New Aha! Roadmaps + Smartsheet integration

A new integration between Aha! Roadmaps and Smartsheet

February 4, 2025

New Aha! Roadmaps + Smartsheet integration

by Claire George

Does your organization use Smartsheet to manage projects? This new integration makes it easy to stay aligned. Define strategic plans in Aha! Roadmaps and send work items to Smartsheet to ensure teams have the information they need. Updates made in Smartsheet sync back to Aha! Roadmaps automatically and keep the applications and teams in sync.

Streamline collaboration across teams with the new Aha! Roadmaps and Smartsheet integration.

The integration lets you customize how information flows between Aha! Roadmaps and Smartsheet. Plan with initiatives, epics, releases, features, and requirements in Aha! Roadmaps, and decide which details to send to Smartsheet. This flexibility helps keep everyone working efficiently across tools.

To get started, a workspace owner can enable the integration in your workspace settings using a Smartsheet API key. Once connected, you can map record types and data fields in Aha! Roadmaps to specific sheets and columns in your chosen Smartsheet workspace. You can also choose whether updates sync automatically or are manual.

Once you set up the integration, sharing work items between Aha! Roadmaps and Smartsheet creates new rows in the selected sheet. Data fields display in the corresponding columns based on your mapping, ensuring teams have the information they need in the tool they work in.

Let's take a closer look at how to use the new integration:

Send records to Smartsheet

Let's imagine we are planning a product launch, and the project management team that works in Smartsheet is responsible for several key activities. We plan a release in Aha! Roadmaps that includes the activities or features associated with the launch. With the Smartsheet integration already set up, we simply need to select the integration field on the features meant for the project team. This will sync each feature and its mapped data fields to the selected sheet right away.

Use a list report to send multiple records from Aha! Roadmaps to Smartsheet at the same time.

Track progress on work

Over in Smartsheet, the project team can now see the work we shared. Those teammates are free to organize the data by nesting features within their corresponding releases to mirror the hierarchy in Aha! Roadmaps. Now, both the product and project management teams have an accurate, up-to-date view of the work. And updates made in either tool sync bi-directionally, keeping everyone coordinated.

Formatted text from description fields in Aha! Roadmaps will appear as regular text with formatting tags in Smartsheet.

Formatted text from description fields in Aha! Roadmaps will appear as regular text with formatting tags in Smartsheet.

Bring your plans together — even when teams rely on different tools.

Coordinating across tools does not mean you must lose clarity. Besides Smartsheet, Aha! Roadmaps also integrates with tools like Jira, Trello, and Asana. Stay connected where it counts and keep everyone working toward the same goals.

Start a free trial of Aha! Roadmaps

Aha! Roadmaps is the best way to set strategy, prioritize features, and share visual plans. It also includes everything in Aha! Ideas Essentials, Aha! Whiteboards Essentials, and Aha! Knowledge Essentials to provide a complete product management solution. Sign up for a free 30-day trial or join a live demo to see why more than 1 million product builders trust our software to build lovable products and be happy doing it.

Claire George

Claire George

Claire is passionate about helping product development teams learn how to bring their strategy to life. She is the senior director of marketing at Aha! — the world’s #1 product development software. Claire has 25 years of marketing and software experience. Previously, she led product marketing at an agile-based work management platform.

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