Add custom workflows, statuses, and feature types

An Aha! workflow is the set of statuses and transitions that a goal, initiative, release, master feature, feature, requirement, or idea may move through during its lifecycle. 

While most teams follow similar frameworks, workflow details are different. Aha! is designed to fit any product management or change management workflow.

These include software, hardware, IT infrastructure, and custom development services. Guide your team through your preferred processes by creating custom workflows, statuses, and feature types. 

Aha! comes with a general purpose software workflow which you can use as a starting point when building your custom workflows. 

You can customize the status names, parent categories, colors, and transition buttons that will be seen on the goals, initiatives, releases, master features, features, requirements, and ideas screens. You can also customize the feature types for each feature workflow. 

Every product can have its own custom workflow for goals, initiatives, releases, master features, features, requirements, and ideas — or you can simply use the example options. 

To get started, you will need to add a new custom workflow at the account level — you need to be an Aha! Administrator to do so.

However, once the custom workflows have been configured, product owners can apply the ones they wish to use for their given product. They can also clone workflows to create a copy or edit existing workflows to make changes.

Add a new custom workflow
To add a new custom workflow, go to Settings > Account > Configure feature types, statuses, and workflows

When you click the Add workflow dropdown, you can select which type of record workflow you wish to customize.

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Aha! offers a built-in example workflow for initiatives, goals, releases, features, and ideas. You can use the example workflow provided or add your own to guide users through your processes. 

After you select from the dropdown, Aha! will create a copy of the example workflow for that record type. Update the name of the workflow and add a description, if you desire.

You can then customize the status names, status categories, status colors, and transition buttons.

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Add custom statuses
You can build your own custom statuses. Status represents where your idea, feature, or release is in relation to your workflow.

There are two ways to add custom statuses. You can edit the example statuses shown to reflect your processes. Or, you can delete the example statuses and create new ones by clicking Add status.

You may want the names of your custom statuses to map to the statuses used in other third-party tools (like your bug tracking system) that you might have integrated with Aha!

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Choose status categories

Status categories have a special purpose in Aha! — categories help Aha! automate certain displays and actions. For example, releases, features, ideas in the Shipped category include a green checkmark in some places in the UI.

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When you add a new status or edit an existing status, you will be able to choose the status category that best matches. You can have multiple custom statuses that have the same status category. If the status does not match one of the category options – leave it blank. 

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There are some considerations when choosing status categories for ideas:

  • When a user adds a new idea, the idea defaults to the first status (in order from top to bottom — you can drag statuses to reorder) that has not been assigned to a status category.
  • Promoting an idea to a feature will automatically change the idea status to the first custom status in the status category In progress
  • Only statuses that are in a status category will be published to or trigger email notifications from public and private ideas portals.
  • Shipping a feature triggers the idea status to change to the first status in the status category Shipped

 Status categories also affect features and releases:

  • When a release is shipped, all features with statuses not in the categories Done, Shipped, or Will not do will be moved to another release.
  • Any features with statuses in the category Done will be changed to Shipped.

Set transition buttons

Transition buttons help Aha! users follow a predefined workflow. To add transitions between statuses, click the + button. Then, you can choose how the statuses should flow and add a name for the transition button. 

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The name of the transition appears on the button for moving between states, so choose an action phrase, such as "Start designing." It is also helpful to acknowledge the completion of a step in your flow, such as "Requirements completed."

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Add feature types

When you create a new features workflow, scroll to the bottom of the workflow creation page for the option to edit or create custom feature types. When you add a new feature, the first type on the list will be the default. We recommend reordering feature types to represent the most commonly selected types first.

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Apply a custom workflow to a product

The last step in setting up a custom workflow is to apply it to a product. This step is a product-specific setting and cannot be applied at the product-line level, so be sure to select the desired product in the Product dropdown. 

Once your customized workflows are configured, navigate to Settings > Product > Product: Configure to apply a custom workflow to a product. This is true for all workflow types, except ideas — which are covered in the next section.

Changes to a workflow are applied immediately and affect existing records.

Remember, you need to be an Aha! Administrator to create a workflow, but product owners can apply the ones they wish to use for their given product.

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To change your account’s default workflows assigned to new products, select the Change default settings button on the custom workflow that you want to use.  

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The default workflows you set are automatically applied when new product lines and products are created. Note that the updated default workflows are only applied to newly added products — they are not applied to existing ones, which you must update individually.

Apply custom ideas workflow

Idea workflows are assigned in the Ideas: Configure section of your product settings under the Ideas subsection. Click on the Update ideas workflow button and select the new workflow to be applied. You will then be prompted to map current statuses to new statuses. 

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After your ideas workflow is updated, you can also decide which statuses show in your ideas portal. Go to Settings > Account > Configure feature types, status and workflows. Select your workflow and you will see a column that indicates whether the status is visible on your portal or not.

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To show a status in your ideas portal, click on the status and check the Show in ideas portal option.

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