Aha! Roadmaps | Promote ideas directly to your roadmap

You can add the best ideas directly to your roadmap by promoting them to initiatives, epics, releases, features, or requirements. When you do this, you create a link between the new record and the original idea. This makes it easy to bring ideas into your roadmap and track status through to delivery.

From the promoted record's Research tab:

• You can see a link to the original idea (or ideas) and its votes — so anyone who works on the record can track the idea's popularity.

• If you are an Aha! Ideas Advanced plan customer, you can also see the number of individual organizations who have votes for each idea.

On the idea record in your workspace:

• Users in your Aha! account can see which record (or records) an idea was promoted to, along with a direct link to the idea. With a click they can examine details and progress on the promoted record.

On the idea in the ideas portal:

• Everyone who subscribed to or voted on the idea gets notified. When the record ships, everyone is notified again — so you no longer need to remember who was most passionate about the work your team completes.

• You can also choose to include fields from the promoted records right on the idea in the ideas portal, so they have even more information about how you are making progress on their feedback. Add any of the following fields to the Ideas portal — Ideas view custom layout:

  • Promoted record name

  • Promoted record status

  • Promoted release name Note: This will display once the idea ships.

  • Promoted release date Note: This will display once the idea ships.

• Finally, you can show internal fields from the idea in your Aha! account on the ideas portal. This gives ideas portal users a window into how your team manages ideas internally, without displaying proprietary information that needs to stay private:

  • Assigned to

  • Tags Note: This will display all internal tags on the idea.

  • Product value score

• Control where to display promoted record or internal idea fields in your Layout Forms portal settings.

You can promote ideas to any record in a workspace where you have the appropriate user permissions. Only ideas promoted to another record will be automatically updated as the record moves through its status workflow. Ideas you link from a record's Research tab will display votes and organizations, but not automatically change their status.

When you are ready to promote an idea to your roadmap, click the Promote dropdown and choose the appropriate record type — initiative, epic, feature, or requirement. In each case, you can choose to create a new record, or link it to an existing record (especially useful if one existing record will resolve multiple ideas). Click Promote or Link to promote or link your idea.

Note: Requirements require parent features. So while you can create a new requirement from the Promote dropdown, the feature it lives under needs to already exist.