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Aha! Knowledge | Custom templates

Every team works differently. You may find that the built-in templates in your template library are perfect for team's workflow — but you may need a template more closely catered to your team's objectives and preferences. If you are an Aha! Knowledge Advanced plan customer, you can create a custom note and whiteboard templates to have the perfect blueprint for your meeting, activity, or workflow that you can use to drive consistency across your workspace. Or create a personal template catered specifically to your needs.

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This article discusses functionality that is included in the Aha! Knowledge Advanced plan. Please contact us if you would like a live demo or want to try using it in your account.

Workspace templates

You will need contributor permissions to create a workspace whiteboard template.

  • To create a new template, navigate to Settings ⚙️ Workspace Document templates. Then click Add document template and select Note, Whiteboard, or Meeting.

  • To create a template from a document you are currently editing, select the More options menu in the upper right corner and select Save as template. Then enter a name for the template and click Create template.

Once added, you will find custom templates in the Workspace section of the template library.

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Personal templates

You will need contributor permissions to create personal document templates, but it does not matter which workspace you have access to — personal document templates are part of your My work page and personal settings.

  • To create a new personal template, navigate to Settings ⚙️ Personal Document templates. Then click Add document template.

  • To create a template from a document you are currently editing, select the More options menu in the upper right corner of your note or whiteboard and select Save as template. Then enter a name for the template and click Create template.

Once added, you will find custom templates in the Personal section of the template library. Personal templates will be available in the template library whether you access it from your My work page or from workspace documents. You will not be able to see personal document templates that other users in your Aha! account have created.

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