The Ideas > List page is a powerful view for managing and prioritizing ideas across workspaces. This page allows you to manipulate data in list format where you can customize the columns presented and sort the order of the data.
In addition to visualizing your data, the Ideas > List is powerful because it also allows you to perform bulk edits to ideas. This enables updating fields on multiple ideas at once, such as the idea visibility and status, as well as even bulk promoting ideas to initiatives, master features, or features.
Depending on your Aha! implementation, or how you have customized your terminology, you may refer to features and master features differently — you might prefer user stories and epics, or master activities and activities. Regardless of your Aha! use case, you can use the Ideas > List view to promote great ideas to work you plan to complete.
Note: The Ideas > List page is hidden by default for new Aha! accounts. If you would like to enable it, you can do so by customizing your menu navigation.
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How it works
You can create and save any view you want through filtering and adding data fields. To add additional data to the list, click the Add data button on the top left of the page. You can add data columns to the page for all default and custom fields. To filter, click the Add filter button on the top left of the page and select which data you wish to filter the view against.
To save the view, click on the Views dropdown on the upper right of the page and select Save view. Give your view a name, choose whether you wish to share it with other team members by sharing it via product(s) rights, and decide whether you wish to let others edit the saved view. Saved views will be accessible through the Saved views section under the Views dropdown.
Once you have a useful view, you can share it with your internal or external stakeholders through an Aha! presentation or export it through Excel, CSV, image, or PDF. To share your list, simply click on the More options button.
Customize your report
After adding all of the data columns to the list table that you want to display, you can reorganize the columns, sort the data within the columns, and rename the column headers.
To sort your data by a specific column, hover on the column header and click the more details button. Then, select from one of the sort options in the dropdown. You can also sort multiple columns by clicking the Sort data icon in the top-left corner. This will allow you to sort columns based on multiple values, such as alphabetically by feature status and feature name.
Lists can be customized further in the following ways:
- To reorganize the columns, click on the column header and drag it to the desired location on your report.
- To change the name of your column headers, select the text within the column header to begin editing the name.
- To modify the width of a column, drag the edge of the column header to the desired size.
- To add a column, delete a column, or add a calculation column, hover on the column header, choose the More details button, then select an action.
By default, the Ideas > List page includes a column for each idea's score. As you review submitted ideas, you can score them here based on the default Aha! scorecard or a scorecard that you customize for your team's needs. If you promote an idea to an initiative, master feature, or feature, you can choose to carry the idea's score over to the new record type.
Sometimes, however, the highest-scoring idea is not the one your team needs to address next. It could be that your team is looking for low-effort ideas that it could promote and implement quickly. Or maybe you want to see ideas with a high impact on a metric, like customer satisfaction — say, anything scoring between 90 and 100 points, regardless of effort. In these cases, you should filter your list report by scorecard metric, not by total score.
Note: This does not apply to scorecards that are in a custom field.
Navigate to Ideas > List to pull up a list of your ideas. Filter the list to show a subset of your ideas (you may want to look at ideas in a specific category, for example), then add filters or data columns for each of your scorecard metrics.
In the Add filter and Add data modals, you will have the option to add the metrics for any scorecard in use in your account, so it is useful to know ahead of time which scorecard applies to ideas in your product or workspace.
To do this, navigate to Settings > Workspace > Ideas > Configure > Scorecard for ideas. If you see a custom scorecard there, note its name, then search for that scorecard in the Add filter and Add data modals — each scorecard metric will append the scorecard name. If you see the default scorecard there, search for the Aha! default ideas scorecard in the Add filter and Add data modals.
If filtering by these values, click the filter dropdown and select from the numerical filter options to show values that are a range, a comparison, blank, or not blank. You can apply multiple filters at once — for example, you may want to filter for ideas with very low effort and greater-than-average value.
If you find an idea that has merit, you can promote it to an initiative, master feature, or feature.
Export Ideas > List views
In addition to Aha! presentations, users have four other options for exporting their Ideas > List:
- Export to CSV
- Export to Excel
- Save as image
- 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 page. 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 file or an internal wiki.
Bulk edit ideas
Similar to the Features > List page, the Ideas > List page also allows you to bulk edit ideas. What is special about the Ideas > List page for bulk editing is that it allows you to promote ideas in bulk. When you choose to promote an idea, you can promote it to an initiative, master feature, or feature. There are two main promoting options:
- Create new: This allows you to bulk create new records from the promoted ideas. The bulk promote action will result in a new record created for each idea you bulk promote.
- Promote to existing: This allows you to promote the ideas to an existing record. The bulk promote action will result in every selected idea being linked to the single existing record.