Create a multi-workspace hierarchy

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

A workspace typically represents what you build and deliver to customers. It is what your customers buy or what your internal stakeholders use.

Please keep in mind:   

  • Workspaces are used to set strategy, plan releases, capture ideas, and add features.
  • Parent lines are used to set strategy and create hierarchy by grouping workspaces together. 

If your company builds and delivers multiple products, services, or programs to customers, then you will likely need to create a workspace in Aha! for each one. This will provide a place to manage strategy, releases, features, and ideas individually for each workspace. It will also give each of your teams their own workspace. 

We automatically use your account name to create a top-level entity. This helps to create a nested portfolio structure to organize your data. It is also useful to set strategy at the top level and link it to work done on the workspaces. This makes it easy to have corporate-level goals and workspace-level initiatives that tie to them

Create your workspace from Settings ⚙️> Account > Configure workspacesYou will need to be an administrator with customization permissions to do this. 

  1. Click on Add Workspace.
  2. Select the parent line it belongs to (if one exists).
  3. Enter a workspace name, optional description, and prefix. Then click Create Workspace.

aha-settings-create-product.png

After you add your individual workspaces, you will see them available in the navigation. Remember that you and other users are not able to edit or delete workspaces that you do not have permissions for. In settings, navigate to Settings ⚙️> Account > Users to edit permissions

aha-portfolio-roadmap-product-hierarchy__2___1_.png

If you only have one workspace or a large portfolio, read these articles for setting up a single workspace or a large portfolio of workspaces.


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