Aha! Ideas | The 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! Ideas 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! Roadmaps 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! Roadmaps record in its detail view to follow along!

Note: You can use shortcuts to access many elements on the text editor toolbar.

Icon

Name

Options

Drawer view

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


Collapses into the Font style menu

Bold your text

Italics


Collapses into the Font style menu

Italicize your text

Underline


Collapses into the Font style menu

Underline your text

Strikethrough


Collapses into the Font style menu

Strikethrough your text

Code snippet


Collapses into the Font style menu

Put your text in a code snippet.

Text color

Text color

  • Black

  • Gray

  • Orange

  • Green

  • Blue

  • Red

  • White

Text highlight

  • White

  • Yellow highlight

  • Gray highlight

  • Green highlight

  • Blue highlight

  • Red highlight


Change the color of your text, or highlight it.

Clear formatting


Collapses into the Font style menu

Clear all formatting from your selected text.

Alignment

  • Left align

  • Center align

  • Right align

  • Justify


Align your text:

  • With the left margin

  • Around the center of the text editor

  • With the right margin

  • With both left and right margins

List

Insert a list:

  • Bulleted list

  • Numbered list

  • Checkboxes

Adjust a list's indentation:

  • Decrease indent

  • Increase indent


Insert a list or adjust a list element's indentation.

Table

  • Insert table

    • Table dimensions grid

  • Merge cells

  • Split cells

  • Cell background color

    • Color selection grid

  • Cell vertical alignment

    • Top

    • Middle

    • Bottom

  • Insert row above

  • Insert row below

  • Insert column left

  • Insert column right

  • Add space above table

  • Add space below table

  • Delete row

  • Delete column

  • Delete table

  • Clear contents

Collapses into the More menu

Insert a table into the text editor.

Insert link


Collapses into the More menu

Insert a hyperlink into the text editor. You can use #top to move your readers back to the top of the page.

More menu

  • Table of contents

  • Callout box

    • Information

    • Note

    • Warning

    • Tip

  • Label

  • Divider line


  • Insert a table of contents into your text editor, based on heading-formatted text.

  • Insert a callout box.

  • Convert highlighted text into a label for a visual callout, and choose from one of the available colors.

  • Insert a divider line into the text editor to break your writing into sections.

Insert image


Collapses into the More menu

Insert an image into your text editor, and attach it to the Aha! Roadmaps record. You and your team can comment directly on images attached to Aha! Roadmaps records.

View history



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

Comments

  • Show comments

  • Hide comments


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

Fullscreen

  • 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.

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Use visual styling options

Form follows function. You will use the Aha! Ideas text editor to document some of your most important work — from innovative ideas to insightful empathy session discussion guides. So format your writing to guide your audience, emphasize your conclusions, and build a convincing narrative.

  • Add a Table of contents so that 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 + menu).

    • 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 + menu, then choose from one of four options: Information, Note, Warning, or Tip. Each have their 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 + menu, click Label, then select a color. For example, you may want to visually communicate that a task has been completed.

Note: You can also directly mention Aha! Ideas records by typing the # key, followed by the name or ID of the record.

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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.

Note: 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.

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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.

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.

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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.

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Add and comment on images

You can add images inline so you do not need to attach additional documentation with rich media. Simply click the image icon from the text editor toolbar, choose your image, and click Attach.

Note: The text editor also supports copy, paste, and drag and drop for quickly adding images.

Once the image has been added to your description, grab the edges to resize the image depending on the level of detail you need.

Note: You can also comment on images and mockups attached to Aha! Ideas records.

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Add and modify tables

To insert a table, place your cursor in the location where you would like the table to appear. Then click the table icon 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.

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

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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.

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