You can also assign to-dos to yourself (though Aha! Roadmaps will not notify you in that case).
When you create and assign a to-do, or add or remove to-do assignees, the relevant users receive an email and a notification from Aha! Roadmaps with a link back to the relevant record. Click the + button in the upper righthand corner of your screen to create a private to-do. To-dos do not have to be attached to an Aha! Roadmaps record. Note: If used as part of a fixed workflow, approval to-dos will appear automatically in the Workflow approvals section of a record. Click Save to create your to-do, or click Click here to add another to create multiple to-dos. Click the (+) button, select the to-do type, then fill out the to-do. You can create either type of to-do from the To-dos section of a record, including requirements attached to features and activities. Once that work has been created, Aha! Roadmaps creates record links automatically between the work items that you can visualize in many reports and roadmaps. If a user accepts a work request, they then create a work item - such as an initiative, epic, or feature - to define and track the work. Work requests are assigned to workspaces, not individuals, and any owner or contributor (or, if you choose member of a workspace-level custom user permissions role) can resolve the work request. Work requests, available to Enterprise+ customers, are a way to assign work requests to other teams and automatically track progress. They can be configured as part of a workflow approval gate in your status workflow, where they are assigned to a workflow approval group. Users can choose to Approve, Approve with changes, or Reject an approval to-do. Assignees mark the to-do complete when they have completed the task.Īpproval to-dos function like to-dos with two key differences: To-dos have a Name, Description, Assignee, and Due date. You can add to-dos to most record types and screens in your Aha! Roadmaps account.Ĭlick any of the following links to skip ahead:
To-dos are a powerful way for you and your team to manage tasks that need to be completed.
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