Aha! Create | Whiteboards

The first stages of the product development lifecycle are critical to get right. From first drafts of your strategic vision to early designs of new features, you need a place to visualize your thinking. And you need to bring in the rest of your team — so everyone can contribute their best ideas.

Whiteboards in Aha! Create allow you to collaborate with your team on striking visuals that bring early-stage product concepts to life. Start with a blank whiteboard and use intuitive drawing functionality to sketch out new ideas. Add shapes and connectors to build flowcharts and diagrams. Add images to bring additional context to new concepts. This article provides you with details on how to take advantage of the powerful tools whiteboards offer to help you and your team build lovable products.

Click any of the following links to skip ahead:

Whiteboards provide you with infinite space to ideate, sketch, and diagram. As you add objects, your whiteboard will expand to provide even more space for you to use. You can navigate around your whiteboard and between any frames you add by using the navigation toolbar in the bottom-right corner.

  • Scroll around your whiteboard by selecting the Pan button or typing the Space bar.

  • Adjust the Zoom level with the plus and minus buttons or by pressing Ctrl and scrolling.

  • Navigate to a specific frame on your whiteboard by clicking the Zoom % and selecting a frame from the list in your frame navigation.

Scroll through frames quickly by using the Next frame and Previous frame options or by using the > and < keys.

Top

Create a new whiteboard

Click + and select Whiteboard. Your new untitled whiteboard will open automatically. Update the name by editing its Title. The whiteboard will appear in your document hierarchy below whichever note or whiteboard you currently have selected in your list view. You can drag and drop it to change its location.

To create a copy of a whiteboard, right click the whiteboard from the List view and select Copy whiteboard. A copy of the whiteboard will open and will appear in the List view below the the original whiteboard document.

Top

Use the toolbar

The whiteboard toolbar remains static on the left side of your screen, even as you resize your whiteboard. Use it to add objects and text, draw, and build diagrams. Just click an icon from the toolbar to select it or double-click to select and retain a tool for extended use.

Tool

Keyboard shortcut

Options

Function

Pointer

'


Text

T

  • Color, opacity, and border options for the text box

  • Aha! text editor

  • Add text and text boxes to your whiteboard

  • Edit and format text

Shape

S

  • Square

  • Circle

  • Star

  • Badge

  • Image

  • Beveled square

  • Triangle

  • Cylinder

  • Text

  • Diamond

  • Hexagon

  • Cloud

  • and more

Sticky note

N

  • Color and opacity options

  • Text formatting options

  • Capture thoughts and ideas

Connector

C

  • Arrow and line style options

  • Color and opacity options

  • Straight, fluid, or static angle options

  • Add labels to connectors

  • Connect shapes, text boxes, symbols, and other whiteboard objects

Pen


  • Pen or highlighter

  • Sketch out ideas

Frame

F

  • Editable label

  • Color and opacity options

Stamp emoji

E

  • Resize or rotate

  • Stamp approval on whiteboard objects

Image

I

  • Resize or rotate

  • Add an image to provide more context to the contents of your whiteboard

Template


  • Create consistent whiteboard configurations throughout your account


Top

Create diagrams

Diagrams, flowcharts, and decision trees. All are great visual aids to illustrate sequences, processes, structures, and hierarchies. Your Aha! whiteboard tools empower you to build attractive diagrams that are both customizable and easy to construct.

Diagrams are made of objects and connectors. Add objects to your whiteboard. Then join them together using connectors and arrows to show relationships, map processes and user journeys, diagram an organizational structure, or illustrate sequences.

Objects

An object can be a shape, sticky note, uploaded image, text box, emoji, or icon. Most objects have various connection points around their borders to neatly add connectors. Although you can join any objects with connectors, shapes are the most commonly used objects in diagrams and flowcharts.

  • Add a shape by clicking the Shape icon on your toolbar and choosing a shape. Then click and drag it to your desired dimensions.

  • Resize a shape by selecting and dragging its corners.

  • Rotate a shape by selecting the Rotate icon and dragging it to your desired angle.

  • Format a shape using the customization options above it — you can edit the fill color and opacity or the line weight, color, and style.

  • Add text to shapes and sticky notes by double-clicking these objects. Align text you have added by selecting the object and clicking the desired alignment icon.

Connectors

A connector can be an arrow or a line. Connectors can be used to join objects together or on their own as simple arrows and lines.

  • Add a connector by selecting the Connector icon on your toolbar, then click and drag it to your desired length. You can also add a connector directly from a shape by clicking one of the connection points along an object's border.

  • Resize a connector by selecting and dragging its endpoints.

  • Manipulate a connector's angles or curves by clicking and dragging the midpoints on the connector.

  • Connect shapes by selecting the endpoint of a connector and dragging and dropping it to a connection point on an object's border.

Top

Group, align, and reorder objects

Once you have added multiple items to a whiteboard, you can customize your whiteboard's layout by grouping, aligning, and ordering objects. Aligning objects can help you create neater, more visually appealing diagrams, flowcharts, and mind maps. And if you have multiple overlapping objects, select their order to show dimension or illustrate sequences.

Group objects

To group objects, select the area around the objects or hold the Shift key and click them one by one. Then use the Group button to group objects. Use the Ungroup button to reverse your action.

Align and distribute objects

To align objects, select the area around the objects or hold the Shift key and click them one by one. Then use the Align button to align the objects. Use the Distribute button to distribute objects with equal horizontal or vertical spacing.

Reorder objects

If you have placed objects that are on top of one another or overlapping, you can customize their order by selecting an object and clicking the More options button. From here, you can choose to Bring to front or Send to back.

Top

Add image

Select the Image tool on your whiteboard toolbar. Select an image from your computer and click Open. Your image will appear on your whiteboard. From there, you can resize, rotate, or move your image.

Note: Supported file types include .png and .jpg.

Top

Use templates

Your Aha! subscription includes a library of prebuilt whiteboard templates with a range of product uses. These purpose-built templates were designed to support every step of the product development lifecycle. Add as many templates to a whiteboard as you want and organize them with frames to keep your whiteboard neat and easy to navigate.

Add a template to your whiteboard

Select the Template icon on your toolbar. From here, you can use the search bar at the top to find a specific template or select a template category on the left. Click a template to see its description. Click Use template to add the template to your whiteboard.

Top

Organize your whiteboard with frames

You can keep your whiteboard tidy without removing items or moving them to separate documents by adding frames. Use frames to organize your diagrams, templates, and other objects. Frames are very simple to use. Add frames and build diagrams within them or draw a frame around an area to effectively group and move items together.

From your toolbar, select the Frame icon and draw your frame. Then rename your frame by editing its Title field. The label you enter here will be used for the frame navigation in the lower-right corner of your whiteboard.

Note: Your frame will be named by default as Frame and a number, with the first frame being Frame 1 and each sequential frame following the naming convention. Frames will appear in the navigation in the order they were added to your whiteboard.

Top

Share a whiteboard

You can share a personal Whiteboard with a simple link. Once your recipients click the link, they will see your whiteboard in their own Aha! account, where they can view your work or collaborate with you in real time. If they do not have an Aha! account, they will be prompted to sign up for a free Aha! Create account — so they can view notes and whiteboards and create and share documents in a digital notebook of their own.

Note: You can only share personal whiteboards with people outside your Aha! account.

To share a whiteboard:

  1. Open your whiteboard and click the Share button in the upper right corner.

  2. Click Get shareable link.

  3. Share the link with your teammates.

From the same Share menu, you can also choose whether anyone with the link can View only or Edit the note.

The shareable link will expire six days after it is first generated. If you want to share your whiteboard with someone else after the link is expired, you will need to generate a new link. You can disable the link whenever you choose. If you disable the link, anyone who has the link but has not yet accepted access to the whiteboard will not be able to access it.

You can change a viewer's permissions to Edit or View only access by clicking next to their initials in the People who have access section of the Share menu. You can remove access to your whiteboard for any viewer by hovering over their initials and clicking the trash icon that appears.

Top

Collaborate with your team

Whiteboards are built for collaboration. Your team can navigate, edit, and add new details to your whiteboard at the same time. This makes your whiteboard a great place to gather remotely for collaborative sessions. Use one of our prebuilt templates for a team meeting or brainstorming session. Vote on your next move as a team using the stamp emoji. Build out concepts visually together in real-time on collaborative flowcharts and diagrams. When multiple users are editing a whiteboard simultaneously, you will see flags with the users' names showing their activity as they navigate and edit the whiteboard.

You can collaborate with your teammates on whiteboards that have been embedded in notes. Just share the note where your whiteboard is embedded with your teammates.

Top

What else can I do?

If you are subscribed to Aha! Ideas or Aha! Roadmaps, you can promote objects from whiteboards to ideas in your Aha! account. Then you can score, define, and promote work directly to your product roadmap.

Suite overview
Aha! Roadmaps
Aha! Ideas
Aha! Develop
Videos
Announcements