Aha! Roadmaps | Publish a presentation

Aha! presentations make it easy to take the roadmaps and reports you built in Aha! Roadmaps and share them with your audience. You can add nearly any view in your Aha! Roadmaps account to a slide, customize your presentation, and then publish it as a secure webpage or PDF, depending on your needs. Be sure to consider the security settings for your published presentation.

Click any one of these links to skip ahead:

Publish to a secure webpage

Secure web presentations are externally accessible pages that allow your stakeholders to access the views in Aha! Roadmaps that you choose to share. To publish your presentation to an external URL, click Generate secure webpage at the top of your presentation. Once the page has been generated, click Open secure webpage to see it, or Update secure webpage to publish the latest changes to your presentation to your secure URL.

Note: You will see a warning icon on the Update secure webpage button whenever your published presentation is out of sync with recent edits. Click Update secure webpage to publish your changes.

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Use web presentation controls

When you have opened the secure webpage, you can use the web presentation controls in the bottom-right corner to navigate forward and backward, enable autoplay, access the table of contents, and toggle to view a fullscreen version of the presentation.

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Publish to a PDF

If you prefer a static, downloadable version of your Aha! Roadmaps presentation, publish it to a PDF.

To do this, click Generate PDF at the top of your presentation. Once the PDF has been generated, click Download PDF to download it. Click Update PDF to publish the latest changes to your presentation to a PDF.

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Customize your published presentation

Whether you publish to secure webpage or PDF, you can configure your published presentation to match your stylistic and security needs. At the top left of your screen, click Customize presentation ⚙️→ Export settings to get started.

General

  • Footer: The text entered here displays at the bottom of both web and PDF presentations.

Secure webpage

  • Slide transitions: Allows enabling and disabling of the page-flipping animation when transitioning between pages in a web presentation.

  • Autoplay slide duration: The time in seconds between slide transitions during autoplay.

  • Password: Enables password protection for the presentation. Users will be required to enter the password before accessing content within the presentation.

  • Enhanced security: Allows toggling whether the presentation is visible publicly to anyone with access to the URL or if it is only available to Aha! Roadmaps users. Customers on the Enterprise+ plan will have the additional option of presentation SSO.

PDF

  • Optimize for: Allows toggling whether the PDF presentation is optimized for viewing or printing. Optimizing for viewing removes page size constraints.

  • Paper size: Defines the paper size to be used when the PDF is optimized for printing.

  • Orientation: Choose between portrait or landscape orientation of pages within the PDF.

Click Save to save your changes.

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Enable interactive views

If you publish your presentation to a secure webpage, you can choose to make your presentation views interactive.

By default, views in presentations published to webpages are static: each presentation slide displays your view without giving anyone access to the data you used to create that view. For some audiences, however, you might want to allow a deeper level of detail.

For example, a group of power users might appreciate the ability to click into individual feature descriptions — but you might not want to share custom fields about expected revenue. Presentation interactive view settings control what records in your view can be previewed, and which fields on those records to include in the preview.

At the top left of your screen, click Customize presentation ⚙️→ Interactive view to get started.

From the Configure interactive views modal, click Allow drill in for the records below.

  • Next, select which record(s) you want your users to be able to click into.

  • Finally, use the dropdowns on the right side of the modal to select which standard or custom fields you want your audience to see when they drill in to a given record.

  • You can also choose to Add a record type to the list of interactive record types, and select standard or custom fields from its field list as well.

Note: Everyone who accesses your external webpage can see the same drill in information. Users in your Aha! Roadmaps account can also click View in Aha! on any drill in preview to open the record in your Aha! Roadmaps account after logging in.

  • Your record and field changes will be saved automatically. Click Close when you are done.

  • If you want to enable or disable interactive views entirely, you will need to click Update secure webpage to apply those changes.

Note: Individual Aha! saved views that have been shared as webpages can be interactive too!

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Adjust view update frequency

Some views in your presentation you might want as static images, while others you might want to update manually or automatically so that the presentation stays perpetually up-to-date. Each view in a presentation can have its own update frequency.

To do this, click on the Aha! Roadmaps view that you wish to update. From the Update frequency settings on the right sidebar select one of three update frequency options.

  • Live update: Automatically updates the page every time the data is changed in Aha!

  • Refresh on update: Only updates the page when the manual Update secure webpage button is clicked.

  • Manual snapshot: Creates a static, point-in-time reference of the page.

The frequency you select for each view will be reflected when you present your presentation in Aha! Roadmaps, and when you publish it to a secure webpage.

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Custom brand your presentation

There are two ways to apply consistent branding to the presentations in your account.


First, let's discuss logos. If you are an administrator with customization permissions you can add your logo(s) to all presentations in your account by navigating to Settings ⚙️→ Account → Profile → Custom branding.

Your custom branding will appear to account users and in reports, roadmaps, and presentations.

Note: Each logo you upload should be at least 480x300 pixels and ideally in a ratio of 1.6:1.

Your Primary logo will be used for branding throughout your account and in presentations that you have published to a webpage. You should upload an image with a transparent background. You may also select a Custom background color.

Your Secondary logo will be used in presentations that you have exported to PDF. You should upload an image that is visible when displayed on top of a white background.

Second, let's discuss presentation themes.

To create a theme, first create a presentation. On the right side of the slide editor, click the Themes tab, then click Edit theme layout to open the Theme editor.

Every presentation theme has two layouts.

  • The Title slide determines how title slides will look in presentations using your theme.

  • The Body slide determines how body slides will look in presentations using your theme.

You can edit and customize theme layout slides just as you would a regular presentation slide, but changes you make to a theme layout slide will apply to the slide layouts of every presentation that uses your presentation theme, so be intentional about what content and design elements you add to these theme layout slides.

The one exception to this rule is text style boxes. People who create a presentation based on your theme will likely want to add unique titles, sub-titles, or body text to their presentation — but you may wish to standardize the look of that text. Click on a text style box — a text box containing the text Click to edit text style — to do this. Then use the Style, Text, and Arrange tabs on the right side to adjust the text style.

Once your theme looks good, click the X in the upper right corner of the Theme editor to leave the editor. Back in your presentation, click the Themes tab in the slide editor, then click the Share icon to share your team with the rest of your Aha! account.

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Embed your presentation in another webpage

There are several ways to embed a published presentation into another webpage:

  • Include a link to your published presentation.
    Make sure to use the URL from the Open secure webpage button. It will look something like this:

https://your-domain.aha.io/published/fd554ce954c03d2fa032a233f
  • Include your presentation in an iframe like the example below:

<iframe src="https://your-domain.aha.io/published/fd554ce954c03d2fa032a233f" style="width: 100%; height: 550px;" frameborder="0" scrolling="auto" seamless="seamless"></iframe>
  • Embed only a single presentation page on another webpage. This option does not include any branding.

    1. First, select the Update secure webpage button to ensure everything is updated.

    2. Next, click the Open secure webpage button.

    3. From the presentation webpage, navigate to the slide you want to embed and right-click to inspect the live code. In Chrome, the menu option is called Inspect; in Firefox, it is called Inspect Element.

    4. Find the correct iframe element. There will be more than one iframe, so make sure you locate the correct one like the example below:
      Replace data-url with src. The end result should look like this:
      <iframe src="https://your-domain.aha.io/published/fd554ce954c03d2fa032a233f/snapshot/6119135030950" frameborder="0" scrolling="auto" seamless=""></iframe>

    You can also change the other attributes to properly fit the slide into your own webpage.

Keep in mind that frames are dynamically rendered onto the page, so you must use your browser's element inspector rather than viewing the full-page source. Secure URLs are unique and live with the presentation. This means that you can update the content of your presentation by clicking the Update secure webpage button and the URL will not change. When updating, you do not need to modify the page hosting your presentation.

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Notes on embedded presentations

  • Enterprise+ customers, please note that if you have enabled IP based access control, external users may be blocked when attempting to access the presentation from outside of the specified IP addresses.

  • If you have enabled Enhanced presentation security, which requires that users log in to Aha! Roadmaps before accessing a presentation, then embedding a presentation in an iframe will not work. If users are not already logged into Aha! Roadmaps, they will see a blank page when attempting to view the iframe. For security reasons, Aha! Roadmaps does not allow the login page to appear inside an iframe.

  • To allow the browser control that enables fullscreen to be used from within the iframe, the iframe tag needs another attribute like the following example:

<iframe src="https://your-domain.aha.io/published/fd554ce954c03d2fa032a233f/snapshot/6119135030950" style="width: 100%; height: 550px;" frameborder="0" scrolling="auto" seamless="seamless" allowfullscreen="true"></iframe>

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