Introduction to features and activities

Features represent the incremental units of technical and non-technical work that carry out your strategic goals and initiatives. Define them with descriptions, requirements, attachments, and mockups that articulate the exact challenge that you are trying to solve. Add focus and intention to each of your features by linking them to the strategy of your workspace and/or parent line or by linking them to other Aha! records. Once defined, features are assigned to a release and shared with your teams.

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

Click any of the following links to skip ahead:

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Create new features

There are many ways to create feature cards in Aha!, including directly in releases and roadmaps, and by importing them from a development tool.

To start, we will focus on some of the most common ways to create features.

  • The first (and simplest) way is to click the + icon in the top-right corner of any page. From there, click Feature and complete the Create feature modal with all necessary information.
  • The second way is to navigate to the Features tab and click the Add feature button, either at the top of the page or at the bottom of each release column. The same Create feature modal will appear — add all the details you need.
  • The third way to create a feature is to promote it from an idea in your ideas portal. Sometimes stakeholder ideas are important enough to promote straight to a feature, and Aha! allows you to do that at the click of a button.

Once you have created a feature, you will see a green box containing a hyperlink to your new feature inside. Click it to see the detail drawer for your feature and adjust or add any details. Click the X icon to close the detail drawer or the Details button to see full-page feature details.

You can configure features further by adding information to them, or by opening a feature's detail drawer and selecting the More options button. 

  • Add to initiative to link your feature to an initiative. 
  • Link to another record to create a record link.
  • Create related idea to create a linked idea with your choice of idea's visibility.
  • Convert to initiative to convert your feature to an initiative. Your feature might have looked like a single item to complete but is actually substantial enough to upgrade to an initiative. This option lets you convert it. 
    Note: Converting records may cause them to lose information.
  • Convert to master feature to convert your feature to a master feature. Master features are useful for organizing features by theme. If your feature has expanded in scope (particularly if you notice that its child requirements could each be features in their own right), you may wish to convert it to a master feature. 
    Note: Converting records may cause them to lose information.
  • Convert to requirement to convert your feature to a requirement. Sometimes your feature doesn't expand in scope; it shrinks. If your feature would be better suited as a requirement of another feature, use this option to convert it. 
    Note: Converting records may cause them to lose information.
  • Time tracking history breaks down the estimates and time tracking applied to your feature. 
  • Use requirements estimates generates an effort estimate for your feature based on the individual estimates of its child requirements. 
  • History shows you an audit log of changes made to the feature.
  • Add progress field adds a progress field to your feature. You choose from several different methods for calculating your feature's completion progress and visualize its progress in roadmaps. 
  • Add custom field adds a custom field to your feature layout. You can also create custom fields in Settings ⚙️> Account > Custom fields, of course, but this option is useful for times when you realize you need to add a custom field but do not want to leave the page and lose context.
  • Edit custom field layout pulls up the feature layout, which lets you add, remove, or rearrange existing custom fields. Again, you could edit your feature's layout in Settings ⚙️> Account > Custom layouts, but this option lets you edit your feature layout without leaving the feature itself. 
  • Add automation rule takes you to Settings ⚙️> Workspace > Automation, where you can add a new automation rule. Automation rules, available to Enterprise+ customers, are useful for streamlining your workflows and driving consistency across your workspace. 
    Note: This option will only appear in the More options button for Enterprise+ customers.
  • Copy feature copies your feature, including requirements, to-dos, and to-do assignees (but without to-do due dates). 
  • Delete feature deletes your feature. 

 

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Use and manage features

The Features > Board page shows features and their associated releases. Features can be rearranged into a priority order within a release by dragging them to their desired position. 

To find specific features, you have two search options.

  • Use the in-page search bar to filter your board to only view specific features, by searching for feature cards that include the text of your search terms in their NameID, or any fields visible on the card.
  • Run an account-level search while you are on the features board. Enter your search terms, then click into the Features board tab to see the relevant results from your features board.

The Features > Details page displays one feature at a time, allowing you to see every detail at a glance, and other features in the same release to the left.

Note: The Features > Details page is hidden by default for new Aha! accounts. If you would like to enable it, you can do so by customizing your menu navigation

You may find it useful to break down the work being done in a feature even further, using to-dos, comments, and requirements.

  • To-dos are as simple as they sound. They allow you to assign a piece of a feature to one or several people. Click the + icon next to To-dos on a feature card to create one, describe it, and assign it to a member of your team.
  • Comments allow you to collaborate on a single feature without losing track of the conversation. Anyone on your team can comment on a feature by clicking the + icon next to Comments on a feature card to create one. Type the @ key to tag members of your team and a # key to link in another Aha! record.
  • Requirements are a versatile Aha! record type. They can represent a subset of the work to be done, such as research, design, or peer review. They can also be promoted to features themselves. Requirements can be assigned to members of your team, and you can comment on them as well — keeping the conversation on your feature much more organized.

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Customize features

Features can be customized to ensure that you are only seeing information on your features that is relevant to your business. Here are a few customization options for features:

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Report on features

Reporting on features allows you to collaborate with your team, inform internal stakeholders of your team's progress, and visualize the work you are doing to reach your strategic goals.

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  • Use the Gantt view to visualize the features that contribute to master features and releases.
  • Use roadmaps like the features roadmap to visualize and present on your strategy.
  • Use analytics to dig deeper into the data that your features provide.
  • Use any page, roadmap, or analytical report you find in Aha! to create and share beautiful, insightful presentations

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