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    • Aha! Roadmaps | Set up your Aha! Roadmaps account

    Aha! Roadmaps | Set up your Aha! Roadmaps account

    Welcome to your Aha! Roadmaps account! In this video, we will walk through the first account customizations you should make to help your new account feel like home: workspace hierarchy, status workflows, scorecards, and record layouts.

    Click below to watch the video or scroll down for more resources.

    Click any of the following links to skip ahead:

    • Enjoy your new Aha! account

    • Learn more

    • Best practices

    • Meet your new team

    Enjoy your new Aha! account

    Do meaningful work faster — at every phase of the product development lifecycle:

    I want to ...

    Try this

    Define workspaces for my product portfolio

    Organize your workspace hierarchy to match the way your organization is structured. Each team will have their own space to deliver against their roadmap — and you can link their contributions to higher-level company goals.

    Model statuses in my Aha! account after the workflow my team uses already

    Customize your status workflow to help work move smoothly through your process.

    Compare potential work objectively — so I can prioritize the most impactful items

    Add an objective score to each item, then rank work on prioritization pages.

    Track business critical information on features

    Create custom fields, then move them to the top half of your features' layout.

    Top

    Learn more

    We took notes on the video — so you do not have to. Click any of these links to learn more about what piqued your interest:

    Settings

    • Account profile

    • Account billing

    • Account customization

    • Workspace

    Workspace hierarchy

    • Workspaces and workspace lines

    Customizations

    • Custom status workflows

    • Introduction to the product value score

    • Custom scorecards

    • Custom fields

    • Custom record layouts

    Ideas portals

    • Introduction to ideas portals

    Account-level integrations

    • Teams

    • Slack

    • Confluence

    • All integrations

    User permissions

    • Administrator user permissions

    • Non-admin user permissions

    Top

    Best practices

    We have helped over a million customers set up their Aha! accounts. Here are a few tips to get you started!

    Workspace hierarchy

    • Start simple — you can always make it more sophisticated.

    • Organize workspaces around what you deliver to your customers.

    Custom status workflows

    • Do not start from scratch. Use the example workflow for each record type as a base — then customize it to fit your needs.

    Custom scorecards

    • Start with the default product value scorecard. Estimate a few features and note where the priority feels off to you. Then adjust the equation's weighting.

    • Trial a brand new scorecard in a demo workspace to make sure it fits your needs. Once it works well, re-create it in your real workspaces.

    Custom layouts

    • Start simple! Add a couple custom fields and run a record through its workflow to make sure that the custom fields help with alignment.

    • Arrange fields within a custom layout with the most important workflow information — location, type, assignee, and status — near the top. Put less actionable fields near the bottom

    Top

    Meet your new team

    Get the most out of your Aha! Roadmaps account with the Aha! Customer Success team. We do not have salespeople here — just product experts who love to discuss best practices and respond very quickly.

    Reach out to:

    • Talk through your workspace hierarchy and make sure you have structured your Aha! account effectively.

    • Discuss status workflows, including fixed workflows with stage gates for things like regulatory or finance approvals.

    • Review your account customizations, and discuss how to push and pull key information through integration mappings.

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