With Product Hierarchy, you can decide how items relate to each other across your workspaces. Link parent and child items, select how everything maps together, and plan every level of your product development process.
In this article you will go over:
Create and visualize your own custom product hierarchy
Product management is about operating on different levels: from your roadmap to your backlog and tasks. All of these require different processes and workflows. With airfocus you can manage all of this according to your unique needs and visualize how everything connects together.
Organize your product - your way
With workspaces, product teams have the ability to create custom views, fields, and workflows for each hierarchy level. This provides endless possibilities for how things are connected and interact with each other.
How to do it
If you haven't yet chosen an item type for your existing workspace, go to the General tab under Workspace settings and define the item type that will exist in that workspace.
⚠️ You do not need to define an item type in order to use hierarchy, but it is advised.
A common hierarchy and item type setup might look like this:
A parent workspace is that which sits above another workspace. For example, initiatives on your roadmap.
A child workspace is that which sits below another workspace. For example, opportunities on your product backlog.
A workspace can be both a parent and a child at the same time if they sit in the middle of two workspaces, connecting your hierarchy across multiple levels.
In this example, we are setting up our product hierarchy to link initiatives on our roadmaps, opportunities on our backlog, and tasks on our task list.
With the item types defined, we can select our parent workspace (portfolio roadmap) from the current workspace where opportunities exist.
By enabling "Allow hierarchy relations within this workspace", you will be able to set up parent and child items from within the same workspace. Keep in mind, that the recommended setup is to keep hierarchy levels in separate workspaces, though.
Once we’ve set up our hierarchy, we can add and remove parent and child items from the item panel. If you have access to all workspaces, you can access the parent or child items from within the item panel. This will bring you to the linked item in a new tab.
If multiple parents or children workspaces exist above or below the current item OR if they are linked to items in workspaces without item types defined, they will be displayed as "parents" and "children" on the item panel.
Visualizing product hierarchy
In order to view all connected child items, you must enable the "Child items" toggle under Display options:
On the board view:
On the timeline view:
When an item has child or parent items, the hierarchy icon will be displayed.
Get details by hovering over the item:
On the table view:
Parent items as swimlanes
You can even set your parent items as swimlanes of your views by setting it up in your display options (temporary solution) or in the default display options (default setup for your view).
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