Account settings

Currently workspaces can only be archived. They cannot be instantly deleted. This is a great safeguard to prevent real workspaces from actually being deleted. However it causes problems when you accidentally create a workspace as a line, or vice v...

What is the challenge? When duplicating a workflow, Aha! doesn't copy across the template text or the status custom field layout to be used (Enterprise+ only) to the new workflow What is the impact? The new workflows aren't exact copies of...

What is the challenge? Currently, time frames are text only choices, there is no respective date range, therefore, you cannot effectively utilize time frame for reporting when you want to sort in a particular order or pull all initiatives, goals...

What is the challenge? As part of ongoing data quality we are unable to easily find records that are actively being worked, but assigned to someone who is now inactive. The volume of deactivations is infeasible for the administrator team to mana...

What is the challenge? When layouts are changed and fields are added or removed an event is logged under the account settings > activity area, but the events are not clearly labeled. What is the impact? Able to see a change has been ...

What is the challenge? When you have multiple approvers depending on different conditions everyone received the same message What is the impact? Multiple users receive approval requests that might not apply to them. It causes confusion and...

What is the challenge? Multiple custom roles have been created over time, and users have been linked to different custom roles, so there is no consistency. The goal is to standardize on one custom role that applies for all users. There are thous...

What is the challenge? If one product line (parent workspace) wants to implement Delivery Risks, we would need to individually go through the settings on each child workspace to configure. What is the impact? It is very time consuming for large pr...

When working with Aha! customers, one part that slows down users as they set up their account is figuring out how to navigate through to the page they need. Let's say I am helping a customer add a custom layout and statuses to their ideas and idea...

For instance to indicate which budget holder / budget code a user is linked to.