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!
Aha! helps you set brilliant strategy, capture ideas, prioritize features, and create visual roadmaps. You can also assign work, set due dates, and manage your own tasks so you and the team stay on schedule.
The My work page gives you a view of all the work assigned to you, with a dropdown to show you work assigned to other users in your Aha! account. From this page, you can also view and create personal notes.
Because so many users use the My work page to organize their work, it is a common choice for a personal home page. You can set your personal home page in Settings ⚙️ > Personal > Home page.
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:
- Access the My work page
- The All work view
- Releases / Schedules
- Features / Activities
- Personal notes
Access the My work page
To find your My work page, hover over your profile picture at the top right of the navigation bar and then click My work.
From here, you can see all the work assigned to you across your account — including the due dates and status of each record — as well as access your personal notes. You can also view other users' assigned work using the User dropdown.
Your experience of the My work page depends on your Aha! user permissions. Workspace owners and contributors can manage all record types from the My work page. Reviewers and viewers can manage features and to-dos, since other record types cannot be assigned to them, though the two user permission levels approach features and to-dos differently.
The All work view
The All work view is a summary view of all the features, to-dos, initiatives, releases, and ideas assigned to you, sorted by date. Use this view to scan the work you are responsible for, along with your work's status. You can also create Aha! records here, including personal to-dos.
To focus on a particular record type, you can either collapse other record types on the All work view, or click one of the specific record type views on the left side of the page.
Initiatives are high-level efforts that help you achieve your strategic goals. You can link releases, epics, and features to initiatives to track the work that contributes to them — but you can also track the initiative itself.
If you are assigned to an initiative, you will see it on your My work page.
From the All work view, you will see any initiatives you are responsible for, along with their statuses. From the Initiatives view, you can see a few more fields, including Workspace, Time frame, and Start and End dates.
Releases / Schedules
Monitor the progress of your releases and schedules — including the number of epics, features, and requirements that need to be delivered and the percent complete. You can view this information by team member or by workflow status. This allows you to understand if the release is on track and where help might be needed.
Features / Activities
Your assigned features and activities are grouped by release and are sorted by their feature rank, with the highest priority feature (as determined by its order on the feature board) at the top. Select any record to drill into the details and make updates. The features section also includes information on epics, features, and requirements.
Manage your checklist of to-dos and filter them by time frame to see what needs to be done and when. You can see to-dos assigned to you as well as to-dos associated with records you have permission to see. You can also see the status of tasks you have assigned to others and create new ones. This helps you manage cross-functional deliverables and keep your plans on track.
View a quick list of all ideas assigned to you as well as information on the idea status and number of votes.
You can use personal notes for anything — ideas you don't want to forget, meetings you need to prepare for, or plans that are not yet ready to share with the rest of your team. Click the + icon next to My notes to create a new personal note.
Once created, you can organize your notes just as you would workspace notes, add them to an Aha! presentation, or move them to a workspace's Info > Notes page when you are ready to share them with your team.