One Place for Your Product Notes and Whiteboards

An image showcasing folder structure in Aha! software

August 24, 2023

One Place for Your Product Notes and Whiteboards

by Claire George

Editor's note: Aha! Notebooks has been split into Aha! Knowledge and Aha! Whiteboards.

Product teams create a lot of documentation. Notes and whiteboards are added daily. This is why having a central space where everyone on the team can access shared documents is key. With Aha! software, you can view, edit, and create documents in one place. Today, we are happy to share two new features for better organization and consolidation.

You can now organize notes and whiteboards into folders in every Aha! product and import documents from Atlassian Confluence — creating a central repository that the entire product development team can access.

Today's update is all about keeping your product documentation well-organized and in one place. Of course, having powerful Notebook functionality built into all Aha! products already puts you a step ahead. You can manage all of your notes and whiteboards in a dedicated workspace — making it easy for the team to capture, share, and collaborate on information.

As you build out your product information hub, establishing a document hierarchy ensures everyone can quickly find what they need. You could already nest notes and whiteboards under a top-level document to group related information. Now you can simply create folders.

You will find this option included in the Add or + menus for creating a new note or whiteboard. Add as many folders and subfolders as you need — giving each a unique name and adjusting the order as you go. Then drag and drop your existing documents into the right folders or add new documents directly within each one.

As part of this update, we also made it possible to import existing documents from Confluence — so you can manage everything in one place. To get started, establish a connection between your Aha! account and Confluence and select which Confluence space you want to import. Your documents will be imported into a dedicated folder in the Notebook section of your workspace and match the original formatting as closely as possible.

Here is how your product development team can level up document management:

Centralize everything

Manage all of your product information in one place. In this example, we wanted to bring all of our internal process documents from Atlassian Confluence into our Aha! Roadmaps account. Once imported, we renamed the folder to "Team processes" and added an emoji for visual emphasis. Now the team can access everything they need in a central location.

Connect to Confluence using your URL, email, and API token. Then choose the specific Confluence space you want to import from.

Organize information

Bring order to your documents. Below, we set up folders for different types of information — like customer calls, release notes, architecture diagrams, and more. Notice how we added sub-folders to further group our meeting agendas by month. Then we adjusted the order of our folders to establish a logical hierarchy.

Drag and drop existing notes and whiteboards into the right folder and quickly add new documents.

Drive stakeholder alignment

Share documents across the team to streamline collaboration. Below, we are hosting a brainstorming session to ideate on a new area of functionality. Having relevant background information on hand — such as customer interviews and user flow diagrams — makes it easy for the team to understand the context so they can provide meaningful suggestions and ensure business agreement. From here, you can easily turn the best concepts into detailed roadmap plans.

Convert text objects on a whiteboard into an initiative, idea, goal, epic, or feature.

Convert text objects on a whiteboard into an initiative, idea, goal, epic, or feature.

Quickly organize and access the information you need to build exceptional products.

Product teams move fast. We hope this update helps you create an environment where you and your teammates can easily share and gain the necessary knowledge to get started quickly and do your best work. Keep an eye out for more enhancements that help you collaborate better and accomplish your bold ideas.

Start a free trial today

Our suite of product development tools works seamlessly together to help teams turn raw concepts into valuable new capabilities — for customers and the business. Set strategy, crowdsource ideas, spark creativity, prioritize features, share roadmaps, manage releases, and plan development. Sign up for a free 30-day trial or join a live demo to see why more than 700,000 product builders trust our software to build lovable products and be happy doing it.

Aha! is a trademark of Aha! Labs Inc. All other company and product names may be trademarks of the respective companies with which they are associated.

Claire George

Claire George

Claire is passionate about helping product development teams learn how to bring their strategy to life. She is the director of product marketing at Aha! — the world’s #1 product development software. Claire has 20 years of marketing and software experience. Previously, she led product marketing at an agile-based work management platform.

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