Save, publish or export Features List (and requirements) views

The Features > List view 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 Reports > List view, this view 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 as a CSV file or bulk edit features.

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Create your feature (and requirements) list

Adding columns is easy. Just click the Add column button on the left 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, and easily 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.  

If you add a requirements data field, this will cause all requirements to be listed as their own rows of data. This means that if you are displaying the feature name, you will see it duplicated for each requirement.

In most cases, you'll want to filter the list so you can quickly answer questions about your data. To do so, choose which filters you want from the green filter drop-down on the left. You can add default or custom fields that you've created. They will appear as a top filter, and you can choose how you wish to filter data for each. The Filter values dynamically change based on currently selected filters to ensure that only relevant data is available at any given time.

Almost all columns can be sorted. To do so, click on the up/down arrows to the left of each column name. To sort by multiple columns at once, use the green multi-sort button on the right.

Sorting on data attributes such as "feature score", "feature rank" or "requirement rank" can quickly make prioritizing lists of features and requirements a breeze.

Save features (and requirements) list views

To save the view, click the Save button on the upper left corner of the page. When you save a view, you will have the option to name the saved view, chose who you wish to share your saved view with and select if others can edit the view. Saved views are then accessible under the Views drop down on the right side of the screen.

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, simply click on the Export drop down 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:

  1. Export to CSV
  2. Export to Excel
  3. Save as image
  4. Save as PDF

To export the list in any of these formats, simply click the blue Export button located in the upper right area 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.

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