We have initiatives with child initiatives and those child initiatives contain releases, epics and features. The child initiatives are in a separate workspace line from the parent initiatives. The Strategy>Initiatives>Roadmap view works fine...

What is the challenge? Customers replicating Aha! data into external systems need efficient ways to identify created, updated, and deleted records. Some entities do not consistently support capabilities such as: Account-level updated_since...

What is the challenge? In workflows with fixed transitions, sometimes we want to move to gate transitions usings approvals, but sometimes we want to trigger the transition using automations based on a required field. In order to accomplish this be...

What is the challenge? When creating a Now Next Later roadmap, I must select a date field and a timeframe. What is the impact? I'm not able to create a Now Next Later roadmap that's not tied to dates. I could do this in a whiteboard but I ...

What is the challenge? In Aha! Discovery, the Contact groups field does not support clean reporting on the members of a single group. When a report is filtered by a contact group, it correctly returns contacts in that group. However, it also displ...

What is the challenge? When an idea contains multiple distinct requests, promoting it a second time replaces the existing promoted record link rather than adding a new one. There's no way to link a single idea to two separately promoted records si...

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.

What is the challenge? There currently is not a way to get the promoted record's assigned user to match the assigned user on the originating idea What is the impact? Assigned users must be manually updated Describe your idea. Either provide a se...

Gitlab is an important integration, but still not covered by the new 2.0 integrations

What is the challenge? Currently when you embed a PDF file within a note it appears in line with the text of a note. Only the text title of the file is discoverable/searchable within a search Within a knowledge base, if a note includes an embe...