Notes are excellent tools for collaboration and documentation, so it often makes sense to add Aha! views directly to a note. From reports and collaborative whiteboards to view extension contributions from extensions such as Figma, Invision and Adobe XD, you can bring context to your documentation that updates in realtime.
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Add Aha! views to notes
Workspace owners, contributors, and reviewers can add Aha! views to notes.
Aha! Knowledge Advanced plan subscribers can publish saved views that have been embedded in notes to a live knowledge base. Please contact us if you would like a live demo of Aha! Knowledge Advanced or want to try using it in your account.
To do this, click the More + dropdown and select Add Aha! view. From there, choose to Use existing report to add an Aha! view or Add Develop extension panel to embed a view from an extension with view extension contributions.
When you add one an Aha! Develop view to a note, Aha! Develop 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! Develop data will be reflected in either view.
Extension panels you add respect the permissions set in the external tool. This means, for example, that a publicly shared design will be visible to all users, while a privately shared design will require users to be logged into the service.
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 in accounts integrated with Aha! Roadmaps — choose to show the chart's Legend.
Embed whiteboards 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.