Suite overview
Suite overview
Introduction
Workspaces and teams
Notebook
- Notes
- View Aha! records on whiteboards
- Template library
- AI writing assistant
- Guest access
- Share documents
- 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
- Create wireframes on whiteboards
Reports
Collaboration
Account management
Billing and users
Security & system requirements
Integrations
Aha! API
Dropbox
Google Drive
Microsoft OneDrive
Aha! Roadmaps
Roadmaps
Introduction
- Run a successful Aha! trial
- Get started with your new account
- How to build a roadmap in five steps
- Import data
- Explore a demo workspace in your account
- 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
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
Workspaces
- Workspaces
- Workspaces and workspace lines
- Differences between workspace types
- Create a single-workspace hierarchy
- Create a multi-workspace hierarchy
- Create a portfolio hierarchy
- Workspace templates (Enterprise+)
- Notebook menu
- Files
- Archive or delete a workspace or workspace line
- How to define your product workspace
- Duplicate workspace and workspace line prefix error
Settings
- Account settings
- Account billing settings
- Account customization settings
- Workspace settings
- Workspace ideas settings
- Workspace import settings
- Integration settings
- Manage your workspace settings
- Personal settings
- Shortcuts
- Import data from a CSV file
- Import notes from Confluence
- Getting started with capacity planning (Enterprise+)
- Individual capacity planning
- Configure team capacity planning (Enterprise+)
- Estimate work for capacity planning (Enterprise+)
- Automation (Enterprise+)
Strategy
Releases and schedules
Ideas
- Introduction to ideas
- Proxy votes
- Configure your ideas portal
- Manage ideas portal users
- Manage submitted ideas
- 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
- Configure your own ideas portal URL with a CNAME (Ideas Advanced plan)
- 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
- Idea management notifications
- Ideas portal weekly summary email
- Manage portal spam
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
- Create flowcharts in the mockups tool
- Carry custom field values from requirements to features
- Estimate effort using custom scorecards
- Add feature start and due dates
- Create templates for features and requirements
- Should I put bugs on my product roadmap?
- Customize feature cards
- Use epics across releases and workspaces
Roadmaps
Analytics
- Introduction to analytics
- Dashboards
- Reports overview
- Step-by-step examples: List reports, pivot tables, and custom roadmaps
- Filter your reports and roadmaps
- List report
- Perform calculations on data in list reports
- Pivot table
- Charts
- Individuals capacity report
- Team capacity report (Enterprise+)
- Resolve capacity conflicts (Enterprise+)
- Troubleshoot missing records on the team capacity report (Enterprise+)
- Dependency report
- Hierarchy report
- Diagram report
- Bulk edit records
- Report on workspace documents
Notebook
- Access Aha! Notebooks
- Notes
- View Aha! records on whiteboards
- AI writing assistant
- Template library
- Guest access
- Share documents
- 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
- Create wireframes on whiteboards
Presentations
Collaboration
Customizations
- Statuses and workflows
- Workflow approvals
- Scorecard equations
- Automated scorecard metrics (Enterprise+)
- Custom fields
- Custom layouts
- Advanced custom layouts (Enterprise+)
- Introduction to advanced equations
- Field identifiers for advanced equations
- Custom equation functions and operators
- Filter arrays with logical operators
- Custom tables (Enterprise+)
- Custom worksheets (Enterprise+)
- Manage at-risk work
- Reference Aha! Roadmaps fields in custom worksheet equations (Enterprise+)
- Link custom tables to each other (Enterprise+)
- Use custom tables to manage strategic opportunities
- Track special customer information
Best practices
- Best practices for linking your work to strategy
- Best practices for tracking OKRs
- Best practices for configuring Aha! to support SAFeĀ®
- Best practices for configuring Aha! to support the Pragmatic Framework
- Best practices for tracking product development risks
- Best practices for managing cross-functional requests
- How to set product strategy
- How to capture and prioritize 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+)
Account management
Account plans
Billing and users
Security and system requirements
Single sign-on (SSO)
- Account SSO | SAML 2.0
- Account SSO | Google Cloud Identity
- Account SSO | Okta
- Account SSO | OneLogin
- Account SSO | Microsoft Azure Active Directory Services (Azure AD)
- Account SSO | Microsoft Active Directory Federation Services (ADFS)
- Account SSO | Bitium
- Portal SSO | SAML 2.0
- Portal SSO | OpenID Connect
- Portal SSO | JSON Web Token
- Portal SSO | Google Cloud Identity
- Portal SSO | OneLogin
- Portal SSO | Microsoft Azure Active Directory Services (Azure AD)
- Portal SSO | Microsoft Active Directory Federation Services (ADFS)
- Portal SSO | Salesforce
- Troubleshoot single sign-on issues
Integrations
Introduction to integrations
- How to think about integrating Aha! Roadmaps with your development tool
- Manage your integrations
- Create multiple development tool integrations for a single workspace
- Integrate one workspace with multiple third-party systems
- Integrate with your calendar application
- Allow list IP addresses for on-premises development tools
- Manually send Aha! Roadmaps records to development tools
Integration guides
- Import data from your development system
- Create an integration template
- Map fields between Aha! Roadmaps and your development system
- Configure links between integrated records
- View integration log messages
- How to diagnose development tool integration log messages
- Convert an integration from 1.0 to 2.0
- Move records with Jira or Rally
- Link records in Aha! Roadmaps with existing records in another system
- Send changes and accept imports from another system
- Resync Aha! Roadmaps with your development tool
- Move a linked record to another workspace
- Map a single Aha! Roadmaps record type to multiple development system record types
- Integrate a single workspace with multiple projects from the same development tool
- Send records in bulk to integrated tools
- Import error: no valid relationship link
Aha! API
Aha! Develop
Apple Calendar
Azure DevOps
- Integrate with Azure DevOps
- Recommended Azure DevOps mappings
- Sync sprints with Azure DevOps
- Azure DevOps Services Error: "Configuration error for 'installed': getaddrinfo: Name or service not known"
- Integrate with Azure DevOps Services or Azure DevOps Server (version 1.0)
- Use the Azure DevOps integration through a web proxy
- Integration guides
Bugzilla
Confluence
Dropbox
Flowdock
FogBugz
GitHub
GitLab
Google Calendar
Google Chat
Google Drive
Jira
- Integrate with Jira
- Detailed Jira integration instructions
- Recommended Jira mappings
- Integrate with Jira Server on-premises
- Migrate from Jira Server to Jira Cloud
- Use the Jira integration through a web proxy
- Integrate with Jira next-gen projects
- Sync sprints between Aha! Roadmaps and Jira
- Track capacity between Aha! Roadmaps and Jira
- Use webhooks for Jira integrations
- When multiple webhooks are needed and why
- Integrate a single Aha! Roadmaps workspace with multiple Jira projects
- Integrate with Jira when each project has one record type
- Map records between Aha! Roadmaps and Jira Core
- Integrate with Jira (version 1.0)
- Jira integration guides
Jira integration troubleshooting
Microsoft Outlook Calendar
Microsoft Teams
Microsoft OneDrive
Pivotal Tracker
Rally
Redmine
Salesforce
- Integrate with Salesforce (Advanced plan)
- Gather customer feedback with Salesforce (Advanced plan)
- Link Aha! Roadmaps and Salesforce records in bulk (Advanced plan)
- Integrate with Salesforce for idea capture (Legacy access)
- Salesforce application release notes
- Import Salesforce links by CSV (Advanced plan)
ServiceNow
Trello
Zapier
Aha! Ideas
Ideas
Introduction
How to
Settings
Workspaces
Idea management
- Introduction to idea management
- Ideas overview page
- Idea visibility
- Ideas prioritization page
- Priorities chart
- Manage submitted ideas
- Idea management notifications
- Emailed ideas
- Proxy votes (Advanced plan)
- Segments (Advanced plan)
- Organizations (Advanced plan)
- Contacts (Advanced plan)
- AI-powered idea exploration (Advanced plan)
Ideas portals
- Introduction to ideas portals
- Configure your ideas portal
- Advanced custom portal design
- Manage ideas portal users
- Import users and data
- Public ideas portal
- Private ideas portal
- Submit-only ideas portal
- Ideas portal weekly summary email
- Display multiple languages in your portal (Advanced plan)
- Create a custom ideas portal domain (Advanced plan)
- Custom pages (Advanced plan)
- Polls (Advanced plan)
- Manage portal spam
Research
- Schedule an empathy session (Advanced plan)
- Prepare an empathy session (Advanced plan)
- Run an empathy session (Advanced plan)
- Introduction to the community feedback widget (Advanced plan)
- Introduction to the polls widget (Advanced plan)
- Introduction to the in-app idea submission widget (Advanced plan)
- Install in-app feedback widgets in your web application (Advanced plan)
- Frequently asked questions about in-app feedback widgets (Advanced plan)
Reports
Documents
- Notes
- Guest access
- AI writing assistant
- Template library
- View Aha! records on whiteboards
- Share documents
- Introduction to whiteboards
- Add and edit whiteboard content
- Advanced whiteboard shapes
- Add media to whiteboards
- The whiteboard toolbar
- Collaborate on whiteboards
- Convert whiteboard content to ideas
- Create wireframes on whiteboards
Collaboration
Account management
Account plans
Billing and users
Security and system requirements
Integrations
Introduction to integrations
Account single sign-on (SSO)
Aha! API
Dropbox
Flowdock
Google Chat
Google Drive
Microsoft OneDrive
Microsoft Teams
Portal single sign-on (SSO)
- Portal SSO | SAML 2.0
- Portal SSO | JSON Web Token
- Portal SSO | OpenID Connect
- Portal SSO | Google Cloud Identity
- Portal SSO | Salesforce
- Portal SSO | OneLogin
- Portal SSO | Microsoft Azure Active Directory (Azure AD)
- Portal SSO | Microsoft Active Directory Federation Services (ADFS)
- Share your SSO configuration between ideas portals (Advanced plan)
- Portal SSO | Troubleshoot single sign-on issues
Salesforce
ServiceNow
Zapier
Aha! Notebooks
Notebooks
Introduction
Settings
Use Aha! Notebooks
- My work
- To-dos
- Documents
- Notes
- Templates
- Text editor
- Keyboard shortcuts
- AI writing assistant
- Share documents
- Guest access
- Workspaces (Advanced plan)
- Comments (Advanced plan)
- Introduction to whiteboards
- The whiteboard toolbar
- Add and edit whiteboard content
- Advanced whiteboard shapes
- Add media to whiteboards
- Collaborate on whiteboards
- Create wireframes on whiteboards
Account management
Account plans
Billing and users
Security and system requirements
Aha! Develop
Develop
Introduction
Settings
- Account profile settings
- Account billing settings
- Account customization settings
- Team settings
- Team status automation settings (Develop Advanced)
- Team import settings
- Personal settings
- Shortcuts
- Import data from a CSV file
- Import notes from Confluence
- Import Trello cards and lists
- Automation (Advanced plan)
Extensions
- Introduction to extensions
- Extension library
- Build your first extension
- Build your first importer extension
- Create an extension
- Extension contribution types
- Importer extension contributions
- View extension contributions
- Command extension contributions
- Event handler extension contributions
- Endpoint extension contributions
- Settings extension contributions
- Store extension data
- Write extension contribution code
- Install an extension
- Debug an extension
- Package.json file format
- Extension API reference
- CLI reference
- GraphQL API
- Model API
- Extension fields
- Extensions security model
Plan
Documents
- Notes
- Guest access
- Template library
- The text editor
- AI writing assistant
- View Aha! records on whiteboards
- Share documents
- 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
- Create wireframes on whiteboards
Collaboration
Reports
- Introduction to reports (Advanced plan)
- Velocity report (Advanced plan)
- Throughput report (Advanced plan)
- Cycle time report (Advanced plan)
- Burndown chart (Advanced plan)
- Delivery risk report (Advanced plan)
- Value delivered report (Advanced plan)
- Work delivered report (Advanced plan)
- Sprint retrospective report (Advanced plan)
- Report on workspace documents
Customizations
Account management
Account plans
Billing and users
Security and system requirements
Single sign-on (SSO)
Integrations
Aha! API
Aha! Roadmaps
Dropbox
GitHub
Google Drive
Microsoft OneDrive
ServiceNow
- Gain executive alignment on your product roadmap
- How to build your 2024 product roadmap
- Is bad capacity planning destroying your roadmap?
- Boost customer research with AI
- How to integrate with Salesforce
- One place for your product notes and whiteboards
- Better ways to track dependencies
- Explore the world of advanced reporting
- Create reports like a product pro
- Aha! and Pragmatic Marketing = Product management success
- How to integrate with Jira
- Learn the newest way to score features
- How to keep product managers and engineers in sync
- Build impressive roadmaps with the right details
- Understand the customers behind the ideas
- Build your best roadmap presentation
- The best new ways to gather feedback
- Create a beautiful ideas portal
- Say "yes" or "no" to features
- Organize your work with custom layouts
- Build interactive dashboards
- Manage big plans with the new Gantt chart
- Advanced features for complex work
- 3 most popular new roadmap features
- How to create the perfect workflow
Comments
Every major record type in your Aha! account includes a comments section. You can use it to create the perfect message by including tables, adding attachments, and reacting with emojis.
You can even go a step further and comment inline on text or images.
User permissions
Aha! Roadmaps
Aha! Ideas
Aha! Develop
Click any of the following links to skip ahead:
Comment user permissions
Add a comment
Add an emoji reaction
Add attachments
Add comments directly to images
Add in-line comments to notes
Add in-line comments to whiteboards
Manage comment notifications
Inline comments and integrations
Comment user permissions
To interact with the comments section on a record type, you must have the following user permissions.
Viewer
Reviewer
Contributor
Workspace / Team owner
Administrator, account permissions
View comments
X
X
X
X
X
View inline comments that @mention them specifically
X
X
X
X
X
Create comments
X
X
X
X
Add emoji reactions
X
X
X
X
Create or resolve inline comments
X
X
X
X
Add a public comment to an idea
X
X
X
Edit another user's comment
X
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Add a comment
To add the first comment on a record, click the Comments tab on almost any record in your Aha! account, then click Add comment.
To add a comment to an existing thread, begin writing your comment in the text box at the bottom of the thread.
Customize your message using the tools located in the toolbar. To learn more about editing text using the toolbar, check out our support article on the Aha! text editor.
Comments can be edited and deleted. To edit a comment, hover over the comment until the text box is highlighted. Click the text box to begin editing the comment. To delete a comment, click the Delete link in the comment header.
To directly reach out to a fellow Aha! account user in a comment, you can type the @ key followed by the userās name. This will send a notification to the user with your comment. You can also link to an Aha! account record by typing the # key followed by the first few characters of the record.
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Add an emoji reaction
Emoji reactions are used for a more visual and fun collaboration experience that encourages lightweight feedback.
To add an emoji reaction, click the Add emoji icon on a comment and choose an emoji. If another user has already added an emoji that you agree with, click the emoji to increase the reaction count. To see the names of users who reacted, hover over an emoji.
For example, you might add a trophy or a checkered flag to celebrate a new feature. Show gratitude for your team with a thumbs up or raised hands emoji. Or just add a simple smile emoji to indicate that you acknowledge and appreciate a comment from one of your teammates.
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Add attachments
To add an attachment to your comment, click Attach files and select the file you wish to attach. You can choose files from your local machine or select from one of our file storage integration options (Box, Dropbox, Google Drive, or Microsoft OneDrive).
If your Aha! account was created before February 1, 2023, you can also click Create mockup to add a customized mockup to your comments.
You can convert a comment attachment into a record attachment by clicking the star icon that appears in the top-left corner of the attachment thumbnail image.
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Add comments directly to images
Leave precise feedback by commenting directly on the image attachments. Users can reply to these comments, keeping the conversation organized around specific points on the image.
Image files need to be .png, .jpg, or .gif.
To comment on an image:
Open an attachment and click the View and add comments icon located on the top of the image preview modal.
Click anywhere on the attachment to start a conversation ā clicking on the image will add a numbered orange dot to the location of your comment. Add your first comment to start a conversation and click Save comment.
When the reason for your conversation has been addressed and/or sufficiently discussed, click the Resolve button located on the header of the conversation. When you resolve a conversation, the color of the numbered dot changes from orange to green. Comments are still accessible after a conversation has been resolved.
The count that appears on the View or add comments icon and the attachment preview icon indicates the number of unresolved conversations on your attachment.
If you created your Aha! account before February 1, 2023, you can also comment on mockups. The comments will remain on the attachment as changes are made to the mockup.
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Add in-line comments to notes
The most effective way to leave feedback on text? Comment inline and start a conversation thread. Much like the ability to add comments to images, you can use inline comments on text to focus collaboration.
You need to be an owner or contributor to add or resolve inline text comments. Viewers can see comments that @mention them specifically, but they cannot respond to or resolve them.
You can comment inline on any text in a note, note custom field, the cell of a table, or any text in a record's description field. You cannot inline comment on the text in comments, or a record's create modal.
To add an 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.
Inline comments have access to the full text editor, so feel free to format your text, @ and #mention Aha! users and records, add and color tables, or insert images.
Click Resolve to resolve your comment. Resolved comments disappear from the list of comments unless you choose to show them by checking the Show resolved checkbox. (You can hide them again by unchecking that box.) If you choose to show resolved comments, text highlighted and underlined in green will indicate a resolved comment, and you will see a collapsed list of resolved comments in the Comments sidebar. If you reply to a resolved comment, it will become unresolved again.
Through the More options button, you can also Copy or Delete your comment.
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Add in-line comments to whiteboards
Adding comments to your whiteboard can provide an avenue for team members and stakeholders to share their thoughts, provide feedback, and engage in thoughtful discussions ā strengthening asynchronous collaboration. Add comments to individual objects to add feedback about something specific, or add comments to a general area of a whiteboard to weigh in on broader themes.
Select the Comment icon at the bottom of your screen and click anywhere on your whiteboard to start a conversation. This will add a numbered orange dot to the location of your comment. Use the text editor to type out your first comment to start a conversation and click Save comment. You can also add a comment to a specific object on your whiteboard by selecting the object and clicking the Comment icon in its toolbar.
Comments will appear in numbered order in the right sidebar of your whiteboard. You can turn a comment into a threaded conversation by replying to it.
When your conversation has been addressed or sufficiently discussed, click the Resolve button located on the header of the conversation. When a comment is resolved, the color of the numbered dot will change from orange to green.
View comments
Users accessing your whiteboard from guest accounts will not see or be able to add comments to your whiteboard.
Anyone with access to your whiteboard can view the comments that users have added to it. Comments will appear in the sidebar on the right of your screen. It will be collapsed by default ā but you can click the << icon to open it. If there are unresolved comments on your whiteboard, a Comment icon with an orange dot will show here as well.
All unresolved comments will appear in the sidebar. Check the box next to Show resolved in your Comments side panel to show all resolved comments.
Click a comment in the Comments sidebar to navigate to the area of it the whiteboard it is added to. Likewise, click an orange numbered dot on your whiteboard to navigate to its corresponding comment in the Comments sidebar.
More options
Comments are a great way to start a conversation ā and sometimes they are worth sharing individually. The More options menu on each comment enables you to do a few useful actions:
Cut objects cuts the comment so it can be repasted elsewhere on your whiteboard.
Paste objects pastes a comment you have previously cut from another area of your whiteboard.
Copy link to object copies a directly link to your comment that you can share with someone. When they click it, it will direct them to the area of the whiteboard that where the comment is added.
Group objects groups comments when you have multiple comments selected.
Ungroup objects ungroups comments that have been previously grouped.
Lock will lock a comment to your whiteboard or an object so it cannot be moved.
Delete will remove a comment completely.
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Manage comment notifications
Comment notifications work a little differently depending on what type of comment you leave. For comments that are not inline comments:
When you add a comment, you are automatically added as a subscriber to the comment thread and a watcher on the record. As a subscriber, you will be notified of any comments that are made on the thread. To add or remove yourself as a subscriber, you can click the Subscribe / Unsubscribe button in the bottom corner of the comment thread. You can also add or remove yourself as a watcher. Notifications for subscribers can be further customized at Settings āļø Personal Notification preferences.
When you @mention someone in a comment, the user you mention in the comment will receive a notification and become a subscriber on the comment thread.
If an administrator edits someoneās comment, notifications will be sent to users watching the record or subscribed to the comment stream.
When you add an emoji reaction to a comment, no notification is sent. Emoji reactions are also not logged in the history of a record.
Inline comment notifications work just like notifications throughout your Aha! account ā if a user creates, is @mentioned, or interacts with an inline comment thread, they are notified about changes to that comment thread. If a user is a watcher on the record where comments are taking place, then they are notified about all changes to comments on that record.
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Inline comments and integrations
Inline comments on text are wonderful āĀ but can cause difficulty when you try to send inline comments from your Aha! account through an integration to a tool that does not have the UI to display those comments. To avoid this problem, your Aha! account will instead send a link to the Aha! inline text comment to the integrated tool. Users who click that link will be taken back to the comment in the Aha! account.
You can send links to inline text comments from your Aha! account to any tool with a 2.0 integration. Please see this article if you are still using a 1.0 integration and would like to convert it to a 2.0 version.
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