Aha! Whiteboards | Custom templates

Every team works differently. You may find that the built-in templates in your template library are perfect for team's workflow — but you may need a template more closely catered to your team's objectives and preferences. If you are an Whiteboards Advanced plan customer, you can create a custom whiteboard template to have the perfect blueprint for your meeting, activity, or workflow that you can use to drive consistency across your workspace. Or create a personal template catered specifically to your needs.

Click any of these links to skip ahead:

Workspace templates
Personal templates

This article discusses functionality that is included in the Aha! Whiteboards Advanced plan. Please contact us if you would like a live demo or want to try using it in your account.

Workspace templates

You will need contributor permissions to create a workspace whiteboard template.

To create a new template, navigate to Settings ⚙️ Workspace Document templates. Then click Add document templates.
To create a template from a whiteboard you are currently editing, select the More options menu in the upper right corner and select Save as template. Then enter a name for the template and click Create template.

Once added, you will find custom templates in the Workspace section of the template library.

Read this article for a step-by-step walkthrough of creating and refining a custom whiteboard template.

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Personal templates

You will need contributor permissions to create personal document templates, but it does not matter which workspace you have access to — personal document templates are part of your My work page and personal settings.

To create a new personal template, navigate to Settings ⚙️ Personal Document templates. Then click Add document template.
To create a template from a whiteboard you are currently editing, select the More options menu in the upper right corner of the whiteboard and select Save as template. Then enter a name for the template and click Create template.

Once added, you will find custom templates in the Personal section of the template library. Personal templates will be available in the template library whether you access it from your My work page or from workspace documents. You will not be able to see personal documents that other users in your Aha! account have created.

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