Aha! Notebooks | Text editor

The text editor in Aha! Notebooks is where you take all your notes. Use rich text formatting options to add structure and clarity to your notes, add images and embed whiteboards to provide visual context, and collaborate in real time with your teammates. This article covers some of the key features of the text editor.

Use the collaborative text editor to edit notes in Aha! Notebooks

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.

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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. Structure your note's contents with headers like H2s and H3s at the beginning of each section. Then select Table of contents from the More menu. The Table of contents will appear wherever your cursor is located in your note. It will contain a list of links that follow your heading structure:

    • Click any link to jump to a specific section.

    • Click the icon in the upper right to collapse your table of contents.

    • 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.

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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.

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Collaborate in real time

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 note where your fellow collaborators are currently adding content.

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Draft and improve text with AI

You can use the artificial intelligence (AI) writing assistant in Aha! Notebooks 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.

Thumbnail image for the social quick tips AI writing assistant video

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.

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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.

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Embed a whiteboard

You can embed a whiteboard directly into your note from the text editor. Just click + on the text editor toolbar and select Whiteboard while editing a note. A new whiteboard will be added below your cursor. Click the pencil icon to edit the whiteboard or double-click the whiteboard to open it to edit fullscreen. When you are finished modifying your whiteboard, click the X to exit and return to your note. To remove an embedded whiteboard, click the trashcan icon and click to confirm that you would like to delete it.

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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 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 the 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 cell(s) 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, change your text color to white.

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