Coming soon: We are introducing a fresh new look for record drawer and details pages on September 30, 2020. This article describes the current experience. Preview the upcoming improvements in your account now so you can get familiar with the new way of working in Aha!
We want to provide some relief from endless hours spent arguing over the "most essential" items your team should work on next. You may call them features, activities, or user stories — they are the fundamental unit of work that your team tackles, and regardless of your role, you need to prioritize them to product meaningful work.
In the past, we used spreadsheets to try to solve this problem. But spreadsheets are tough to use across a team, provide poor visibility, and are not tied to the feature and requirement details.
Using the Aha! scorecard will allow you to rank features against your strategy. Scorecards allow you to quantify the value of the work your team needs to accomplish and rank the records accordingly.
You will need to be an administrator with customization permissions to create scorecards and an owner to select an existing scorecard for your workspace. Owners and contributors can update the scores of individual features.
Note: This article refers to releases and features. Depending on your workspace type, you may see "schedules" and “activities" in your workspace.
Click any of the following links to skip ahead:
- Create your scorecard
- Change scorecard formula values
- Prioritize features
- Filter by scorecard metrics
Create your scorecard
We get you started with a default scorecard, but you can also create your own — you can even create multiple scorecards by creating custom scorecard fields.
Each workspace in your workspace hierarchy can have a unique scorecard comprised of metrics that reflect your strategy but make sense at a feature level. You can fully customize the metrics, scale, weighting, and complexity used to add quantification to your features.
You may consider using one scorecard for all of your workspaces to compare features across the portfolio — but that's up to you. Just note that if you change scorecards for a workspace, the previous data will be lost.
To create your own scorecard, navigate to Settings ⚙️> Account > Configure Aha! scorecards, then click Add scorecard.
- Name: Your scorecard will be named "My Score" by default. Name it something unique so that you can pick it out of a list of all other scorecards available in your account.
- Description: Add or attach any relevant details.
- Equation type: Select whether you would like to create a simple or advanced scorecard equation. If this is your first scorecard, we suggest starting simple and building to complexity. You can always edit a scorecard after you have created it.
- Total score: If you're using a simple equation, click the number beside any of your metrics to change the way that metric is weighted. If you're using an advanced equation, use this text box to write your equation.
- Add metric: Click this button to create a new metric. It will appear at the bottom of your metrics list.
- Metric name: Name your metric something that will communicate to anyone who uses your scorecard. Hover over the metric name to see two buttons that will allow you to rearrange or delete the metric.
- Edit: Click this to edit the metric. From the Edit configuration modal, you can change the Sequence type, Value range, Step value (how many values one step of the metric slider will move), and Units. Click Save to save your changes.
Use the Preview box on the right to test your formula while creating your scorecard. If you shift the metric values around and don't think that the total score accurately reflects the feature value as you intended, then keep working. This ensures that the scorecard is effective before you apply it to a feature layout.
Because the scorecards impact your entire account, you must be an administrator to set them up. However, once they are set up, owners can select which one to use for their workspace. Then both owners and contributors can update the scores.
- You can create scorecards under Settings ⚙️> Account > Configure Scorecards.
- You can clone a scorecard in Settings ⚙️> Account > Configure Scorecards by hovering over an existing scorecard and clicking the Clone button that appears on the right side.
- You can select a feature scorecard for your workspace under Settings ⚙️> Workspace > Configure > Scorecard for features.
Note: Each feature can only have one score. So if you want multiple people to weigh in, it's best to have a live collaborative session or request they provide comments for each feature.
Change scorecard formula values
The best way to change formula metrics on a scorecard is to modify an existing scorecard rather than create a new one to replace it. This preserves all of the existing data and recalculates the total based on the revised formula (with the new criteria set to 0).
Note: If you create a new scorecard with new formula values to replace an existing one, the historical metrics from the original scorecard will be deleted.
Once you create and implement your scorecard, you are rewarded with a more objective way to prioritize features. Just click the Aha! score number on a feature. You can edit the values of your various metrics by moving each slider left or right or by typing a valid value directly into the box above each metric.
The Aha! score is now the leading indicator of feature priority. Drag features to new rank order on the Features > Board view.
Features can also be reranked in a release automatically by score or other criteria shown below. To rank a release by score, just click on the More options button in the upper-right corner of the release column in the Features > Board and select Score.
If you are ready to customize your scorecard further, try advanced scorecard equations.
Filter by scorecard metrics
Sometimes the highest-scoring feature is not the one your team needs to address next. It could be that your team has some capacity at the end of the week and you want to find low-effort features to tackle quickly. Or maybe you want to see features with high impact on a metric, like customer satisfaction, regardless of effort. In these cases, you should filter your list report by scorecard metric, not by total score.
Navigate to Features > List to pull up a list of your features. Filter the list to show a subset of your features (you may want to look at features still in parking lots or features with a particular tag), then add filters or data columns for each of your scorecard metrics.
This report can get as sophisticated as you need it to. Click Edit filters to add advanced filters, or hover over the filters bar at the top of the page and click the Add filter + icon to add basic filters.
In the Add filters + and Edit data modals, you will have the option to add the metrics for any scorecard in use in your account. So it is helpful to know ahead of time which scorecard applies to your features in your workspace.
To do this, navigate to Settings ⚙️> Workspace > Configure > Scorecard for features. If you see a custom scorecard there, note its name, then search for that scorecard in the Add filter + and Edit data modals — each scorecard metric will append the scorecard name. If you see the default scorecard there, search for the Aha! default feature scorecard in the Add filter + and Edit data modals.
If filtering by these values, click the filter dropdown and select from the numerical filter options to show values that are a range, a comparison, blank, or not blank. You can apply multiple filters at once — for example, you may want to filter for features with very low effort and greater-than-average value.