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Aha! record map template

Determine workspace hierarchy and relationships between work items in your Aha! account

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About the Aha! record map template

Link strategy to work and see how all the pieces fit together. This is one of the biggest benefits of Aha! software. By setting up a well-defined workspace hierarchy and linking strategy to work, you can easily view the strategic value each product, release, and feature delivers. All of this can be achieved without spending hours duplicating data and manipulating spreadsheets.

The Aha! record map is a powerful way to visualize your account hierarchy and view relationships across goals, initiatives, releases, and features. It is helpful when setting up your Aha! account or any time you need to onboard a new Aha! user.

You have great flexibility in how you set up your Aha! account — so consider how your organization approaches work. You might want several workspaces grouped into parent lines to represent products, divisions, or teams. Or you may want to start with just one workspace. Either way, it is important to think though what will make the most sense for your company.

How to use the aha! record map template

Here's a primer to get started:

  1. Determine your hierarchy Map your product hierarchy to match your organization's structure. Clearly organize the levels of your product structure to illustrate relationships between products and teams.

  2. Identify record connections Help teams understand how data is connected across the hierarchy. Use connectors between records to link strategy across levels, show parent-child relationships, and denote important workflows.

  3. Gain stakeholder alignment Set up the team for success before you build out all of the data in your Aha! account. Collaborate with stakeholders to review the record map, ensuring alignment on the proposed structure and relationships.

  4. Facilitate training and adoption Share the record map with Aha! users in your organization. Make it easily accessible via an internal wiki to foster widespread adoption of the data and hierarchy standards.

FAQs about the Aha! record map template

Why is the Aha! record map important?

The Aha! record map template provides product builders with a clear view of how their Aha! account is set up. Use the template to establish a workspace hierarchy, standardize terminology, and clarify relationships between types of work. This is particularly useful when you are configuring your Aha! account or onboarding new users.

Who is the Aha! record map template for?

Even though the Aha! record map template is designed primarily for product managers, it also provides clarity and alignment for stakeholders in marketing, sales, engineering, and more. Use the template as a tool to align the team around a shared way of working in Aha! software.

How does the Aha! record map support a strategic approach to product development?

The Aha! record map template helps you sketch out your "red thread" of strategy: in other words, how your overall goals and initiatives link to day-to-day work. This gives everyone a clear understanding of how your Aha! account is structured as well as a consistent way to approach product-building work.

Is this template free to use?

Yes. To use this Aha! record map template, sign up for a free 30-day trial of Aha! Whiteboards. (You can also try this template in Aha! Roadmaps if you need a complete product management solution.) Easily customize the template to suit your needs, then share it with as many people as you want (for free) to streamline collaboration.

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Start using the aha! record map template now