Aha! Roadmaps | Notes

From meeting agendas to marketing guidelines, strategic planning often requires notes. Notes in Aha! Roadmaps are flexible and collaborative. Use them to document processes, share research, train new team members, or any other use that comes to mind.

You can nest notes along with whiteboards into collapsible hierarchies, collaboratively edit them with your teammates, add saved views to them, and visualize them by date. Notes might look simple but they provide a powerful way to capture and share information. You can even create personal notes for private use.

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Access workspace notes

You can access the notes for your workspace by navigating to Info Notes. If you do not see that option, you may need to enable it by customizing your menu navigation. If you are an owner or administrator for your workspace, you can navigate to Settings ⚙️ Workspace Navigation or by clicking the pencil icon you see in your navigation bar when you hover over it.

From the Navigation page, check the box by Notes and click Update to enable notes for your workspace.


Create a note

From the notes page for your workspace, click + Create and select Note. The new note will appear.

Note: Selecting Whiteboard from the create menu will create a whiteboard instead of a text note. Whiteboards are organized in your nested hierarchy alongside your notes.

Use the text editor to create your note and format it with headings, lists, tables, and inline images. You can also embed whiteboards and assign to-dos and watchers and start a discussion in the note's comments. Add a Date to a note to add it to the My notes Calendar view for everyone watching that note.


Create a copy of a note

To create a copy of a note, right click the note from the List view and select Copy note. A copy of the note will open and will appear in the List view below the the original note.


Create a note template

Note templates bring consistent structure to your documentation. Aha! Roadmaps comes with nine prebuilt templates for you to choose from. If you are a workspace owner, you can also create custom note templates for your teams. Contributors can create notes from existing templates.

Shared note templates are customizable using the Aha! Roadmaps text editor, so you can add tables, images, and even Aha! Roadmaps views. They can be inherited from a workspace line in order to drive consistency across teams and establish a standard approach for documentation.


Create a note from a template

To create a note from a template, navigate to Info Notes and click Add note From a template or use the appropriate keyboard shortcut. The Add note modal will appear and you will see sections for Shared templates and Example templates. The Shared templates section includes note templates available in your particular workspace. The Example templates section includes the following prebuilt templates:

  • Brainstorming session

  • Customer interview

  • Customer research plan

  • Feature requirement

  • Job interview

  • Meeting agenda

  • Meeting notes

  • Portal guide

  • Process improvement

  • Product requirements document

  • Product updates

  • Sprint retrospective

You can click on a template to see a preview of it. Select the template of your choice and click Add note. Use the text editor to adjust your note to your needs. You can also assign to-dos and watchers and start a discussion in the note's comments.


Use personal notes

Some notes may be just for your personal use. Maybe you have a great idea for a new strategic opportunity and want to jot down some unfiltered thoughts. You might be drafting a presentation and want to work on the outline before you share it with your team. Or maybe you just need to write down the minutes of a meeting.

You can find a notes section just for you on your My work page. To get to them, hover over your profile picture in the navigation bar and click on My work. On the left side, beneath the My work section, you will see a section called My notes. Aha! users with any permission level can use personal notes.

Unless you share a personal note, it is only visible to you. Personal notes use the Aha! text editor, just like workspace notes, and you can #mention other records if you need to. Records you #mention will not link back to your personal note and you cannot @mention other users.

There are two different ways to view your personal notes from the My work page — the List view and the Calendar view. Use the toggle to navigate between views.

List view

The List view shows you all your personal notes and whiteboards, organized into a hierarchy that you customize. Click the + icon and select Note, then drag and drop it to its desired place in your My notes document hierarchy to stay organized. Add a Date to a note if you want it to appear in the Calendar view as well.

Calendar view

You can quickly find and create notes by date from the Calendar view. You will see a dot indicator on any date that has a note associated. Click the date to see the notes for that day. Personal notes as well as notes you are watching in a workspace will appear on your calendar. Only notes with Dates added will appear in this view.

Personal notes

You can easily prepare new notes for yourself from the Calendar view. Click the + button under the Personal notes section. A new blank note populated with the date selected on your calendar will open. You can rename it and change the Date field — changing the date will move it to the new date on your calendar. When you are ready to share a personal note with your teammates, click the More options button in the top-right corner of the note and select Move note.

All daily notes added from the calendar will be located in the Daily notes folder that appears in your List view. You can leave your notes in this folder or drag and drop the daily note anywhere in your My notes hierarchy.

Watched notes

Add a Date to any workspace note that you are watching to have it appear on your personal Calendar view. Any note or folder that you are watching that has a Date added will populate on your Calendar view regardless of its workspace location. You do not need to add yourself as a Watcher to every workspace note you want to see in your Calendar view. You can watch all the notes within a folder, such as a folder containing team meeting notes. Just add yourself as a Watcher to the parent note in that folder. Then you will automatically be added as a watcher to all child notes in the folder — and if any of those notes have Dates on them, they will appear in your Calendar view.


Add Aha! Roadmaps views to notes

Notes are excellent tools for collaboration and ideation, so it often makes sense to add Aha! Roadmaps views directly to a note. With list reports, pivot tables, charts, or custom roadmaps, you can focus a discussion or highlight insights that inform the rest of the note.

To add views to a note, open it and click the Add Aha! Roadmaps view icon from the top of the text editor. The Add new view modal will appear and guide you through the process.

First, choose from Custom views — reports and custom roadmaps you have created earlier and saved — or from a selection of Example views. If you choose an example view, you can modify it later. Use the filters on the left to narrow in on a specific type of custom or example view to add, then click Add to note to add your selection.

When you add one of these views to a note, Aha! Roadmaps copies the view and your note view displays the copy. This way, changes you make to the configuration of the original view — the view's type, style, or filters — will not affect the information displayed in your note. Changes you make to your Aha! Roadmaps data will be reflected in either view.

Once you have added your view, click and drag a corner to Resize it. Or click its More options button to Open the report it is based on, Configure the view you have added to your note, or Remove the view altogether. When you Configure the view, you can change the view's Title or — for chart views — choose to show the chart's Legend.

Note: A chart's legend will appear on the side of your chart that you have selected in the chart's Customize view menu.


Embed a whiteboard in a note

You can embed a whiteboard directly into your note to add diagrams, sketches, and other visuals alongside text in your note. While editing a note, just click + on the text editor toolbar and select Whiteboard. A new whiteboard will be added below your cursor. Click the pencil icon to edit the whiteboard. When you are finished editing the whiteboard, click the X to exit and return to your note. To remove an embedded whiteboard from a note, click the trash icon and click to confirm that you would like to delete it.


Comment directly on notes

In addition to collaborative editing, notes in Aha! Roadmaps support inline text comments. Inline comments allow you to highlight the exact part of the note you want to discuss, then create conversation threads to focus on and resolve the issue.

To create a new inline comment, highlight the text you want to comment on and click the Add comment + icon that appears on the right side of the text editor. Your text will be highlighted and underlined in orange, the Comments sidebar will appear, and you can start creating your comment. Click Save comment once you are done.

Resolved comments will be highlighted and underlined in green and you can always reply to a resolved comment to reopen it.

Inline comments have access to the full text editor, so feel free to format your text, @ and #mention Aha! Roadmaps users and records, add and color tables, or insert images.


Organize your notes

Nested hierarchies

Once you have created a few notes and whiteboards, it makes sense to organize them. Bringing structure to these documents is as easy as clicking and dragging them in the left side panel of the notes page.

  • To reorder a note, click on it and drag it to your preferred order. If you drag a parent note, all nested child notes and whiteboards under it will come with it.
    Note: You can drag parent notes to new locations whether they are expanded or collapsed, but it might be easier visually to do this while they are collapsed.

  • To nest one note under another, click on it and drag it on top of another document.

  • To remove a note from a parent-child relationship, click on it and drag it to a new location.

When you drag a note or whiteboard to a new location, the blue bars in your Aha! Roadmaps account will show you where it will land in order.

  • A thin blue bar means your note will exist above or below another document in the order.

  • A thick blue bar means that your note will be nested under another document in the order.


Note collections and standalone notes

Organizing your notes into nested hierarchies is just the first step. As you build out the workspace and personal notes in your account, your notes hierarchy can become quite complex.

Instead of scrolling through a hierarchy expanding every parent note, click on a parent note to see a preview of all its child notes.

  • Note collections — child notes with sub-notes of their own — display here as tiles. Each collection includes the first three lines of the note's description, the top three child notes, and a total note count.

  • Standalone notes — child notes without sub-notes of their own — are listed at the bottom.

You can control what notes appear in these views by clicking on a parent note, then clicking More options Hide nested notes.

Customized title icons

Every note you create has a title icon. By default, this is a page icon for standalone notes, and a folder icon for parent notes. You can change these title icons to emojis to help your notes and note collections stand out.

To do this, open a note and click its title icon. Click or search for any replacement emoji you prefer, and the title icon will update.


Reference notes across Aha! Roadmaps

You can use #mentions in any text field in Aha! Roadmaps to create a link to a note. On the record you want to link to the note, type the # key and then start typing the note's title. Select your note from the available options.


Workspace notes can be added as related records to other data objects. To add a related record to a note, click on the More options button in the upper-right of the note and select Link to another record. Once linked, a new Record links section will display at the bottom of the note. This will reference the related data records, allowing you to quickly visualize the relationships.


View note history

Every note created automatically tracks the history of edits that have taken place. You can revert back to previous versions of a note by clicking the History icon in the text editor and then moving the slider to the time frame you want to revert to.


Share and export your notes

Once you have created your note, you may want to share your work with people who can give feedback and add value. Share your note with anyone to collaborate and drive alignment — even with people who are not users in your Aha! account. Account administrators can enable or disable all note sharing for your Aha! account at any time.

Share a note

Share a note with anyone — just send them the shareable link. Once your recipients click the link, they will see your note in their own Aha! account, where they can view your work and, if they have the appropriate permissions, collaborate with you in real time. If they do not have an Aha! account, they will be prompted to sign up for a free Aha! Create account — so they can view notes and whiteboards and create and share documents in a digital notebook of their own.

Anyone can share a personal note that they have created. Owners or Contributors can also share workspace notes — but Viewers and Reviewers cannot share workspace notes.

To share a note:

  1. Open your note and click the Share button in the upper right corner.

  2. Click Get shareable link.

  3. Select whether anyone with the link can View only or Edit the note.

  4. Click Copy link.

  5. Share the link with anyone.

The shareable link will expire six days after it is first generated. If you want to share your note with someone else after the link is expired, you will need to generate a new link. You can disable the link whenever you choose. If you disable the link, anyone who has the link but has not yet accepted access to the note will not be able to access it.

Viewing and editing permissions

You can change someone's permissions to Edit or View only access by clicking next to their initials in the People who have access section of the Share menu. You can remove access to your note for any viewer by hovering over their initials and clicking the trash icon that appears.

Note: Aha! user permissions will always supersede the Edit permissions you set for a note. For example, users with viewer and reviewer permissions will be able to access a workspace note even if you do not share it when them. But they will not be able to edit workspace notes, even if you give them permission to edit from the Share menu.


Accept a note

Your colleague will provide you with a link when they want to share a note with you. Click the link to open the invitation to view the document. You can then select an option to View the document or Ignore the document.

Note: If you do not have an Aha! account, you can sign up for a free Aha! Create account to view it. You will be prompted to log in or sign up if you choose to View the document.

When you choose to view a document, where the document opens depends on whether the note shared with you is a personal note or a workspace note. Shared personal notes will appear in the Shared with me section of the List view in your personal notes on the My work page, and the person who shared the document with you has control of your viewing and editing access for the document. Shared workspace notes will open within the workspace in which they are located, but your account permissions and workspace access will determine your viewing and editing access.

To see who has access to a shared document and will potentially see any edits you make, click the Shared icon at the top of the document next to its title.

Note: If you are an Aha! Create user on the Basic plan viewing a document that has been shared with you, shareable documents that you accept from other Aha! accounts count toward your 30-document limit.


Configure sharing settings

Account administrators can navigate to Settings ⚙️ Account Security and single sign-on and uncheck the box next to Enable document sharing at any time to turn off link sharing for notes. Doing so will turn off all link sharing in the account for notes and whiteboards. Any links that were generated prior to disabling this setting will stop working, and both personal and workspace notes and whiteboards will no longer be shareable with users outside of your Aha! account.

When document sharing is enabled, anyone in your Aha! account can share a personal note that they have created. Owners and Contributors can share workspace notes. Viewers and Reviewers cannot share workspace notes.


Export a note

The Export button offers you several options to export and display your note. You will find the Export button in the upper right corner of your screen. From the Export menu, you can:

  • Add to Whiteboard as image to add an image of your note to a new whiteboard in your personal notes.

  • Add to Presentation to fold your note into an Aha! presentation. In your presentation, you can select the note's update frequency.

  • Add to Webpage to share a workspace note as a webpage.
    Note: If you have enabled Aha! Ideas Advanced in your Aha! account, you can use this option to embed a note in a custom page in your ideas portal.

  • Export PNG image or PDF document for a static version of your note.


Move notes to another workspace or team

Sometimes notes are created under one workspace or team, but then you want to move them to another workspace. The same goes for personal notes — you may find that a note you have drafted in your personal notes would be better suited for a team or workspace.

Use the More options button on notes to move them. If you move the note at the top of a hierarchy tree, all child notes move as well.

Note: You can also move a workspace or team note to a personal note. Instead of choosing Move to workspace/team from the Move note menu, select Move to personal notes.


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