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! provides multiple ways to create beautiful roadmaps and then share your roadmaps with your team. In addition to roadmaps that cover common needs — the strategy roadmap, the feature roadmap — it's useful to get acquainted with the custom roadmap, which you can use to create a roadmap that fits your exact use case.
You can use the custom roadmap to visualize dates for the following record types:
- Releases and schedules
- Features and activities
You can even visualize the custom date fields that you add to any of those objects.
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Create your roadmap
Navigate to Roadmaps > Custom to create a custom roadmap.
The easiest way to get started is to click the Views dropdown and select Related views. You can also use one of the example roadmaps in the report builder after you click the Create new roadmap button, then Use example roadmap. The related views and example roadmaps cover recommended roadmaps and are a great way to get familiar with how the tool works.
If you are ready to dive in and create your own custom roadmap, click the Create new roadmap button, then click Create your own roadmap and open the report builder.
In the Select records step of the report builder, select the record type(s) you want to build your roadmap around. You can choose from Popular or Advanced fields — and if you are an Enterprise+ customer, you can also build your custom roadmap around Custom tables.
Note: It can be helpful at this point to think about how the Aha! report model works. Roadmaps are built around relationships between record types, and the order you add related record types to your custom roadmap matters. As you work through the report builder, try experimenting with different record types, and see how it affects the roadmap you create.
In the Add fields step of the report builder, you can adjust the record types you just selected, and add fields to show on the roadmap and to group the bars or milestones on your roadmap. Bars show a date range, while Milestones which show a single date.
Add a sort order to fields by clicking the Sort fields buttons. If you have multiple fields shown or grouping your roadmap elements, the Sort fields buttons will let you create a sorting hierarchy.
Note: If you customize your roadmap to use compact bars, the sorting will be automatically set for the best visualization.
In the Add filters step of the report builder, you can add Basic or Advanced filters to your roadmap. First select the record type you would like to filter, then select from a list of filters. Click Save to save your filter. If you are using advanced filters, you can apply All, Any, or None logic between groups and subgroups of filters.
Click Save to create your roadmap! You can always click Customize view > Edit data or Edit filters to return to the relevant steps in the report builder. You can also add quick basic filters by hovering over the filters bar and clicking the Add filters + icon.
Note: If you choose to build your custom roadmap with Bars, records without dates will display on your roadmap by default as bars with infinite length. To resolve records without dates, open the record's detail drawer and add dates to it. To hide records without dates, filter your roadmap where your date fields are Is not blank.
Customize your roadmap
Once you have created your custom roadmap, you can always customize its look and focus.
Click the Set dates dropdown to adjust the date range and calendar resolution for your roadmap. You can also adjust your roadmap's date range by adjusting or moving the date range slider at the top of your roadmap.
Click the Customize view dropdown, then click Customize style to customize the look and feel of your roadmap. From here, you can change your roadmap's color scheme, choose to show or hide progress, and select whether you want a compact or expanded feel to the finished product.
When you've finished customizing, click Done to save your work, then click Save view to save your roadmap.
Share your roadmap
With your custom roadmap completed, you can easily share it with your stakeholders by selecting one of the export options under the Share menu button on the top right of the screen.
- To fold your roadmap into a presentation, select Add to presentation. In your presentation, you can select the roadmap's update frequency.
- To invite people outside of your Aha! account to view your roadmap, select Share as webpage.
- For a static version of your roadmap, select Save as image or Save as PDF.