in your portfolio as well as their connection to your strategic initiatives.
You can also visualize how the workspace releases contribute towards your parent line initiatives through the ability to roll up strategy. Your workspace releases will appear as dots at the parent line level in initiative swim lanes based on the connection between your workspace and parent line strategy.
Read this article for more information on creating your own portfolio roadmap.
The Roadmaps > Strategy roadmap allows users to quickly create roadmaps of their workspace's strategic initiatives.
You can add existing initiatives to the roadmap as well as create new initiatives and then drag and drop the bars to define the dates that your team plans to tackle these large strategic items. Through the View dropdown you can also display which goals are related to each initiative, giving a complete view of how your team plans to deliver against their goals. Cross-functional plans across the portfolio can be shown at this level by adding multiple workspaces to the view.
Read this article for more information on creating your own strategy roadmap.
The Roadmaps > Features roadmap is the perfect way to illustrate the value that each of your releases will provide to your customers, as it highlights which features will be delivered within each release on a timeline.
There are many ways to customize this roadmap to fit your intended audience.
- Use internal release dates for a precise view of your intended release date, and external release dates to show the intended release month or quarter to an external audience.
- Check or uncheck various record fields, such as release status, strategic links, or themes.
- Check or uncheck individual features to show or hide them in exported views of the roadmap.
Read this article for more information on creating your own features roadmap.
The Roadmaps > Custom roadmap is a powerful way to visualize dates in Aha! as it allows users to completely customize what is displayed on a roadmap timeline view. You can even display records on the custom roadmaps that do not have dates associated with them.
In addition to customizing the data, you can also customize the colors and layout of your custom roadmap.
Read this article for more information on creating your own custom roadmap.
Use the Gantt view to plan out the full cross-functional effort required to successfully deliver a new customer experience to market. Teams can optionally display the features within each release on this view as well as create visual dependencies within and across releases.
Read this article for more details on the Gantt view.
The Releases > Calendar report is the perfect way to present the delivery of work across Aha! in a familiar calendar-style format. This report allows the visualization of releases, features, and to-dos organized by the date value of your choice.
Note: The Releases > Calendar view is hidden by default in new Aha! accounts. If you would like to enable it, you can do so by customizing your menu navigation.
Read this article for more information on creating your own calendar report.