Add new users to create notes and whiteboards
Today's launch addresses a popular request: the ability to add colleagues to your account so they can create notes and whiteboards. Choose from two new options to give everyone what they need to contribute.
Suite overview
Suite overview
Introduction
Workspaces and teams
Knowledge
- Documents
- Share documents
- Guest access
- Template library
- Notes
- AI writing assistant
- Introduction to whiteboards
- The whiteboard toolbar
- Add and edit whiteboard content
- Advanced whiteboard shapes
- Add media to whiteboards
- Collaborate on whiteboards
- Convert whiteboard content to Aha! records
- View Aha! records on whiteboards
- Create a whiteboard presentation
Reports
Collaboration
Account management
Billing and users
Security and system requirements
Integrations
Aha! API
Dropbox
Google Drive
Microsoft OneDrive
Aha! Roadmaps
Overview
Introduction
How to
- How to create a custom whiteboard template
- How to build a roadmap in five steps
- How to visualize linked dependency statuses at scale
- How to import your backlog from Jira
- How to show the strategic progress at multiple levels
- How to identify schedule risks with calculation columns
- How to visualize cross-team capabilities with custom tables (Enterprise+)
- How to add a custom field
- How to pull work from Aha! Roadmaps into Aha! Develop
- How to share a report, roadmap, or view
- How to identify and prioritize high-value ideas
- How to import a Jira backlog into your Aha! account as ideas
- How to edit a status workflow
- How to build your product strategy
- How to host a collaborative brainstorming session
Imports
Best practices
- Best practices for stakeholder alignment: Set product strategy
- Best practices for stakeholder alignment: Review customer feedback
- Best practices for stakeholder alignment: Prioritize the best ideas
- Best practices for stakeholder alignment: Create your product roadmap
- Best practices for stakeholder alignment: Manage product launches
- Best practices for stakeholder alignment: Communicate roadmap progress
- Best practices for linking your work to strategy
- Best practices for tracking OKRs
- Best practices for configuring Aha! to support SAFe®
- Best practices for configuring Aha! to support the Pragmatic Framework
- Best practices for tracking product development risks
- Best practices for managing cross-functional requests
- Best practices for setting product strategy
- Best practices for capturing and prioritizing customer ideas
- Best practices for launching your ideas portal
- Best practices for managing product platforms
- Best practices for managing solution offerings
- Best practices for managing product components
- Best practices for managing complex product bundles
- Best practices for creating a product information hub
- Best practices for using documents to collaborate with stakeholders
Enterprise+ functionality
- Enterprise+ plan features
- Advanced custom layouts (Enterprise+)
- Automated scorecard metrics (Enterprise+)
- Automation (Enterprise+)
- Back up your account (Enterprise+)
- Configure team capacity planning (Enterprise+)
- Custom roles (Enterprise+)
- Custom tables (Enterprise+)
- Custom worksheets (Enterprise+)
- Enable IP address based access control (Enterprise+)
- Estimate work for capacity planning (Enterprise+)
- Getting started with capacity planning (Enterprise+)
- Integrate with security webhooks (Enterprise+)
- Link custom tables to each other (Enterprise+)
- Monitor your account activity (Enterprise+)
- Reference Aha! Roadmaps fields in custom worksheet equations (Enterprise+)
- Resolve capacity conflicts (Enterprise+)
- Team capacity report (Enterprise+)
- Work requests (Enterprise+)
- Workspace templates (Enterprise+)
Workspaces
- Workspaces and workspace lines
- Workspace types
- Differences between workspace types
- Explore a product workspace in your account
- Explore an IT workspace in your account
- Explore a project workspace in your account
- Explore a services workspace in your account
- Explore a business operations workspace in your account
- Explore a marketing workspace in your account
- Create a single-workspace hierarchy
- Create a multi-workspace hierarchy
- Create a portfolio hierarchy
- Workspace templates (Enterprise+)
- Archive or delete a workspace or workspace line
- How to define your product workspace
- Move workspaces to a new workspace line
- Duplicate workspace and workspace line prefix error
Settings
Strategy
- Introduction to strategy
- Vision
- Strategic models
- Strategic models: Custom templates
- Strategic models: Aha! business model canvas
- Strategic models: Lean canvas
- Strategic models: SWOT analysis
- Strategic models: Segment profile
- Strategic models: 10Ps marketing matrix
- Positioning
- Creative briefs
- Personas
- Competitors
- Competitor threat scorecards
- Goals
- Link goals to other record types
- Initiatives
- Initiatives prioritization page
- Prioritize and track strategic initiatives
- Link initiatives to other record types
Capacity planning
- Getting started with capacity planning (Enterprise+)
- Individual capacity planning
- Configure team capacity planning (Enterprise+)
- Estimate work for capacity planning (Enterprise+)
- Individuals capacity report
- Team capacity report (Enterprise+)
- Resolve capacity conflicts (Enterprise+)
- Troubleshoot missing records on the team capacity report (Enterprise+)
Releases and schedules
- Introduction to releases
- Release dependencies
- Release templates
- Release retrospective report
- Calendars
- Parking lots
- How the release start date is determined
- Move records from one workspace to another
- Portfolio releases
- Roll-up releases
- Release dates and feature capacity
- Draft release notes with AI
- Create a release
- Add features, phases, and milestones to a release
- Calculate release and release phase dates
- Customize the Gantt view
- Group features by epic on a Gantt chart
- Release and epic view options
- Track Gantt chart change history
- Copy an existing release
- Complete a release
- Share a release
Ideas
- Introduction to ideas
- Ideas portal settings
- Ideas prioritization page
- Emailed ideas
- Submit-only ideas portal
- Private ideas portal
- Public ideas portal
- Ideas overview page
- Ideas chart page
- Create a central workspace to manage all ideas
- How promoted record status drives idea status
- Carry over custom field values from ideas to other record types
- "Filter by status" displays duplicate statuses on ideas portal
- Create one ideas portal for all of your workspaces
- Advanced custom portal design
- Import ideas and portal users
- Custom fields for ideas
- Portal notification emails
- Troubleshoot portal notification emails
- Ideas portal weekly summary email
- Manage portal spam
- Manage submitted ideas
- Customize ideas
- Promote ideas directly to your roadmap
- Merge ideas
- Pin ideas
- Respond publicly to users
- Report on trending ideas
- Ideas portal users
- Invite portal users
- Manage portal users
- Aha! Ideas Advanced plan features
- Legacy access to Aha! Ideas Advanced plan features
Ideas portals single sign-on (SSO)
- Portal SSO | SAML 2.0
- Portal SSO | OpenID Connect
- Portal SSO | JSON Web Token
- Portal SSO | Google Cloud Identity
- Portal SSO | OneLogin
- Portal SSO | Entra ID
- Portal SSO | Microsoft Active Directory Federation Services (ADFS)
- Portal SSO | Salesforce
- Portal SSO | Link portal users to organizations (Advanced plan)
- Portal SSO | Troubleshoot single sign-on issues
Features and activities
- Introduction to features
- Introduction to epics
- Introduction to requirements
- Tips for managing and prioritizing features
- User story maps
- Workflow board
- Feature scores
- Features prioritization page
- Mockups
- Copy, move, or bulk edit features
- When to use initiatives vs. epics
- Convert features to other record types
- Carry custom field values from requirements to features
- Estimate effort using custom scorecards
- Add feature start and due dates