Just Launched! — Instantly Share Notes as Secure Webpages With Your Team
June 10, 2020

Just Launched! — Instantly Share Notes as Secure Webpages With Your Team

by Claire George

Meeting agendas. Customer interviews. Sprint retrospectives. These are just a few types of information teams need to capture and share. This is why we created special note templates for these content types. But sometimes you need to share notes with teammates who are not yet using Aha! — folks in sales, support, partners, and even customers. Now you can.

Now you can quickly generate a link to a note and share it as an external webpage with just one click.

Notes are a simple yet powerful way to document information. You can create and edit content collaboratively, as well as add comments, @mentions, and to-dos for teammates to weigh in. Notes are available at every level of your workspace hierarchy, so teams can easily organize and share knowledge.

For new customers, the ability to share notes is the default setting. Existing customers can enable the share as webpage option for saved views and notes in account settings (if it is not already enabled for sharing views). There is also a new external sharing section where administrators can see all calendars, webpages, and presentations that are shared externally.

Once sharing is enabled, anyone in your account can share a note as a webpage. This update applies to notes created at the workspace level only, not personal notes. (You can always convert personal notes into workspace notes if you need to.)

Ready to get started? Here is how you can share notes with anyone:

Add content

Create a note in your workspace and add whatever information is important to you and your team. Choose from six prebuilt templates to get started or build a note from scratch. Be sure to take advantage of all the text editor options — add a table, attach a mockup, and link to other Aha! records. In the example below, we used the customer interview template to capture insights from a user.

Comments and to-dos added in Aha! will not be shown in the external webpage view.

Comments and to-dos added in Aha! will not be shown in the external webpage view.

When you are done adding content, select the new option to share as a webpage. Enabling sharing here will generate a secure link. Uncheck the box to make the link inaccessible if you no longer want it shared. You can always check the box again and generate a new unique link to send out.

To embed a shared view into another webpage, copy the embed link.

Share your note

The information on the shared webpage will update automatically as you make changes to the note. Here is an example of a customer interview note — we custom branded it with a company logo.

You know the cliché — sharing is caring. Go ahead and start bringing people even closer to your work.

Documenting information is critical to keeping everyone moving together to achieve your strategic plans. Now it is as simple as sending out a link. What other improvements to notes would you like to see in the future?

Sign up for a free Aha! trial — be happy

Notes are available to all Aha! customers. If you are not already an Aha! customer, you may want to sign up for a free 30-day trial or join a live demo to see why more than 300,000 users trust Aha! to build lovable products.

Claire George

About Claire George

Claire is passionate about helping product and marketing managers set brilliant strategy and deliver results. She is the Group Manager, Product Marketing at Aha! — the world’s #1 roadmap software. Claire has more than 15 years of marketing and software experience. Previously, she led product marketing at an agile-based work management platform.

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