Aha! Roadmaps | Turn saved views into workspace defaults

The best saved views drive consistency across your team — or your entire organization. Workspace owners can set default views at the workspace or workspace line levels, so that everyone is using the agreed upon standard. To set defaults more broadly, you can set them at the workspace line level, so that child workspaces can inherit the defaults.

You can create default views for the following pages in Aha! Roadmaps:

• Releases

  • Gantt

  • Calendar

• Ideas

  • Ideas prioritization

• Features

  • Features prioritization

  • Features workflow

• Roadmaps

  • Starter

  • Features

  • Now, Next, Later

  • Strategy

  • Portfolio

  • Custom

• Analytics

  • List report

  • Pivot table

  • Chart

  • Capacity report

  • Dependency report

  • Hierarchy report

To set a default view, Save one of the pages above. Then navigate to Settings ⚙️ Workspace Default views and configure your new default.

A user will see your default view if they do not already have a working copy of a view on that page, or if they click Views Reset to default view. They can then modify their copy of the default view to make it their own.

If you update your default view and Save it again, that update will be reflected for anyone who views the default.

If you plan on using default views across workspaces, make sure that workspace statuses are consistent so that the default view shows useful information for everyone. The workspace settings report can help you align statuses across workspaces.

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