Aha! Roadmaps | Record description templates

The work your team commits to supports your strategic vision — and likely involves significant time and resources. You can use custom record layouts to standardize the fields and tabs on records in your Aha! Roadmaps account, but it often makes sense to include a standard description template as well, so that your team can define them in a consistent way.

You can create record description templates for the following record types:

• Initiatives

• Epics

• Ideas

• Features and activities

• Requirements

To create an initiative description template, use the Initiatives custom workflow. To create a description template for epics, features, or requirements, use the Features/activities custom workflow. Since those record types are often closely related to each other, you may choose to add epic, feature and requirement description templates to the same custom workflow. Or, you may prefer to create one Features/activities workflow for epics, and a separate one for features and requirements.

To add a record description template, create a new custom workflow or open an existing one.

For initiatives and epics:

• Scroll to the bottom of the workflow to the Template section and click Add template. The Create template modal will appear. Use it to create a standard record description for epics or initiatives that use the workflow. Click Save when you are done.

For ideas:

• Scroll to the bottom of the workflow to the Template section and click Add template. The Create template modal will appear. Use it to create a standard idea description for all workspaces that use the workflow. Click Save when you are done. If you want the description template to show in your ideas portal, check the box next to Show in ideas portal on the next screen. If you do not check the box, your description template will appear for users who create ideas from within Aha! Ideas, but not for ideas that are created from your ideas portal.

For features and requirements:

• Scroll to the bottom of the workflow to the Custom types section and click Add type. Name your custom type, then add a description template for features or requirements that use that type.

After you have added the template, every record created in Aha! Roadmaps will see your template’s text in their create modal’s Description field. Records created in other ways — through a CSV import, the starter roadmap, etc. — will not see the record template.

Note: If you do not see the Description field in a record’s create modal, make sure you have added it to that record’s custom layout.