Create a features roadmap

You likely spend hours every month crafting perfect roadmap views for each of your key stakeholders -- and tweaking them for each group. We also know it's tedious when you must make small changes that lead to hours of additional formatting work in Excel and PPT. 

Use the Reports -> Features page in Aha! to create beautiful roadmaps and share them with others via Notebooks. Because different folks need different views, you can customize a roadmap view for each audience and share these as PDFs or secure webpages. 

Creating a Features roadmap is as simple as:

  1. Choosing which releases to add across products and product lines
  2. Customizing the release summary and feature detail
  3. Selecting which features to highlight

Choose Releases

Use the Choose Releases drop-down to select which releases to add to your roadmap. By default, the timeline will include current releases for the product you are viewing. With the Choose Releases drop-down, you can add past releases and cross-product releases to the timeline.

Customize Releases and Features

Customize the detail you show at the release and feature level with the Customize Releases and Customize Features drop-downs.  

For customer views, you can show the theme of the release and key features of interest. Internal stakeholders will want to understand strategic importance, which is conveyed through goals and initiatives. To further illustrate how each highlighted feature delivers specific categories of functionality or customer requests, you can show default and custom fields. 

You can also choose whether to present your "internal" or "external" date, which you set on the Release tab. The external release date can be different than the internal release date. It can also be rounded to a broader timeframe (e.g. "show releases by quarter"). This makes the external release date particularly powerful for teams practicing continuous deployment as it allows them to visualize their releases as containers of work being completed in a time frame instead of on a specific date. When sharing your roadmap, you can then select whether your internal or external release dates are presented.

Customize Calendar Time Period

Set your timeline to display the time period of your choice. You can specify the timeline start and end dates for the display along with the desired time scale of days, weeks, months, or quarters.

If you are showing Releases that fall outside the bounds of your selected start and end dates, you will be notified with a link on either end of your timeline that additional releases are outside your selected date range.

Display Master features

If you have master features enabled in your account, you can toggle a view of higher-level master features only from the upper left of your roadmap. If you want to keep specific features showing on your releases but indicate how they contribute to the completion of master releases, stay on the Features toggle and select "Show Master features" from the Customize Releases dropdown.

master-features-roadmap-1.png 

Only Show Specific Features

Choose which releases you want to share, then choose the features that you want to highlight by checking the boxes next to any that are relevant. Unchecked boxes will not be visible in the published view of your notebook.

Features will display in the same sort order as they appear on the Features -> Board view which represents their prioritized rank order.

You can also add filters to bulk edit which features are visible on your timeline.

Congratulations! You can finally add different roadmaps to each stakeholder's notebook -- without needing to edit an Excel chart or PPT slide. 

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