You likely spend hours every month crafting perfect roadmap views for each of your key stakeholders — and then 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 PowerPoint.
Features in Aha! are the fundamental building blocks of work. If you are part of a product team, you might also call them "user stories" — if on a marketing team, you might call these "activities." We will use product management terminology for this article, but note that this roadmap is valuable however you define the foundational unit of work in your Aha! account.
Note: Depending on your workspace type, this article may refer to Aha! record types differently than your team does.
Click any of the following links to skip ahead:
- Create a features roadmap
- Choosing which releases to add across your workspace hierarchy
- Customize those releases and features
- Customize the roadmap's time range
- Display master features
- Only show specific features
- Save your roadmap
- Share your roadmap
Create a features roadmap
Navigate to Roadmaps > Features to access and adjust your features roadmap. The roadmap will load and show you features in upcoming releases for the workspace where you created the roadmap.
You can adjust the roadmap to fit your particular audience or area of inquiry, including adding filters using the Add filters button.
Use the Releases dropdown to select which releases to add to your roadmap. By default, the timeline will include current releases for the workspace you are viewing. With the Releases dropdown, you can add past releases and cross-workspace releases to the timeline.
By clicking the small arrow by a workspace or parent line on the releases dropdown, you can also select all releases and automatically update when new releases are added.
Customize releases and features
Customize the detail you show at the release and feature level with the Customize view dropdown.
For customer views, you can show the theme of the release and key features of interest. Internal stakeholders will want to understand the 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 release date. The external release date can be different than the internal release date. It can also be rounded to a broader time frame (e.g. "show releases by quarter"). This makes the external release date particularly powerful for teams practicing continuous deployment. This is because 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.
Note: If you choose to include custom fields, they will display in the order that they appear in your custom layout.
Customize the roadmap's time range
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, there are two ways to include them in your features roadmap.
First, you can choose to visualize master features in the context of your releases and features. Click the Customize view dropdown and select Show master features. The master features will then display as objects on the release below your goals and initiatives.
Second, you can build your whole roadmap around master features, rather than features. Click the Master features toggle at the top left of your roadmap. This will focus your roadmap around master features and their releases.
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 Aha! presentation.
Features will display in the same sort order as they appear on the Features > Board page which represents their prioritized rank order.
You can also add filters to bulk edit which features are visible on your timeline.
Save your roadmap
To save your current view, click the Views dropdown on the top right corner of the page and select Save view. When you save a view, you will have the option to name it, choose who you wish to share your saved view with, and select if others can edit the view. The Views dropdown lets you access any view you have ever saved.
Share your roadmap
With your features roadmap completed, you can easily share it with your stakeholders by selecting one of the export options under the More options button on the top right of the screen.
- To fold your roadmap into a presentation, select Add to presentation. In your presentation you can select the roadmap's update frequency.
- To invite people outside of your Aha! account to view your roadmap, select Share as webpage.
- For a static version of your roadmap, select Save as image or Save as PDF.