Create templates for features, activities, and requirements

Note: Depending on your workspace type, this article may refer to Aha! record types differently than your team does. 

Features are short, simple descriptions of a new capability. Historically, they simply defined what the technology should do. Today, they are often presented from the perspective of the value the new functionality will deliver to an end user. The feature typically has a high level description and detailed requirements to help define what it should do.

If you use an agile methodology, you might be familiar with casting your stories from the perspective of a user. You may use a template like this for all of your requirements.

As a [type of user], I want [to perform some task] so that I can [achieve some goal].

In Aha!, you can specify a template for the description of a feature or requirement to drive consistency in how features are defined.


Create workflow templates

Creating a template for features and requirements is part of customizing workflows and feature types. In a default feature workflow, there are four types of features: New, Improvement, Bug fix and Research. You can edit, add or delete these types. Each type can have its own template.

To edit or create a new workflow go to Settings ⚙️> Account > Configure statuses and workflows.

Notice that each workflow shows which products are using it — this is important because after you create a workflow you must choose to use it in your product settings. To do this, navigate to Settings ⚙️> Workspace > Configure > Workflow for features

Use your new feature template

When adding a new feature, take care to pick the right feature type. 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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