Aha! Roadmaps | My work

Aha! Roadmaps helps you set brilliant strategy, capture ideas, prioritize features, and create visual roadmaps. You can also assign work, set due dates, and manage your own tasks so you and the team stay on schedule.

The My work page gives you a view of all the work assigned to you, with a dropdown on to-dos, initiatives, features, and ideas pages to show you work assigned to other users in your Aha! Roadmaps account. From this page, you can also view and create personal notes and whiteboards.

Because so many users use the My work page to organize their work, it is a common choice for a personal home page. You can set your personal home page in Settings ⚙️ Personal Home page.

Click any of the following links to skip ahead:

• Access the My work page

• Notifications

• Meetings

• To-dos

• Records

  • Initiatives

  • Releases / Schedules

  • Features / Activities

  • Ideas

• Documents

Access the My work page

To find your My work page, hover over your profile picture at the top right of the navigation bar and then click My work. You can also use the workspace selector in the top left of your screen to navigate to My work.

Your My work page provides you with an easy way to access all records assigned to you, your personal to-dos, and your personal documents. While you can access any personal document or to-do assigned to you from the left side navigation, all the documents and to-dos on your My work page are associated with a specific date. When you access your My work page, you will see today's date pre-selected at the top of the page. Use the dropdown next to the date to view to-dos and documents related to a past or future date.

Your experience of the My work page depends on your Aha! Roadmaps user permissions. Workspace owners and contributors can manage all record types from the My work page. Reviewers and viewers can manage features and to-dos, since other record types cannot be assigned to them, though the two user permission levels approach features and to-dos differently.

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Notifications

View notifications for updates to any record you are watching or participating in so you can stay updated on important changes. You will see an orange dot next to Notifications whenever you have unread updates. From the Notifications page, you can read, filter, and manage your notifications:

• Select the star icon to add a notification to your Favorites list. This is a useful way to mark notifications for later action.

• Use the workspace and record type filters at top of the page to quickly narrow in on updates that matter to you most.

• Once you have viewed a notification, mark it as read.

• You can also click the Mark all read button at the top of the page to easily clear all unread notifications.

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Meetings

See all meetings where you are added as an attendee.

• Use filters to switch between Upcoming and Past meetings.

• Filter for Workspace or meeting Owner.

• Click a meeting to open its details and edit its agenda, add attendees, and view attached to-dos.

• Navigate to video conferencing links directly from your Meetings page.

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To-dos

Manage your checklist of to-dos and filter them by time frame to see what needs to be done and when. You can see to-dos assigned to you as well as to-dos associated with records you have permission to see, or work requests (Enterprise+) assigned to users in your workspace. You can also see the status of tasks you have assigned to others and create new ones. This helps you manage cross-functional deliverables and keep your plans on track.

Personal to-dos from the My work page can be synced with calendar applications like Apple Calendar, Google Calendar, and Microsoft Outlook Calendar.

Records

The Records view is a summary view of all the features, to-dos, initiatives, releases, and ideas assigned to you, sorted by date. Use this view to scan the work you are responsible for, along with your work's status. You can also create Aha! Roadmaps records here, including personal to-dos.

To focus on a particular record type, you can either collapse other record types on the All work view, or click one of the specific record type views on the left side of the page.

Initiatives

Initiatives are high-level efforts that help you achieve your strategic goals. You can link releases, epics, and features to initiatives to track the work that contributes to them — but you can also track the initiative itself.

If you are assigned to an initiative, you will see it on your My work page.

Click Initiatives to view a table of your initiatives, providing you with the Workspace, Time frame, Status and Start and End dates for each initiative.

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Releases / Schedules

Monitor the progress of your releases and schedules — including the number of epics, features, and requirements that need to be delivered and the percent complete. You can view this information by team member or by workflow status. This allows you to understand if the release is on track and where help might be needed.

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Features / Activities

Your assigned features and activities are grouped by release and are sorted by their feature rank, with the highest priority feature (as determined by its order on the feature board) at the top. Select any record to drill into the details and make updates. The features section also includes information on epics, features, and requirements.

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Ideas

View a quick list of all ideas assigned to you as well as information on the idea status and number of votes.

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Documents

The My documents section is home to all of your personal documents. You can use personal notes and whiteboards for anything — ideas you do not want to forget, meetings you need to prepare for, plans that are not yet ready to share with the rest of your team — even process changes or potential user flows you have been thinking about.

Once created, you can organize your notes just as you would workspace or team notes and add them to an Aha! Roadmaps presentation. If you want to move your note or whiteboard to a workspace, click the More options button in the top-right corner of the note and select Move note.

You will find personal documents that colleagues have shared with you in the Shared with me section directly below your personal documents. You will only find document here that you have previously opened.

If a colleague shared a link to a document with you and the link expired before you opened it, you will need a new link to view it.

Share personal notes and whiteboards

Personal notes and whiteboards are private to you — but if you want to share individual documents you can. Sharing doesn't give people access to your other personal notes. They will access their own version of the note from their My Work page or from their guest account. Just open the document and click the blue Share button in the top right corner of your screen to get a shareable link. Then provide the link to the people you want to collaborate with.

Anyone with the shareable link will be able to view the note or whiteboard you have shared with them — even if they are not part of your Aha! account. Anyone who is not an Aha! user will be prompted to guest account so they can view the document you have shared.

Restrict access and editing

You can control who can view and edit your documents from the Share menu. Only you can change permissions or restrict access to your documents.

Remove access

Hover over a user's initials from the Share menu and click the trash icon to remove their access to a note. Click Disable link from the Share menu to block access to the note for anyone who has not yet accessed it.

Restrict editing

From the Share menu, select Edit or View only to determine the default editing permission for anyone who accesses your note from a sharable link.

You can restrict editing for an individual by selecting View only next to their name in the list of people with Guest access in the Share menu.

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