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Aha! Roadmaps | Convert whiteboard content to Aha! records

Creative tools like whiteboards are great for sparking inspiration. In fact, that is how many product teams use them. The next brilliant idea may stem from a collaborative session, a weekly team meeting, or a personal whiteboard. Put that idea into action by converting items on your whiteboard to work on your product roadmap immediately — then go back later and add in important details.

convert a sticky note to a feature on a whiteboard

You can convert shapes, sticky notes, or text boxes to Aha! records. An object on your whiteboard that has been converted to a record will display a link icon in its lower left corner. Clicking the link will open the record's drawer view, where you can edit and update details.

You can convert a whiteboard object to an idea, feature, epic, initiative, or goal.

To convert a whiteboard object to an Aha! record:

  • Click the object.

  • Select the More options button or right-click on the object and select Convert to [record type].

  • Select the Workspace where you want your idea to be added. You can select any workspace or workspace line that you have access to.

  • Edit the idea's Name.

  • Click Create [record type].

You will find your newly created record in the workspace that you selected when converting it. A link to the whiteboard where the record originated will be added in its Related tab.

On your whiteboard, an object that has been converted to a record will display a link icon in its lower left corner. Clicking the link will open the record's drawer view, where you can edit and update the record's details.

If you would prefer the converted object to appear as a record on your whiteboard, select the sticky note and click the Shape icon in the far left of its toolbar. From here, you can select the record shape. The record shape will provide additional information like the record's type, ID, product value score, and assignee.

a whiteboard with record cards and the shape menu open

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