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!
Regardless of the size of your team or the complexity of your roadmap, you will come across portions of work that relate to or depend on each other. It can be incredibly useful to create links between Aha! records that allow your teammates to dig in for further context and to visualize these links in reports and roadmaps.
Note: This article refers to releases and features. Depending on your workspace type, you may see "schedules" and “activities" in your workspace.
The following record types in Aha! can be linked to each other:
- Release phases
- Release milestones
Click any of the following links to skip ahead:
- Create record links
- Select a record relationship type
- Visualize record links
- Report on record links
- Sync record links with Jira
Create record links
- To create a record link, open the detail view for a record and click the More options menu in the upper-right corner.
- Click Link to another record to open the Record link modal.
- The Relates to dropdown gives you options for the type of record link you want to establish and the These <records> dropdown allows you to select the record type to search for in the Choose field.
- Begin typing a record's reference number or title, then select the record(s) from the search suggestions that you'd like to link. Click Create link.
Select a record relationship type
Your record link can be any one of six relationship types.
- Relates to: This is the most generic relationship. When a record is related to another record in some way that's not easily defined by the other categories but you want to show that relationship, you can use Relates to.
- Depends on / is a dependency of: This is the most commonly used relationship. It states that one record must be completed before another can start. You can create this record relationship by linking records or on the Releases > Gantt view. If you create record dependencies on the Gantt chart and the due date of a record gets pushed out, you can adjust the start and due date for dependent records as needed. If you try and schedule a dependency before the record it is dependent on, the dependency line will turn red to highlight the conflict.
- Duplicates / is Duplicated by: Occasionally, you may want to track duplicate work. For example, if you have two products and both will use the same feature, you may still need to track the feature in both product roadmaps. The work only happens once so you should create a primary feature where the work will be done and then create a second feature and link it to the primary. This helps you report on and keep track of the work.
- Contains / is contained by: If you are working on a record that will be part of another record, use this link to show the relationship. For example, you might be creating an alerting capability that's triggered by a report. You create the reporting capability in one feature but link it to the other feature for alerting capabilities.
- Impacts / is impacted by: This could represent a record whose work will ultimately impact the design of another record (but does not create a dependency). In this example, you may wish to hold off on your design until the first record's design is completed.
- Blocks / is blocked by: This could represent a record that completely blocks another record because until you complete the first, absolutely no work can take place on the second record. Another example is that this record uses a resource that you need — the development team's time, for example — and until it's completed, you are blocked. This relationship could be helpful in reporting tradeoffs you've made during the roadmapping process.
Once you have created a record link, you can see it on each record's Record links section. Click one of the hyperlinks to see the detail drawer for the linked record.
Visualize record links
Now that you have linked one or more records together, it is time to visualize them.
Click the Visualize button next to the Record links section of one of your records. You will see an interactive dependency map that allows you to click into any of the linked records and expand or collapse the dependencies of records linked to yours.
Report on record links
The following options are available for reporting on record relationships:
- View dependencies for multiple objects at once using the dependency report.
- Dependency relationships between initiatives, epics, and features can be visualized on the strategy roadmap.
- Dependency relationships between features, phases, and milestones can be visualized on the Releases > Gantt page (for releases and epics) or on Roadmaps > Dependency.
- Initiative, release, release phase, feature, and idea reporting tables include columns for Record links, which can then be included in the list, pivot, chart, and custom roadmap reports.
With any of these visualizations, use the Share button to share the information with your team as an image, PDF, or Aha! presentation.
Sync record relationships with Jira
Just like Aha! lets you link records to each other, Jira allows you to link issues to each other. You can use field mapping to map different record relationship types to each other — so that Aha! records will retain their links when they flow to Jira issues and vice versa.
If you use a bidirectional mapping, then users in either Aha! or Jira can create and update record links as they discover them, and your data will always display the affect of one record on another.