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. You may also know them as user stories or activities. 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.

aha-create-feature-template.png

Create workflow templates

Creating a template for features and requirements is part of customizing workflows and feature types. In a default feature workflow for many workspace types in Aha! 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. You need to be an administrator with customization permissions to access this page, and once here, you can create and edit custom workflows and custom feature types

To create a feature template, open a workflow, then scroll to the bottom to the list of custom feature types. Here, you can re-order or edit existing feature types, or create or delete types. Click any custom type to edit the feature and/or requirement template. 

aha-custom-type-template.png

Notice that each workflow shows which workspaces are using it. This is important because after you create a workflow you must choose to use it in your workspace settings. To do this, navigate to Settings ⚙️> Workspace > Configure > Workflow for features. You need to be a workspace owner to access this page.

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. 


Was this article helpful?
4 out of 7 found this helpful