Aha! Roadmaps | Create saved views

While almost any page in Aha! Roadmaps can be represented with a view, some views can be managed from the reports overview and shared externally as a webpage.

Reports and roadmaps need to be saved as views before they can be shared; records like notes do not.

The following pages can be saved as views:

• Calendar

• Chart

• Custom roadmap

• Dependency report

• Diagram report

• Epics roadmap

• Features prioritization

• Features roadmap

• Features workflow

• Gantt chart

• Release retrospective

• Hierarchy report

• Ideas chart

• Ideas prioritization

• Initiatives workflow

• List table

• Now, Next, Later roadmap

• Pivot table

• Portfolio roadmap

• Starter roadmap

• Strategy roadmap

• Workspace notes

The View linked records icon only appears in your Aha! Roadmaps account view, not in presentations or shared webpages.

To create a new saved view for reports and roadmaps:

1. Choose a page that you want to save as a view from the above list. Note: To create a view based on a page that is not mentioned on the above list (for example, on strategy pages or the features board), you can add a view to an Aha! Roadmaps presentation slide.

2. Configure the page to meet your needs. Then click Save view. If you are on an existing view, click Save as to save a new copy of the view.

3. Add a Name. Typically, it is best to choose a unique name so you can quickly identify it later.

4. Choose which workspace(s) you want to Share internally with. Users with permissions to access the workspace(s) you select will be able to access your view — though your view will be filtered to the current viewing user's workspace permissions.

5. Set the Save in value by choosing a folder where you would like to save the view. Folders can be created and managed on the reports overview.

6. Set the Editing permissions. You have two options for editing permissions.

• View only: Users you have shared the view with will be able to see the view but only you and administrators will be able to edit the view.

• View and edit: Anyone you have shared the view with will be able to view and edit regardless of their product-level permissions.

Click Save view.

You can always change the settings of your saved view from the report drawer view, which can be accessed two ways:

• From the reports overview page, find the report you wish to change, then click the More options button and select View details.

• From the report itself by selecting Views Edit view details.

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