Note templates bring consistent structure to your documentation. Use the whiteboard and note templates in your template library for sprint planning, creating meeting agendas, PI planning, and more. You can access your template library and instantly add a new template to team or team notes.
Click any of the following links to skip ahead:
Create a new note from a template
Click Add from your team or personal notes. Then click Use a template to open the template library. Templates will be listed in alphabetically order, but you can use search if you are looking for something specific. Use the Categories listed on the left side of your template library to find templates to support a specific purpose.
If you have created custom team note templates in your team settings, you will find them in the Workspace category.
Click a template to see more details. From here, you can click Use template to add it instantly or Learn more to view detailed guidance and best practices on using it.
Add a template to an existing note
If you are already editing your note, you can add a note template to your existing draft. Click the More options menu in the text editor's toolbar and select Template to access the template library. Find the template you want to add and click Use template to add it wherever your cursor is in your draft.
Team owners and contributors can access the template library from team notes. Any user can access the template library from their personal notes.
Create a new note template
If you are a team owner, you can create custom note templates for your teams. Contributors can create notes from existing templates.
Shared note templates are customizable using the Aha! text editor, so you can add tables, images, videos, and even Aha! views.
To create a new note template, navigate to Settings ⚙️ -> Team -> Document templates. Then click Add document templates and click Note.
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To create a note template from a note you are currently editing, select the More options menu in the upper right corner of the note and select Save as template. Then enter a name for the template and click Create template.
You can only create templates from team documents.
You can find all custom note templates created in your account in the Workspace section of the Aha! template library.