The Features > List page is an incredibly powerful tool for taking all of the data in Aha! and creating commonly used reports for yourself or your team. It's also a great place to very quickly and easily answer complex questions. Similar to the Roadmaps > List page, this page allows you to manipulate data from the over 100 different data objects stored in Aha! and then organize it as a saved view, export it in various formats, or bulk edit features.
Create your feature (and requirements) list
Adding columns is easy. Just click the Add data icon on the top far-left side and choose the tables you want to include. Once you have your tables, you can then choose the columns you want to populate. You may drag each column to place them in the order that you want. Remove columns by hovering over and clicking on the X that appears to the right of each column name. You can also create custom column headers by clicking on the column name and performing an in-line edit to the name of your choosing.
In many cases, you will want to filter the list so you can quickly answer questions about your data. To do so, choose which filters you want by clicking the Add filter icon on the top left. You can add filters for almost all default and custom fields that you have created.
Almost all columns can be sorted. To do so, click on the arrows to the left of each column name. To sort by multiple columns at once, click on the Sort data icon on the top left.
You may notice instances where the same feature is listed multiple times. This occurs when there is one to many relationships between the feature and a data column on the list. An example would be if you add requirements to the list and a feature has multiple requirements. That feature would appear multiple times — once for each requirement.
Save features (and requirements) list views
To save the view, click the Views dropdown on the upper right of the page and select Save view. When you save a view, you will have the option to name the saved view, choose who you wish to share your saved view with, and select if others can edit the view. Saved views are then accessible in the Saved views tab within the Views dropdown.
Publish features (and requirements) list views
You should always save your list prior to publishing in a Notebook. This ensures you can access the list and edit it in the future without having to also change what page is referenced in your Notebook.
Once you have a useful view, you can share it with your internal or external stakeholders through a Notebook or save it for future working sessions. To share your list, select the More options button and add it to a new or existing Notebook.
Export features (and requirements) list views
In addition to Notebooks, users have four other options for exporting their Feature > List:
- Export to CSV
- Export to Excel
- Save as image
- Save as PDF
To export the list in any of these formats, click the More options button located in the upper right of the screen. Exporting to a CSV or Excel file can be useful when you need to work offline (you can import from CSV to update data later). The image and PDF export options are useful if you wish to publish the content elsewhere, such as a PowerPoint document or an internal wiki.