If multiple workspaces are present, then the release date is still used and records will appear in release date order.įeatures and epics will be ordered based on the order defined on the Features → Board.
If multiple releases are shown on the workflow board, records in earlier releases will appear first, and within a release group that is based on the record rank. Initiatives will be ordered based on the order defined on the Strategy → Initiatives page. Records on the workflow board are ordered based on their respective rankings by default: Hover over the filters bar and click the Add filters + icon to add basic filters quickly, or click the Edit filters icon to add advanced filters to your board. Just like most reports and boards in Aha! Roadmaps, you can use filters on your workflow board to focus on the exact users, workspaces, or releases that you want to analyze. Show work per user: This setting shows capacity metrics to the right of the user’s name and is the sum of all epic, feature, or requirement estimates assigned to each user.Ĭlick the Save view button on the right to save your view. Work done: This is the sum of the work that has been logged using the Log time button (across all records in each column). Work remaining: This is the sum of the work estimates minus the work done (across all records in each column). Work estimate: This is the sum of the work estimates within each column. If you have checked any of those three boxes, you can also check the Show work per user box to display the same information for each user's row as well as each status's column. If you have enabled capacity planning for individuals for your workspace, use the Capacity planning checkboxes to Show work estimated, remaining, or done. Select the statuses you want to show on your workflow board. The Statuses dropdown includes every status in the workflow for your record type. Choose Assignee to group cards in swimlanes by individual team member or select None to group cards without swimlanes.Ĭards are displayed in status columns. Use the Group by dropdown to control how you want to display cards on the workflow board. The changes you make here will affect the Features → Workflow page, but not the Features → Board page, so you can customize record cards differently for each page if you prefer. Drag the field(s) you want to include in the cards from the list on the left to the example card on the right. The Customize cards option will allow you to customize the layout for Features, Epics, or Requirements in either Expanded or Collapsed views. Use the Card size buttons to toggle between Big or Small cards.Ĭustomize the view of your workflow board by clicking the Customize view dropdown. Use the Record type dropdown to select whether you want Features, Epics, or Requirements to display on your workflow board. At the top of the workflow board, you will find a variety of settings and filters to help you make this board an insightful representation of your team's workflow. This kanban board is yours, so we have made it highly customizable. The record type dropdown in the upper left allows you to switch between the different types of records. You now have an agile board to view the status of all of your epics, features, and requirements. Once enabled, you will see the new option under Features → Workflow. You will need owner user permissions to see these settings. Check the box under Features for Workflow to enable the board for kanban or scrum work. To do this, navigate to Settings ⚙️ → Workspace → Navigation. The workflow board for epics, features, and requirements needs to be enabled on a workspace-by-workspace basis. The initiatives workflow board is available in Strategy → Initiatives. Workflow boards are available for every Aha! Roadmaps account. The Features workflow board has a few settings that the Initiatives workflow board does not, so we're going to focus there in this article. You can create one for the following record types: In Aha! Roadmaps, this is called a workflow board. A common board gets everyone on the same page to visualize resourcing, evaluate project statuses, and manage collaborative work. Many teams use a shared kanban board to improve visibility and increase the flow of work.
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