Setting up your product hierarchy is an important first step when you are first getting started with your Aha! account.
Define your product hierarchy
A product line is a hierarchy item in Aha! that allows you to create a nested portfolio structure. By default, every new account starts with a product line representing your company. You can add as many levels of product lines as you need — representing lines, divisions, or any other structure that helps you visualize your product hierarchy. Unlike products, product lines do not contain features or releases. They allow you to set a cohesive strategy at the product-line level that your products can inherit.
A product, on the other hand, is where your releases and features exist. Your product should represent what is delivered to your market. It is what your customers buy or your internal stakeholders consume.
Since the product is where your features and releases exist, it is very important to define your product (or products) correctly. Taking what should be a single product and breaking it up into multiple products can lead to confusion and extra work. On the flip side, taking what should be multiple products and defining them as a single product can create an environment that is overly crowded and challenging to organize.
If you are considering whether to define your product as one product or multiple products, ask yourself these questions.
- Does each potential product need its own independently prioritized backlog?
- Does each potential product have its own product manager?
- Can each potential product release independently of the other products?
If your answer to all three is no, then it should generally be a single product.
If your answer to all three is yes, then you should generally have multiple products.
If your answers are a mix of both, then you should start with a single product. You can always add products later and a single product is generally an easier starting point for most teams.
Check out more support notes related to product hierarchy.
Clear demo data from your account
If you just created your Aha! account, you may have used the demo product to get acquainted with how Aha! works. But now that you have gone through the demo product, it is time to disable it and start creating your own product hierarchy.
You can delete or disable the demo company and product by going to Settings > Account > Configure products and marketing workspaces and clicking the Delete buttons that appear to the right of the demo product and company.
You can also delete or disable any test data you entered yourself — including any products or product lines you created during your trial period. In that same menu (Settings > Account > Configure products and marketing workspaces) click the Delete button by any test products or product lines that you created yourself. This will give you a clean slate to build anew.
Note: this approach assumes that you only have test data in your account right now, and that your products don't have any live data in them. Reach out to our Customer Success team at firstname.lastname@example.org if you are unsure about how to proceed.
Add a product
Once you are comfortable with your product hierarchy, the actual product hierarchy creation process is simple. Go to Settings > Account > Configure products and marketing workspaces and click the Add dropdown to create products, product lines, marketing workspaces, or marketing lines.
For more detail, read about:
- Creating a single-product hierarchy
- Creating a multi-product hierarchy
- Creating a portfolio hierarchy