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!
The strategic roadmap highlights your strategic initiatives' timing and progress. It is particularly useful if you are doing top-down planning and looking over the big work efforts necessary to achieve your goals. You can adjust the roadmap based on your audience — add more detailed record types to the roadmap to put your strategy in perspective or keep it high-level.
The strategic roadmap is available to every workspace type, but different workspace types have different terminology for Aha! records. In this article, we will refer to releases and features, though your workspace might refer to them as schedules and activities.
Click any of the following links to skip ahead:
- Create a strategic roadmap
- Filter your roadmap
- Customize your roadmap
- Arrange records on your roadmap
- Change record dates
- View releases
- Create dependencies between records
- Change your roadmap view
- Save your roadmap
- Share your roadmap
Create a strategic roadmap
Navigate to Roadmaps > Strategy to access the strategy roadmap. By default, the roadmap will show you records in your current workspace. You can customize your roadmap to add in data from other workspaces or exclude specific record types.
Filter your roadmap
The first step in creating a useful strategic roadmap is to adjust the data you want visible. Use the existing filters to adjust what Workspaces or Initiatives should be included in your roadmap or click the Add initiative button at the top of the page to create a new initiative.
Finally, filter for the correct date range. Use the Set dates dropdown to adjust the visible date range on your roadmap, or drag the dates bar at the top of the roadmap to adjust the date range. Click and drag in the middle to reposition it or click and drag one end to shrink or expand the date range.
Customize your roadmap
Next, let's customize your roadmap. Click the Customize view ⚙️ icon to see your choices.
- Hide weekends: Choose whether to show or hide Saturdays and Sundays from your view.
- Hide assignees: If you have included epics and features in your strategic roadmap, you have the option to show or hide the name of the assignee next to those bars.
- Hide progress: If you have enabled the progress field in your workspace, you can include progress calculations on this roadmap. This is an excellent way to show your audience at a glance how each part of your roadmap is progressing. The strategic roadmap will display a completion percentage based on whatever progress calculation has been set on each individual record.
- Hide goals: Choose whether to display the goal(s) linked to each initiative on your roadmap.
- Hide epics: Choose whether to display epics on your roadmap.
- Hide features: Choose whether to display features on your roadmap.
- Hide releases: Choose whether to display releases on your roadmap.
Color bars by
- Color bars by: The colors you choose for your roadmap communicate information to your audience — they are not just for aesthetics. Choose to color the bars on your roadmap by Status, Assignee, record Type, Initiative, or Release to highlight different aspects of your plan.
Sort initiatives by
- Sort initiatives by: The strategy roadmap lists initiatives chronologically by their Start date by default, but you may prefer a different sort order. Use this submenu to sort your initiatives by Workspace, Start date, End date, Rank, Status, Assignee, or Name.
Note: You can sort initiatives using this submenu, then drag them vertically to create a custom sort order. If you ever want to re-sort the initiatives by one of these options, just reselect that option from this submenu.
- Sorting by Workspace sorts your initiatives by their order in the workspace hierarchy dropdown. It's useful for a portfolio view of your initiatives.
- Sorting by Rank sorts your initiatives by their rank on the initiatives details view. To change an initiative's rank, navigate to Strategy > Initiatives and drag your initiatives to a new order.
Arrange records on your roadmap
One of the benefits of Aha! is the ability to link your top-level strategy to the records that your team will use to implement that strategy: releases, epics, and features. By default, the strategic roadmap will show these records along with your initiatives (though you can hide them from view using the Customize view ⚙️ icon). Click on any parent record to expand it and show the linked child records.
If you have a lot of records on your roadmap, you may want to organize them by aligning, sorting, and arranging them.
Click the More options button beside any initiative to:
- Align it with its visible children. Initiatives and the records that are linked to them do not have to share the same Start and End dates if you do not want them to. Aligning your initiative with its linked epics and features will shift your initiative so that its Start date aligns with the Start date of the first child record and its End date aligns with the End date of the last child record.
- Sort an initiative's child features by Rank (their rank on the Features > Board), Start date, End date, or Alphabetically.
Note: Sorting records on the roadmap does not affect their sort order in the Features > Board view and does not change the view for other people who view the roadmap. To share your view with other people, click Save in the upper-right corner of the page.
Note: Collapsed initiatives are automatically sorted by Start date. You can drag and drop initiatives to customize the order.
Click the More options button beside any epic or feature to:
- Edit the record details in its detail drawer.
- Remove it from the roadmap. This option will hide the epic or feature from your strategic roadmap — without deleting the record. You can click the + icon and Add existing feature or Add existing epic to show the hidden record again.
Finally, you can drag any bar vertically on the roadmap to manually sort the records into a custom order.
Change record dates
There are two ways to change the dates of the records included in your strategic roadmap.
- If you know the exact Start or End date you want to change, click on any bar to open that record's detail drawer. From there, click on a date field and enter a new date.
- If you prefer to click and drag, drag any bar horizontally on the roadmap to a new set of dates. You can also drag one end of a bar to change either the Start date or the End date.
Note: Click and drag horizontally to adjust the dates of any record on the strategy roadmap. If the record has child records and is expanded, all child records will move with the parent record. If the record has child records and is collapsed, just the parent record will move.
All initiatives, epics, and features will be visible on the strategy roadmap by default — even if they do not have Start and End dates. This way, you can organize them in the context of other records before assigning them dates. Initiatives without dates will span the entire width of the roadmap, with hazy bar borders. Epics and features without dates will display with hazy bar borders as well, at the start of the initiative they have linked to.
You can assign dates to a record on the roadmap by clicking and dragging its bar or by clicking on it to open the record's detail drawer.
You can also hide the record from the roadmap.
- Use the Initiative name filter at the top of the roadmap to filter out a specific initiative or add a basic filter to exclude initiatives without dates.
- Remove individual epics or feature by clicking the More options button beside the record's name and selecting Remove from roadmap.
Releases are containers for features and epics — the work that contributes to your strategic initiatives. On the strategic roadmap, you can see initiatives, epics, and features in the context of their releases.
Note: If you want to see more details on releases and view epics and features in the context of their releases, use the Gantt chart.
By default, releases will show on your strategic roadmap in a collapsible section of the roadmap called Release names. Expand that section to see the Release dates for any releases linked to the records in your roadmap. Release dates give your audience context for when they can expect epics and features to be completed.
Note: The Release names section will display releases linked to records visible on the strategy roadmap. If you have expanded an initiative to show its child records, then the Release names section will display all releases linked to that initiative and its child records. If you collapse the initiative to hide its child records, the Release names section will just display the release linked to the initiative.
You can draw your audience's attention to your release cadence by clicking the Customize view ⚙️icon and choosing the Color bars by release option.
Click on any release to open its details drawer and adjust any fields or dates associated with the release.
Create dependencies between records
Aha! supports finish-to-start dependencies between initiatives, epics, and features.
To create a dependency on your roadmap, hover over a bar on the roadmap, then click and drag the ball icon that appears next to it to the dependent bar.
- If the dependent bar is scheduled to start in the future, the dependency line will be grey. If the dependent bar is in the past — or if the dates slip on the bar it depends on — the dependency line will turn red.
- If you have dependent roadmap bars and move the parent record, you will need to move the child records manually (shift + click several records to move multiple child records at once). This is because child records can have date ranges independent of parent records.
Change your roadmap view
For many users, the strategy roadmap is just one way to view the same data. Often you want to examine the work your team plans to complete in a list, visualize it in a workflow board, or present it in a roadmap.
Use the Change view type dropdown to switch between several common views while retaining any filters you have added.
Note: Filters you add yourself will transfer to a new view. Page filters — filters associated with the original view that cannot be removed — will not appear on the new view.
Your View type options for initiatives are:
- Details: A list of all your initiatives, expanded to include their details.
- Chart: A grid to help you visualize and compare your initiatives to each other, based on metrics you select.
- Workflow: A kanban-style view of your initiatives, epics, features, and requirements.
- Roadmap: Your strategy roadmap.
Save your roadmap
To save your current view, click the Save view button in the top-right corner of the page. When you save a view, you will have the option to name it, choose who you wish to share your saved view with, and select if others can edit the view. The Views dropdown lets you access any view you have ever saved.
Share your roadmap
With your strategic roadmap completed, you can easily share it with your stakeholders by selecting one of the export options under the Share button on the top-right of the page.
- 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.