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.
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Folders
Folders are a simple way to keep your notes organized.
To add a folder, click Add and select Folder from your team or personal documents. Name your new folder, then drag and drop it into the desired place in your document hierarchy.
If you want to include a description, try using parent and child notes in your document hierarchy.
To add a document to your folder, select your folder and then choose the type of document you want to add. Drag and drop existing notes to move them into a folder.
Parent and child notes
Parent and child notes are organized just like systems of folders. The only difference is that instead of having a folder as a container for a group of notes, one note serves as a parent note with child notes nested below it, setting up a nested hierarchy. This is useful when you want to include specific directions or details to a group of notes for context.
To nest one note under another, click it and drag it on top of another document.
To remove a note from a parent-child relationship, click it and drag it to a new location.
Reorder notes
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.
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.
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.
Sort notes
You can quickly sort a folder's contents to keep your documents organized. Right-click a folder or parent document to sort its contents by Name or Date created.
Note collections and standalone notes
Organizing your notes is just the first step. As you build out the team and personal notes in your Aha! account, your notes hierarchy can become quite complex.
Instead of scrolling through a hierarchy expanding every parent note, click on a parent note or folder 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.
Move notes to another workspace or team
Use the More options button on notes to move them between workspaces or teams. You can also use the More options button on a personal note if you want to move it to a workspace or team. If you move the note at the top of a hierarchy tree, all child notes move as well.
You can also move a team note to a personal note. Instead of choosing Move to team from the Move note menu, select Move to personal notes.