Explore  

Aha! Ideas | Text editor

You probably spend more time in the Aha! Ideas text editor than anywhere else in the application. The text editor is where you fill in a description for an idea, craft empathy sessions, collaborate on ideas through public and private comments, and assign to-dos and approvals.

In this article, we will walk you through some of the key features of the text editor. If you are already familiar with the text editor and want to focus on using it more efficiently, you might be interested in text editor shortcuts.

Click any of the following links to skip ahead:

The text editor toolbar

If you are new to the Aha! text editor, let's start with a tour of the toolbar at the top.

The toolbar adjusts to fit the width of your screen. So if you view Aha! records on different screens — or view the same record in its details or drawer view — the toolbar might look slightly different for you.

In this table, we will walk you through the text editor toolbar in its expanded form. View an Aha! record in its detail view to follow along.

Icon

Name

Options

Function

Formatting

  • Paragraph

  • Heading 1

  • Heading 2

  • Heading 3

  • Heading 4

  • Heading 5

  • Heading 6

  • Preformatted

  • Quote

Format your selected text into paragraphs, headers, preformatted code blocks, or pull quotes.

Bold


Bold your text

Italics


Italicize your text

Underline


Underline your text.

Font styling

  • Strikethrough

  • Code snippet

  • Text color

  • Text highlight

  • Font

  • Font size

  • Clear styling

Style text or clear styling.

Alignment

  • Left align

  • Center align

  • Right align

  • Justify

  • Indent

  • Outdent

  • Line height

    • Single

    • 1.15

    • 1.3

    • 1.5

    • Double

  • Align your text

  • Adjust line height

List

  • Bulleted list

  • Numbered list

  • Checkboxes

Insert a list.

More menu

  • Media

  • Hyperlink

  • Table

  • Whiteboard

  • Table of contents

  • Label

  • Divider line

  • Callout box

Draft with AI

  • Draft content with AI

  • Improve existing content

Create new content and improve existing content with the assistance of AI.

History


View a history of all changes made to your text editor.

Comment

  • Show comments

  • Hide comments

You and your team can comment inline on the text editor. Choose whether to show or hide those comments.

Full screen

  • Enter full-screen mode

  • Exit full-screen mode

Choose to expand the text editor to fit your screen or collapse it back to its default size.

Top

Use visual styling options

Form follows function. You will use the Aha! Roadmaps text editor to document some of your most important work — from strategic innovations to business cases, meeting agendas, and launch plans. So format your writing to guide your audience, emphasize your conclusions, and build a convincing narrative.

  • Add a Table of contents so your audience can skip ahead to a relevant section. Use header formatting for different sections of your work, then enable the table of contents (in the + [More] dropdown).

    • Click any link to jump to a specific section

    • Click the icon in the upper right to collapse it.

    • Insert a link with #top as the URL to jump your audience from a section of the text editor back up to the table of contents.

  • Use Callout boxes to highlight critical copy. Select Callout box in the + [More] dropdown, then choose from one of four options: Information, Note, Warning, or Tip. Each has its own background color to draw your audience's eyes to different types of messages.

  • Insert Images to visualize information, then comment on them directly in threaded conversations.

  • Add Labels to organize lists and update statuses. Highlight text, open the + [More] dropdown, click Label, then select a color. For example, you may want to visually communicate that a project is at risk or that a task has been completed.

You can also directly mention Aha! Roadmaps records by typing the # key followed by the name of ID of the record.

Top

Use text styling options

The Aha! text editor offers multiple ways to style text — so you can enhance the clarity, readability, and impact of your content:

  • Bold your text.

  • Italicize your text.

  • Underline your text.

  • Strikethrough your text.

  • Put your text in a code snippet.

  • Change the color of your text. Selecting font color from the + [More] menu enables you to select from a range of choices from a color selector. You can enter a custom color by pasting in a hex code if you choose.

  • Highlight text. A variety of color options are available.

  • Choose from a variety of font options.

  • Change your font size.

Top

Real-time collaborative editing

For certain record types in Aha! Ideas, multiple users can simultaneously edit and see other users editing in the text editor. When more than one user is present in the same editing session, other participants are shown as flags that display the users' names. The flags move in real time as other users make updates in the text editor.

To begin collaborative editing, start by modifying a description field where your fellow collaborators are currently adding content.

Real-time collaboration is currently available in description fields for empathy sessions and custom note fields. It is not available for ideas, in comments, or in records' creation modals.

The text editor also provides a variety of tools to help you collaborate with your teammates.

  • Reference other users and link records together with # and @mentions. Notify your collaborators of a record or note by typing the @ key followed by the user’s name. Add links to other records by typing the # key, which will let you look up an issue directly from the text editor using either the reference ID or name of the record.

  • Highlight and change the color of your text by selecting the text that you would like to change, then click the Formatting dropdown to pick the color.

  • Add lists by clicking the List dropdown and selecting numbered, bulleted, or checkbox lists.

  • Share a direct link to the record — or to a full-screen view of the text editor itself. Once you have clicked the Enter full-screen mode icon in the top-right corner of the text editor, copy the URL from your browser and share it with any user with access to your workspace. Their browser will skip them straight to a full-screen view.

Top

Comment directly on text

The words we write often need to be reviewed for accuracy, tone, and focus. But giving clear feedback can be difficult. Inline text comments let you highlight and comment on the exact parts of the text you want to address, then create conversation threads to focus on and resolve the issue.

In-line commenting in the Aha! text editor

To create a new inline comment, highlight the text you want to comment on and click the Add comment + icon that appears on the right side of the text editor. Your text will be highlighted and underlined in orange, the Comments sidebar will appear, and you can start creating your comment. Click Save comment once you are done.

Resolved comments will be highlighted and underlined in green and you can always reply to a resolved comment to reopen it.

Inline comments have access to the full text editor, so feel free to format your text, @ and #mention Aha! Ideas users and records, add and color tables, or insert images.

Top

Floating menu and full-screen mode

You have likely seen it while browsing the internet — a menu that “sticks” to the top of your window as you scroll down a page. This ensures that you never have to scroll back to the top of a page when you need the toolbar. The menu is always floating there, waiting to be used, as you scroll down the page.

Click the full-screen arrows icon on the text editor toolbar to expand the note or description to the full height and width of your browser window. As you scroll, the text editor toolbar will remain at the top of your screen.

Top

Add a note template

Templates are perfect for standardizing your documents and providing structure for what you are writing. But sometimes you do not realize you need a template until you had already started drafting your document. Add a note template to your existing note from the text editor's toolbar. You can also add note templates to comments and to-dos to standardize how you communicate and assign tasks.

Click the More options menu and select Template. The Aha! template library will open. You can add any note template included in the template library — including custom templates you have added to your workspace.

Top

Embed a whiteboard

You can embed a whiteboard directly into your note or the description of your feature, requirement, or initiative to add diagrams, sketches, and other visuals alongside text.

Whiteboard adde

Click + on the text editor toolbar and select Whiteboard while editing a record description. A new whiteboard will be added below your cursor. Click the pencil icon to edit the whiteboard. When you are finished editing the whiteboard, click the X to exit and return to editing your note or description. To remove an embedded whiteboard, click the trashcan icon and click to confirm that you would like to delete it.

Top

Draft and improve text with AI

You can use the artificial intelligence (AI) writing assistant in Aha! Ideas to help you create clear, polished text in the right tone — so that you can communicate effectively without spending extra time and effort. Use AI to draft emails to customers, refine what you have already written, summarize long passages, and more.

Click the wand icon on your toolbar to prompt AI to generate a first draft of your text in a note, record description, or comment. Highlight existing text and click the wand to prompt AI to apply changes in tone, summarize passages, make formatting changes, and more.

You can use AI when drafting comments within Aha! Ideas. AI is not available when leaving comments from your ideas portal.

Top

Add and comment on media

You can add images, audio, and videos inline so you do not need to attach additional documentation with rich media. Click the + [More] menu from the text editor toolbar, select Image icon, choose your image, audio, or video file, and click Attach. The file will appear inline. When you insert a video or audio file, anyone who can view the note or record you have added it to can press the play button to listen or watch the embedded media.

The text editor also supports copy/paste and drag-and-drop for quickly adding media.

Inserting media will add it both inline and as an attachment to the record.

Comment directly on images in Aha! Ideas

To comment on an inserted media file, highlight it inline and add your comment. You can also comment on images attached to Aha! Ideas records.

When you add an image or video, grab the edges to resize it depending on the level of detail you need.

Supported audio file types include mp3, .wav, and .ogg. Supported video files include .mp4, .webm, and .ogv and should be under 300MB.

Top

Add and modify tables

To insert a table, place your cursor in the location where you would like the table to appear. Then select the Table option from the More menu on the text editor toolbar and use the grid of cells to highlight the number of rows and columns that you need.

The table will automatically size itself to fit the dimensions of your text, images, or links. You can resize the table by dragging any of the borders of your table.

Modify the table by clicking on a cell or highlighting a group of cells, then clicking the dropdown in the top-right corner of a cell. From this dropdown, you can merge cells, split cells, adjust the cell text's vertical alignment (top, middle, bottom), add and remove rows/columns, clear table contents, or delete the table.

You can also customize the look of your table by adding background colors to cells, rows, and columns. Select the cells you want to color, click the table dropdown in the corner of a selected cell, then click Cell background color to select from one of 70 colors.

If your background color makes it hard to read your text, you can change your text color to white.

Top

Track history and restore historical versions

The text editor tracks the history of changes made to a record or record's description. To view the record of changes and the user(s) who made them, click the history icon on the text editor toolbar.

During a collaborative session that involves multiple users, each user that modified the document will be displayed in the history of the record.

To restore a previous version, simply select one of the historical versions of your document and choose Revert to this version.

Top

Suite overview
Aha! Roadmaps
Aha! Ideas
    Ideas
      Integrations
      Aha! Develop