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Use case best practices class

GOAL: Share best practices accumulated across Aha!'s years of helping customers be successful | CLASS MATERIAL IDEAS: Common use cases, Common methodologies, Common roles, Project / program management.

Julie Price about 3 years ago in Training 1 Will not implement

31 VOTE

Customize My work for my workflow

I need the ability to configure My work for my use case. The page is often cluttered with elements that we may never use. Here are a few of the challenges we've run into: Customize My work by persona Customize for novice users. Imagine a cleaner i...

Nathaniel Collum over 1 year ago in My work 0 Future consideration

4 VOTE

Send delivery risk notification when records are automatically flagged

What is the challenge? In Aha! you can set up delivery risks for a variety of different criteria however there is no notification system if a record is flagged for one of these predefined risks. The only notifications are sent if a record is manua...

Justin Waldorf 3 months ago in Comments / Notifications 0 Future consideration

24 VOTE

Access retrospective data in reporting

The release retrospective report provides many useful data points. I would like to pull this information into reports so I can, e.g., view more information about records that were removed from a release.

Jeff Tucker about 1 year ago in Reports 0 Future consideration

3 VOTE

Allow Objectives and Key Results to be inherited from parent object (Release/Epic/Feature)

What is the challenge? When I set a Release's or EPic's Key Result I need to be able to automate or set a condition that all children are set to the same Objective and Key Result What is the impact? Without this ability Objectives/ Key Results hav...

James L about 2 months ago in Strategy 1 Future consideration

16 VOTE

Merge Ideas Portal Users

Who would benefit? Portal Administrators and Community What impact would it make? This would allow portal admins to ensure users are only able to vote once per idea rather than multiple times by registering more than one email address and/or corre...

David W 10 months ago in User management 2 Future consideration

3 VOTE

Trigger automations from an automated delivery risk flag

What is the challenge? When an automated delivery risk is flagged, I want to then enact an automation to trigger notifications and todos to key team members to address the risk. Today, automations only support the manual delivery risk flag. What i...

Max Robbins about 2 months ago in Features 0 Future consideration

7 VOTE

Add summary to themes created from AI exploration for ideas

What is the challenge? Today, AI is used to create themes based on ideas. Once that generates we would need to review ideas individually or move into a list report to explore further. It would be interesting if we could include a summary of the re...

Kristina Gass 4 months ago in Ideas 0 Future consideration

110 VOTE

Integration with HubSpot CRM

Our Sales and Support teams use HubSpot CRM for all of their daily operations. I would love to have the same two-way sync that is provided for Salesforce within HubSpot. Essentially, the ability to associate contacts to ideas within HubSpot

Guest over 5 years ago in Ideas / Integrations 18 Future consideration

3 VOTE

Custom notification filters

What is the challenge? I get a lot of notifications and not all of them are relevant. What is the impact? I can easily miss notifications. Describe your idea We have predefined filters today by workspace and record type. Allow users to create thei...

Nathaniel Collum about 2 months ago in Comments / Notifications 0 Future consideration

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