Note: Depending on your workspace type, this article may refer to Aha! record types differently than your team does.
Calendars bring your deliverables and timelines together in an interactive display that helps you plan ahead. Use calendars to visualize the delivery of your releases, features, and to-dos. Then organize them by the date value of your choice. Teams using Aha! to plan work with specific deliverable dates will find this report invaluable.
Create a calendar
- To create a calendar, navigate to Releases > Calendar.
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.
- The feature due date calendar will load by default. Click the Add calendar button to select another calendar.
- Calendars focus on a specific type of record in Aha! and can be organized by due date, start date, or a custom date. Once you have selected a calendar, click Create.
How to use a calendar
Once you have created a calendar, your records will populate on the calendar and stay up to date whenever a record is updated. You can also drag records without start or due dates directly onto the calendar from the calendar drawer. Or, reorder multiple records that exist on the same day to give a sense of prioritization.
Note: The way you have ordered your records within a day is unique to your calendar view.
Just like Aha! reports, you can use dropdown menus at the top of your calendar as well as the filter icon to filter down to the exact information you need.
Use the gear icon to show or hide weekends or to customize the records displayed in your calendar by clicking Customize cards. To customize your cards, drag fields onto the example card, adjust the size of the cards, include master features, or include a cover image. By default, the card’s cover image comes from the first attachment on each Aha! record.
To design a smaller card, toggle to the Collapsed view option on the Customize record cards modal. Then, once you have designed an expanded and collapsed view, you can toggle between Big cards and Small cards options on the left side of the menu bar.
Calendars can be saved and shared using the Releases > Calendar > Views dropdown. You can manage calendars that you have created from the Roadmaps > Overview page. Calendars can also be shared and presented to key stakeholders using Aha! presentations.
Types of calendars
To-dos: A to-do is the most granular level of work. Product managers use this calendar to get a sense of their team's capacity. Use the to-do calendar to see what each team member has completed, what they are on track to complete, and where anybody might be overburdened.
Features: These calendars are useful for seeing at a glance how your features are progressing — in the form of a monthly product progress calendar. With that perspective, you can rearrange due dates or anticipate challenges as needed.
Master features: It can be useful to group multiple features into master features (or epics). For organizations that are running multiple master features, a master feature calendar allows you to track progress on each one and understand the resourcing constraints that may affect your roadmap.
Releases: Releases group your features and master features around a release date. Viewing a release calendar gives you different insights than a release Gantt chart might.
Release phases: Your releases are broken up into individual phases, all of which contribute to that eventual release date. The release phases calendar allows you to see these phases in a more granular view than the release phase Gantt chart can provide.
Initiatives: Initiatives are how you plan to achieve your strategic goals. They should all be measurable and time-bound. The initiatives calendar lets you get a sense of how many high-level initiatives your team has committed to and when you expect to start or complete them.