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

This article is part of a series of settings overview articles:

Account

Workspace

Personal

Account

Workspace

Personal

Billing



Customization



Aha! Notebooks | Workspace settings (Advanced plan)

Workspace-level settings affect a particular workspace or workspace line in your Aha! account. Users with contributor permissions can access and edit your workspace settings.

Document templates

Document templates provide a ready-to-use format for the types of documents you create most. Aha! Notebooks offers a library of document templates to choose from when you create a new document. If you have specific details pertinent to your team that you want to include in a document template, create your own custom templates in workspace settings. Shared templates can be inherited from a workspace line, so you can drive consistency across teams and establish a standard approach for capturing information.

If you want to share a template across multiple teams, we recommend creating it at the highest level in your hierarchy so that it can be inherited by any workspace lines and workspaces within it. You must be a workspace contributor to add a document template.

Click Add document templates and then select Note or Whiteboard to create a document template.

When you are ready to use a note template you have created, you will find it in the Workspace section of your template library.