Workflow board

Many teams use a shared kanban board to improve visibility and increase the flow of work. A common board gets everyone on the same page to visualize resourcing, evaluate project statuses, and manage collaborative work.

Aha! provides a kanban-style workflow board that can be used for managing initiatives, master features, features, and/or requirements. 

Enable the workflow board

The workflow board is available for every account. You will need to enable it on a product-by-product basis. If you have product owner access, you can enable it under Settings > Product > Navigation. Check the box under Features for Workflow to enable the board for kanban or scrum work. 

Once enabled, you will see the new option under Features > Workflow. You now have an agile board to view the status of all of your master features, features, and requirements. The record type dropdown in the upper left allows you to switch between the different types of records. 

Aha-workflow-board-features.png

The initiatives workflow board is accessible by clicking the workflow view button Aha-workflow-view-button.png located in the upper left of the screen on the Strategy > Initiatives page. For more help with navigation customizations, see our support article on customizing your Aha! navigation.

Customize your workflow board

You can choose the rows and columns on your kanban board by clicking the Customize view Aha_customize_view.pngbutton and selecting Configure workflow board. From there, you can choose the users you wish to view and the status columns you want to show. Statuses and workflows can be customized for every product or workspace using the options in your product settings.

Aha-configure-workflow-board.png

Customize your cards

You can choose to display additional information on your cards, such as tags, due dates, custom fields, and much more. Click Customize view Aha_customize_view.png button and select Customize cards. Customizations added here are unique to your Workflow board. Customizing the expanded and collapsed views allows you to have quick access to the information that is most important — removing the need to click into the card's details.

View across products and releases

The workflow board can be filtered to show records from a single release or across releases. You can also filter the board to show records within a single product or across multiple products. Click Add filter to filter the board so it only shows the records that matter to you.

Records on the workflow board are generally ordered based on their respective rankings.

  • Initiatives will be ordered based on the order defined on the Strategy > Initiatives page.
  • Features and master features will be ordered based on the order defined on the Features > Board.
  • Requirements will be ordered based on their order defined on a feature.

If multiple releases are shown on the workflow board, records in earlier releases will appear first, and within a release group that is based on the record rank. If multiple products are present, then the release date is still used and records will appear in release date order.

View time or story point estimates

If you have enabled capacity planning and time tracking for your product, you can view work remaining on requirements, features, or master features in units of time or story points at the top of each column. Click the Customize view button to show or hide additional metrics on your workflow board.

You can evaluate capacity on the workflow board using three metrics:

  • Work estimate: This is the sum of the work estimates within each column.
  • Work remaining: This is the sum of the work estimates minus the work done (across all records in each column).
  • Work done: This is the sum of the work that has been logged using the Log time button  (across all records in each column).

You can also view the total work remaining across all columns for each user by using the Show work per user setting. This setting will show capacity metrics to the right of the user’s name and is the sum of all master feature, feature, or requirement estimates assigned to each user. 

Aha-configure-workflow-board-capacity-planning.png


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