Ambitious plans and focused collaboration both tend to generate lots of information. Many Aha! Roadmaps users have multiple workspaces in their account, with thousands of different records. We have designed searching in Aha! Roadmaps to help you sort through all that data and find the exact record you need — fast.
Click any of the following links to skip ahead:
Search your account
To search through your Aha! account, click the search icon in the top-right of your screen or type the / key to open the search modal with a keyboard shortcuts. It will display the last 20 records you viewed. If one of these is the record you were looking for, click it to close the search modal and open the record's drawer.
Don't see what you're looking for? Start typing to search through your Aha! account. Search by record name, ID, related text, or user's name, or use search syntax to perform an advanced search.
As you type, your Aha! account will generate search results, and the Filter by bar will appear on the right side of the modal. Use it to filter your results by Record type or by Workspace.
Search syntax
Search in Aha! Roadmaps supports the following syntax. Use these options to help optimize your search.
Prefix search
Appending an asterisk (*) to a word will search for all words that include the prefix. This allows for distinguishing between exact match versus prefix match results.
For example:
Query |
Result |
author* |
Records containing "author," "authorize," "authorization," "authority," etc. |
APP-12 |
Records that match APP-12 only, and not "APP-121," "APP-122," "APP-1231," etc. |
Combining words
Boolean operators for combining words allow you more control over the outcome of the search results. Boolean operators include AND, OR, and NOT and can be combined with parentheses.
For example:
Query |
Result |
dashboard OR report |
Records containing a reference to either "dashboard" or "report" |
dashboard AND report |
Records containing a reference to both "dashboard" and "report" |
dashboard NOT report |
Records containing a reference "dashboard" but do not contain "report" |
(dashboard OR report) editor |
Records containing a reference to either "dashboard" or "report," but must also contain a reference to "editor" |
Boolean operators must be in all capital letters.
User mentions
Use @mentions in your search queries to include Aha! Roadmaps users.
For example:
Query |
Result |
@fred |
Records where Fred is the user's name |
Phrase queries
Use quotation marks to search for an exact phrase match.
For example:
Query |
Result |
"Q4 2019 Marketing activities roadmap" |
Records that include the exact phrase "Q4 2019 Marketing activities roadmap" |
AI-powered search
Enable AI-powered base search to type natural-language questions and get relevant results instantly. In addition to traditional search, ask questions like "What features did we ship last month?" or, "What releases are scheduled for next quarter?" The AI assistant sorts through all your product data and provides an easy-to-scan list of relevant records.
Your Aha! account content is not used to train AI models.
AI-powered search is enabled in your Aha! account by default. Administrators with customizations permissions can enable or disable it by navigating to Settings ⚙️ -> Account -> Security and single sign-on -> AI Control.
When a user in your Aha! account types a query, the AI assistant analyzes their query's length, keywords, and semantic structure to determine the type of search results they might be looking for. For example, searches using interrogative pronouns like "how" and "what" that are phrased like a question are likely to return an AI chat section, and single-word queries are more likely to return traditional search results.
If AI search determines that a summary will be useful, it will return both traditional search results and an AI chat section. Visitors can expand the chat section to read more and ask followup questions to narrow in on the specific information they need.
Currently, you can use these parameters to filter AI search results:
Assignee
Workspace
Created date
Start date
Due date
Status category
Status
Last status change date
To see the difference, try searching your Aha! account for an idea's name. Then search for "Find ideas created this month that need review." Both search queries will return traditional results, but the longer query will also return the AI chat section and allow you to ask a follow-up question.
Search features board
On the Features → Board and Activities → Board pages, there is a search bar that filters the records displayed on the page.
Use this search bar to start searching through all the features or activities in your backlog or in your active releases and schedules. As you type, you will see your board auto-filter to records that include your search term in their Name, ID, or any fields displayed on the cards.
This search applies to any information visible on the board, not any information in the features, activities, or epics themselves.
You can always click the search icon in the top-right of your screen or type the / key to open the search modal you use throughout other Aha! Roadmaps pages. Notice that when you search on this page, the search modal has an extra tab. In addition to Recent (showing records you have recently viewed) and Account (showing records in your account that match your search term and filters), you will see the Features board or Activities board tabs. These tabs search through the records displayed on your Features → Board and Activities → Board pages.
Search notes
Aha! workspaces and teams often have a significant number of notes. Whenever you search through team or workspace notes, the search modal has an extra tab to help streamline the search process.
The notes page has always had a search bar in the upper-right corner to help you search through your notes. When you use the Aha! search modal on this page, you will see the Notes tab in addition to the Recent and Account tabs. Select this tab to limit your search to just the notes in your currently selected workspace or team.
Ideas portal searches
When you search within an ideas portal, you use the same search engine that you use in the Aha! Roadmaps application. Ideas portal searches will search ideas' reference numbers, names, descriptions, and visible custom fields.