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Aha! Knowledge
Support articles
Documents
Manage documents

Manage documents

Aha! Knowledge

Organize documents
Control workspace document access
Export documents
Tags
Templates
History
Copy or move documents
Snippets
Create an Aha! record from highlighted text
Snippets
Create an Aha! record from highlighted text
Organize documents

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Aha! knowledge base

Overview

Introduction to the Aha! suite of product development tools

Introduction to the product value score

Compare Aha! product plans

Introduction to the AI assistant

AI assistant FAQ

AI assistant capabilities by Aha! product

Example AI requests

AI prompt library

AI credits

AI prompt library

AI requests

Acceptance criteria

Approaches to consider

Change log

Competitive analysis

Customer interview analysis

Dashboard executive summary

Feature prototype

Feature scoring

Effort estimation

Feature how-to article

Feedback prioritization

Idea themes

Idea prioritization summary

Image generation

Initiative progress

Initiative related ideas

Interview related ideas

Interview script generation

Launch checklist

Meeting summary

Presentation preparation

Prototype for a popular idea

Release progress

Report progress summary

Solution brainstorming

Strategic goals

Strategic initiative suggestions

Test plan

Top current product ideas

AI instructions

External communication style guide

Goal format

Interview script format

AI agents

Change impact report

Feature definition

Feature prioritization

Market assessment

Persona alignment

Product requirements document

Release backlog refinement

Roadmap alignment

Whiteboard brainstorm analysis

User flow whiteboard diagram

Getting started

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

How to

How to create a custom whiteboard template

How to build an early-stage roadmap using whiteboards

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 documents into your workspace

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

How to build a process diagram

How to prioritize ideas for an organization

Imports

Workspace import settings

Import data from a CSV file

Import documents from Confluence

Import Microsoft Word documents

Import documents with the Aha! Knowledge Chrome extension

Import documents from ProProfs Knowledge Base

Import whiteboards from Miro

Import PDF documents

Support articles

Best practices for linking your work to strategy

Best practices for tracking OKRs

Best practices for configuring Aha! to support SAFe®

Best practices for configuring Aha! to support the Pragmatic Framework

Best practices for tracking product development risks

Best practices for managing cross-functional requests

Best practices for setting product strategy

Best practices for capturing and prioritizing customer ideas

Best practices for launching your ideas portal

Best practices to drive engagement in 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

Best practices for product operations teams

Stakeholder alignment

Best practices for stakeholder alignment: Set product strategy

Best practices for stakeholder alignment: Review customer feedback

Best practices for stakeholder alignment: Prioritize the best ideas

Best practices for stakeholder alignment: Create your product roadmap

Best practices for stakeholder alignment: Manage product launches

Best practices for stakeholder alignment: Communicate roadmap progress

Introduction to the AI assistant

AI assistant capabilities in Aha! Roadmaps

AI assistant FAQs

Draft text with the AI assistant

Improve text with the AI assistant

Draft release notes with AI

Create interactive prototypes with AI

AI prompt library

Settings

Personal settings

Account settings

Account billing settings

Account customization settings

Account ideas settings

Workspace settings

Workspace ideas settings

Workspace Aha! Teamwork / Aha! Develop settings

Workspace import settings

Integration settings

Manage your workspace settings

Workspaces

Workspaces and workspace lines

Workspace types

Differences between workspace types

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

Create a single-workspace hierarchy

Create a multi-workspace hierarchy

Create a portfolio hierarchy

Workspace templates (Enterprise+)

Archive or delete a workspace or workspace line

How to define your product workspace

Move workspaces to a new workspace line

Duplicate workspace and workspace line prefix error

Files

Strategy

Introduction to strategy

Vision

Strategic models

Strategic models: Custom templates

Strategic models: Aha! business model canvas

Strategic models: Lean canvas

Strategic models: SWOT analysis

Strategic models: Porter's 5 forces

Strategic models: Segment profile

Strategic models: 10Ps marketing matrix

Positioning

Creative briefs

Personas

Competitors

Competitor threat scorecards

Goals

Link goals to other record types

Initiatives

Initiatives prioritization page

Prioritize and track strategic initiatives

Link initiatives to other record types

Capacity planning

Getting started with capacity planning (Enterprise+)

Individual capacity planning

Configure team capacity planning (Enterprise+)

Estimate work for capacity planning (Enterprise+)

Individuals capacity report

Team capacity report (Enterprise+)

Resolve capacity conflicts (Enterprise+)

Troubleshoot missing records on the team capacity report (Enterprise+)

Releases

Introduction to releases

Release dependencies

Release templates

Release retrospective report

Roadmap planning scenarios

Calendars

How the release start date is determined

Move records from one workspace to another

Portfolio releases

Roll-up releases

Release dates and feature capacity

Draft release notes with AI

Create a release

Add features, phases, and milestones to a release

Calculate release and release phase dates

Customize the Gantt view

Group features by epic on a Gantt chart

Release and epic view options

Visualize your Gantt chart in other reports and roadmaps

Track Gantt chart change history

Copy an existing release

Complete a release

Share a release

Ideas

Introduction to ideas

Ideas portal settings

Ideas prioritization page

Submit-only ideas portal

Private ideas portal

Public ideas portal

Ideas overview page

Ideas board

Ideas chart page

Create a central workspace to manage all ideas

Introduction to themes

How promoted record status drives idea status

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

Portal notification emails

Troubleshoot portal notification emails

Ideas portal weekly summary email

Manage portal spam

Manage submitted ideas

Customize ideas

Promote ideas directly to your roadmap

Merge ideas

Pin ideas

Respond publicly to users

Report on trending ideas

Ideas portal users

Invite portal users

Manage portal users

Aha! Ideas Advanced plan features

Legacy access to Aha! Ideas Advanced plan features

Capture ideas with the Google Chrome extension

Ideas portals single sign-on (SSO)

Portal SSO | SAML 2.0

Portal SSO | OpenID Connect

Portal SSO | JSON Web Token

Portal SSO | Google Cloud Identity

Portal SSO | OneLogin

Portal SSO | Entra ID

Portal SSO | Okta

Portal SSO | Microsoft Active Directory Federation Services (ADFS)

Portal SSO | Salesforce

Portal SSO | Link portal users to organizations (Advanced plan)

Portal SSO | Troubleshoot single sign-on issues

Features

Introduction to features

Introduction to epics

Introduction to requirements

Features prioritization page

Tips for managing and prioritizing features

User story maps

Mockups

Copy, move, or bulk edit features

When to use initiatives vs. epics

Convert features to other record types

Carry custom field values from requirements to features

Estimate effort using custom scorecards

Add feature start and due dates

Release dates and feature capacity

Create templates for features and requirements

Should I put bugs on my product roadmap?

Customize feature cards

Use epics across releases and workspaces

Move records from one workspace to another

Roadmaps

Introduction to roadmaps

Choose the right visual reports and roadmaps for your stakeholders

Starter roadmap

Now, Next, Later roadmap

Features roadmap

Strategy roadmap

Portfolio roadmap

Visualize progress on roadmaps

Share a roadmap without firm dates

Analytics

Introduction to analytics

Dashboards

Reports overview page

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

Product value report

Individuals capacity report

Dependency report

Hierarchy report

Bulk edit records

Report on workspace documents

Report on a record's time in status

Audit changes to your roadmap

Knowledge

Documents

Control workspace document access

Frameworks

Meetings

Share documents

Draft text with the AI assistant

Improve text with the AI assistant

Template library

Import documents from Confluence

Import Microsoft Word documents

Add header images to documents and folders

Notes

Text editor

Text editor toolbar

Style text

Add and modify tables

Track history and restore historical versions

Comment and collaborate on text

Add and comment on media

Notes

Expandable content sections

Link cards

Add media to notes

Add Aha! views and whiteboards to notes

Lock note editing

Share and export your notes

Snippets

Create an Aha! record from highlighted text

Knowledge bases

Knowledge base accessibility best practices

Report on knowledge bases (Aha! Knowledge Advanced)

Whiteboards

Introduction to whiteboards

The whiteboard toolbar

Add and edit whiteboard content

Advanced whiteboard shapes

Add media to whiteboards

Collaborate on whiteboards

Aha! shapes

Smart zones

Convert whiteboard content to Aha! records

View Aha! records on whiteboards

Export a Gantt view to a whiteboard

Create dependencies from a whiteboard

Create Jira issues from your whiteboard

Add Jira records to whiteboards

Add ADO work items to whiteboards

Create a whiteboard presentation

Embed a whiteboard

Introduction to presentations

Create and manage presentation themes

Manage presentation security

Edit your presentation

Annotate presentation slides

Add, duplicate, or remove slides

Adjust presentation slide images

Adjust tables in presentation slides

Add headers and footers to presentation slides

Deliver your Aha! presentation

Aha! views in presentation slides

Apply a theme to an Aha! presentation

Publish a presentation

Publish a presentation to a secure webpage

Use web controls for Aha! presentations

Publish an Aha! presentation to a PDF

Slide transitions in Aha! presentations

Interactive views in Aha! presentations

Aha! view update frequency in presentations

Custom branding in presentations

Embed your presentation in another webpage

Manage presentation access

Add collaborators to a presentation

Change presentation ownership

Web presentation security

To-dos

Watchers

Comments

How to use @ and # mentions

How to share Aha! Roadmaps views externally

What to do if you cannot export PDFs while using the Chrome browser

Improve email reception

Work requests (Enterprise+)

Saved views

Create saved views

Access saved views

Turn saved views into workspace defaults

Export saved views to whiteboards

Share saved views as webpages

Schedule email delivery of saved views

Export saved views to Microsoft Powerpoint

Record management

My work

Create record links

Search

History

Shortcuts

Automation (Enterprise+)

Tags

Statuses and workflows

Custom feature types

Record description templates

Workflow approvals

Scorecard equations

Automated scorecard metrics (Enterprise+)

Merge custom fields together

Convert custom fields to different field types

Advanced custom layouts (Enterprise+)

Manage at-risk work

Report on at-risk work

Custom worksheets (Enterprise+)

Custom equation functions and operators

Filter arrays with logical operators

Introduction to advanced equations

Field identifiers for advanced equations

Reference Aha! Roadmaps fields in custom worksheet equations (Enterprise+)

Custom tables (Enterprise+)

Link custom tables to each other (Enterprise+)

Use custom tables to manage strategic opportunities

Track special customer information

Aha! Develop connection

Connect with Aha! Develop (Advanced plan)

Aha! Develop connection overview

Aha! Develop connection best practices

Aha! Develop connection reporting

Aha! Develop connection account configuration

Aha! Develop connection workflows

Aha! Develop connection capacity planning

Team status mapping

Unified backlog management

Enterprise+ functionality in the Aha! Develop connection

Record types in the Aha! Develop connection

User permissions in the Aha! Develop connection

Report on Aha! Develop records in Aha! Roadmaps

Mobile

Get the mobile app

Use the mobile app

Account management

Enterprise+ plan features

Compare Aha! product plans

Payment options

Change your plan

Billing and users

User permissions

Add or remove paid seats

Manage account billing

Monitor your account activity (Enterprise+)

Custom roles (Enterprise+)

Account merge and migration services

Sales tax

Cancel your subscription

Delete your Aha! account

Account single sign-on (SSO)

Account SSO | SAML 2.0

Account SSO | Google Cloud Identity

Account SSO | Okta

Account SSO | OneLogin

Account SSO | Microsoft Entra ID

Account SSO | Microsoft Active Directory Federation Services (ADFS)

Account SSO | Bitium

Troubleshoot single sign-on issues

Security and system requirements

Back up your account (Enterprise+)

Enable IP address based access control (Enterprise+)

Export and back up your data

Supported browsers

Troubleshoot ad blocker and antivirus software issues

Integration guides

Integrate with your calendar application

Create multiple development tool integrations for a single workspace

Manage your integrations

How to think about integrating Aha! Roadmaps with your development tool

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

Integrate one workspace with multiple third-party systems

Allow list IP addresses for development tools

Manually send Aha! Roadmaps records to development tools

Aha! API

Integrate with activity webhooks

Integrate with integration webhooks

Integrate with security webhooks (Enterprise+)

REST API

Integrate with Apple Calendar

Asana

Integrate with Asana

Asana Integration guides

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

Azure DevOps integration guides

Box

Integrate with Box

Bugzilla

Integrate with Bugzilla

Confluence

Integrate with Confluence

Dropbox

Integrate with Dropbox

Flowdock

Integrate with Flowdock

FogBugz

Integrate with FogBugz

GitHub

Integrate with GitHub

Integrate with GitHub Enterprise

Create a GitHub integration template

Integrate with GitHub commit

Integrate with GitHub (version 1.0)

Github integration guides

GitLab

Integrate with GitLab

Google Calendar

Integrate with Google Calendar

Google Chat

Integrate with Google Chat

Integrate with 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

Capacity planning errors

Duplicate data errors

Integration authentication errors

Integration configuration errors

Migrating records or servers

Record update errors

Trouble creating records

Trouble configuring links between record types

User errors

Microsoft OneDrive

Integrate with Microsoft OneDrive

Microsoft Outlook Calendar

Integrate with Microsoft Outlook Calendar (Office 365)

Microsoft Power BI

Integrate with Microsoft Power BI (Enterprise+)

Microsoft Teams

Integrate with Microsoft Teams

Rally

Integrate with Rally

Integrate with Rally milestones

Sync estimates between Aha! Roadmaps and Rally

Integrate with Rally (version 1.0)

Rally integration guides

Redmine

Integrate with Redmine

Salesforce

Integrate with Salesforce for idea capture (Legacy access)

ServiceNow

Integrate with ServiceNow

Slack

Integrate with Slack

Send activity to Slack

Create and comment on Aha! records from Slack

Create records from Slack (legacy version)

Send activity to Slack (legacy version)

Smartsheet

Integrate with Smartsheet

Trello

Integrate with Trello

Import Trello cards and lists

Integrate with Trello (version 1.0)

Trello integration guides

Zapier

Integrate with Zapier

Getting started

Get started with Aha! Discovery

Supported browsers

Troubleshoot ad blocker and antivirus software issues

Imports

Import participants

Import meetings

Import Microsoft Teams meetings

Import Zoom meetings

Import Webex meetings

Import Google Meet meetings

Import GoTo Meeting meetings

Import Gong recordings

Support articles

Introduction to the AI assistant

AI assistant capabilities in Aha! Discovery

AI assistant FAQs

AI-powered transcript analysis

Analyze customer research with the AI assistant

Draft text with the AI assistant

Improve text with the AI assistant

Create interactive prototypes with AI

AI prompt library

Settings

Personal settings

Account settings

Account billing settings

Account customization settings

Account discovery settings

Workspace settings

Workspaces

Workspace hierarchy

Archive or delete a workspace

Studies

Introduction to studies

Introduction to scheduling

Create a scheduling page

Interviews

Introduction to interviews

AI interview transcription

Capture interview highlights

Highlights list report

Clips

Responses

Tags

AI-powered transcript analysis

Calendar

Calendar page overview

Introduction to participants

Messages

Introduction to macros

Messages page overview

Insights

Insights report

Reports

Reports tab

Save and share reports

Documents

Documents

Organize documents

Add a link or PDF to documents

Template library

Notes

Create an Aha! record from highlighted text

Add media to notes

Link cards

Expandable content sections

Whiteboards

Introduction to whiteboards

The whiteboard toolbar

Add and edit whiteboard content

Advanced whiteboard shapes

Add media to whiteboards

Collaborate on whiteboards

Visualize interview highlights on a whiteboard

Create a whiteboard presentation

Embed a whiteboard

Record management

Text editor toolbar

Style text

Add and modify tables

Draft text with the AI assistant

Improve text with the AI assistant

Search

Merge custom fields together

Convert custom fields to different field types

Aha! product connection

Link customer research to your product roadmap

Turn research insights into Aha! records

Share records between products

Share documents between products

Link customer research to personas

Account management

Advanced plan features

Payment options

Change your plan

Billing and users

User permissions

Add or remove paid seats

Manage account billing

Sales tax

Delete your Aha! account

Cancel your subscription

Account single sign-on (SSO)

Account SSO | SAML 2.0

Account SSO | OneLogin

Account SSO | Microsoft Active Directory Federation Services (ADFS)

Account SSO | Microsoft Entra ID

Account SSO | Bitium

Account SSO | Okta

Account SSO | Google Cloud Identity

Troubleshoot single sign-on issues

Google Calendar

Integrate with Google Calendar

Microsoft Outlook

Integrate with Microsoft Outlook

Microsoft Teams

Integrate with Microsoft Teams

Salesforce

Integrate with Salesforce

Salesforce application release notes

Salesforce integration troubleshooting

Zoom

Integrate with Zoom

Aha! Ideas

Getting started

Run a successful Aha! Ideas trial

Get started with your new account

Invite users to your Aha! Ideas account and portals

Customize your ideas portal

Import data into your account and portals

Supported browsers

Troubleshoot ad blocker and antivirus software issues

How to

How to customize your ideas portal

How to add a custom field to proxy votes (Ideas Advanced)

How to identify and prioritize high-value ideas

How to add a filter to your ideas portal

How to bulk edit and delete votes

Imports

Import data from a CSV file

Import notes from Confluence

Import users and data

Import documents with the Aha! Knowledge Chrome extension

Import whiteboards from Miro

Import PDF documents

Support articles

Introduction to the AI assistant

AI assistant capabilities in Aha! Ideas

AI assistant FAQs

AI-powered idea exploration (Advanced plan)

Analyze ideas with AI (Advanced plan)

Identify similar ideas with AI (Advanced plan)

Draft text with the AI assistant

Improve text with the AI assistant

Create interactive prototypes with AI

AI prompt library

Settings

Personal settings

Account settings

Account billing settings

Account customization settings

Workspace settings

Workspace ideas settings

Workspace import settings

Integration settings

Shortcuts

Automation (Advanced plan)

Workspaces

Create a workspace hierarchy

Archive or delete a workspace

Manage all ideas from one workspace

Idea management

Introduction to idea management

Ideas overview page

Ideas board

Idea visibility

Ideas prioritization page

Priorities chart

Introduction to themes

Portal notification emails

Troubleshoot portal notification emails

Proxy votes (Advanced plan)

Segments (Advanced plan)

Organizations (Advanced plan)

Contacts (Advanced plan)

AI-powered idea exploration (Advanced plan)

Salesforce opportunity report (Advanced plan)

Analyze ideas with AI (Advanced plan)

Identify similar ideas with AI (Advanced plan)

Capture ideas with the Google Chrome extension

Manage submitted ideas

Customize ideas

Merge ideas

Pin ideas

Respond publicly to ideas portal users

Report on trending ideas

Introduction to ideas portals

Ideas portal settings

Advanced custom portal design

Public ideas portal

Private ideas portal

Submit-only ideas portal

Portal comments

Ideas portal weekly summary email

Dynamic idea submission forms (Advanced plan)

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

Ideas portal users

Invite portal users

Manage portal users

Ideas portals 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 | Entra ID

Portal SSO | Okta

Portal SSO | Microsoft Active Directory Federation Services (ADFS)

Share your SSO configuration between ideas portals (Advanced plan)

Portal SSO | Link portal users to organizations (Advanced plan)

Portal SSO | Troubleshoot single sign-on issues

Research

Polls widget (Advanced plan)

Idea submission widget (Advanced plan)

In-app feedback widget installation (Advanced plan)

In-app feedback widget FAQs (Advanced plan)

Reports

Introduction to reports

Reports overview

Charts (Advanced plan)

Pivot tables (Advanced plan)

Bulk edit records

Dashboards

Custom equation functions and operators

Perform calculations on data in list reports

Report on workspace documents

Report on an idea's time in status

Knowledge

Documents

Share documents

Template library

Draft text with the AI assistant

Improve text with the AI assistant

Meetings

Add header images to documents and folders

Create an Aha! record from highlighted text

Notes

Notes

Link cards

Expandable content sections

Add media to notes

Add Aha! views and whiteboards to notes

Lock note editing

Add and modify tables

Share and export your notes

The text editor

Text editor toolbar

Style text

Track history and restore historical versions

Comment and collaborate on text

Add and comment on media

Whiteboards

Introduction to whiteboards

The whiteboard toolbar

Add and edit whiteboard content

Add media to whiteboards

Collaborate on whiteboards

Aha! shapes

Smart zones

Advanced whiteboard shapes

Embed a whiteboard

Create a whiteboard presentation

View Aha! records on whiteboards

Convert whiteboard content to ideas

To-dos

Comments

How to use @ and #mentions

Watchers

Improve email reception

Saved views

Record management

Link ideas to each other

Search

User and record history

Tags

Statuses and workflows

Aha! Ideas scorecards

Configure workflow approvals

Merge custom fields together

Dynamic idea submission forms (Ideas Advanced)

Convert custom fields to different field types

Mark certain fields read-only in custom layouts

Account management

Advanced plan features

Payment options

Change your plan

Export and back up your data

Billing and users

User permissions

Add or remove paid seats

Manage account billing

Sales tax

Cancel your subscription

Delete your Aha! account

Account single sign-on (SSO)

Account SSO | SAML 2.0

Account SSO | Google Cloud Identity

Account SSO | OneLogin

Account SSO | Microsoft Entra ID

Account SSO | Microsoft Active Directory Federation Services (ADFS)

Account SSO | Bitium

Account SSO | Troubleshoot single sign-on issues

Account SSO | Okta

Introduction to integrations

Create an integration template

View integration log messages

Send records in bulk to integrated tools

Map fields between your Aha! account and your development system

Aha! API

REST API

Integrate with activity webhooks

Box

Integrate with Box

Dropbox

Integrate with Dropbox

Flowdock

Integrate with Flowdock

Gainsight

Integrate with Gainsight

Google Chat

Integrate with Google Chat

Integrate with Google Drive

Jira

Integrate with Jira for Ideas (Advanced plan)

Jira troubleshooting

Integration configuration errors

Integration authentication errors

Duplicate data errors

Record update errors

Microsoft OneDrive

Integrate with Microsoft OneDrive

Microsoft Teams

Integrate with Microsoft Teams

Salesforce

Salesforce integration features

Gather customer feedback with Salesforce (Advanced plan)

Integrate with Salesforce (Advanced plan)

Salesforce integration troubleshooting

Recommended Salesforce mappings

Salesforce opportunity report (Advanced plan)

Link Aha! Ideas and Salesforce records in bulk (Advanced plan)

Integrate with Salesforce without ideas capture

Import Salesforce links by CSV (Advanced plan)

Salesforce application release notes

ServiceNow

Integrate with ServiceNow

Slack

Integrate with Slack

Send activity to Slack

Create and comment on records from Slack

Create records from Slack (legacy version)

Send activity to Slack (legacy version)

Zapier

Integrate with Zapier

Zendesk

Integrate with Zendesk (Advanced plan)

Aha! Whiteboards

Getting started

Getting started

Supported browsers

Troubleshoot ad blocker and antivirus software issues

How to

How to run SAFe® PI planning with whiteboards

How to use templates for wireframing

How to create a custom template

Imports

Import whiteboards from Miro

Import PDF documents

Support articles

Introduction to the AI assistant

AI assistant capabilities in Aha! Whiteboards

AI assistant FAQs

AI assistant for whiteboards

Create interactive prototypes with AI

AI prompt library

Settings

Personal settings

Account settings

Account billing settings

Account customization settings

Workspace settings

Workspace hierarchy

Archive or delete workspaces

Tools

Add a new whiteboard

Aha! shapes

AI assistant for whiteboards

Annotation shapes

Auto layout

BPMN shapes

Bulk edit

Clip images

Copy or paste style

Crop images

Custom templates

Edit image opacity and overlay

Frames

Group, align, and reorder content

Icons

Images and media

Lines and connectors

Mind maps

Milestones shapes

Navigate whiteboards

Pen tool

Shapes

Show sticky note author

Templates

Text boxes

The whiteboard toolbar

Timeline shapes

Whiteboard shortcuts

Whiteboard tables

Wireframes

Record management

My work

Links

Organize whiteboards

Copy or move whiteboards

Export whiteboards

Create Aha! record links

History

Search

Tags

Show grid

Comments

How to use @ and # mentions

Emoji reactions

Inline comments

Realtime whiteboard collaboration

Voting tool

Create a whiteboard presentation

To-dos

Recurring to-dos

Watchers

Share whiteboards

Aha! Roadmaps connection

Convert objects to Aha! records

Cross-link from the Research tab

Embed whiteboards in Aha! records

View Aha! records on whiteboards

Create dependencies from a whiteboard

Bulk edit Aha! records with whiteboard smart zones

Account management

Advanced plan features

Payment options

Cancel your subscription

Delete your Aha! account

Change your plan

Billing and users

User permissions

Add or remove paid seats

Sales tax

Account single sign-on (SSO)

Account SSO | SAML 2.0

Account SSO | Google Cloud Identity

Account SSO | Okta

Account SSO | OneLogin

Account SSO | Microsoft Entra ID

Account SSO | Microsoft Active Directory Federation Services (ADFS)

Account SSO | Bitium

Troubleshoot single sign-on issues

Jira

Add Jira records to whiteboards

Create Jira issues from your whiteboard

Add ADO work items to whiteboards

Getting started

Run a successful Aha! Knowledge trial

Get started with Aha! Knowledge

Troubleshoot ad blocker and antivirus software issues

Supported browsers

How to

Set up a product knowledge base

Set up an internal wiki

Set up a private knowledge base

Create a custom publishing role

Imports

Import documents from Confluence

Import Microsoft Word documents

Import documents with the Aha! Knowledge Chrome extension

Import documents from ProProfs Knowledge Base

Import whiteboards from Miro

Import PDF documents

Support articles

Introduction to the AI assistant

AI assistant capabilities in Aha! Knowledge

AI assistant FAQs

AI-powered knowledge base translation

AI-powered knowledge base search

Draft text with the AI assistant

Improve text with AI

Create interactive prototypes with AI

AI prompt library

Settings

Personal settings

Account settings

Account billing settings

Account customization settings

Account knowledge settings

Workspace settings

Workspace knowledge settings

Workspace import settings

Archive or delete workspaces

Workspace hierarchy

Documents

Create documents

Documents overview

Text editor

Inline comments

Images and media

Document header images

Co-editing

Draft text with the AI assistant

Improve text with AI

Markdown formatting shortcuts

Text formatting shortcuts

Meetings

Custom templates

Link related documents

Link cards

Expandable content sections

Manage documents

Organize documents

Control workspace document access

Export documents

Tags

Templates

History

Copy or move documents

Snippets

Create an Aha! record from highlighted text

Snippets

Create an Aha! record from highlighted text

Organize documents

To-dos

Comments

My work

Search

Share documents

Watchers

How to use @ and # mentions

Knowledge bases

Knowledge base management

Publishing overview

Knowledge base settings

Knowledge base branding

Knowledge base homepage

Knowledge base documents

AI-powered knowledge base translation

AI-powered knowledge base search

Collections

Knowledge base access

Visitor experience

Custom knowledge base domains

Custom knowledge base URLs

Meta data

Embedded knowledge bases

Knowledge base exports

Knowledge base accessibility best practices

Knowledge base analytics

Knowledge base feedback

Whiteboards

Navigate whiteboards

The whiteboard toolbar

Whiteboard shortcuts

Group, align, and reorder whiteboard content

Bulk edit whiteboard objects

Copy or paste whiteboard style

Custom colors on whiteboards

Text boxes on whiteboards

Shapes

Aha! shapes

Icons

Lines and connectors

Show whiteboard grid

Document statuses and workflows

Workflow approvals

Account management

Advanced plan features

Payment options

Billing and users

User permissions

Add or remove users

Sales tax

Cancel your account

Delete your Aha! account

Account single sign-on

Account SSO | SAML 2.0

Account SSO | Google Cloud Identity

Account SSO | Okta

Account SSO | OneLogin

Account SSO | Microsoft Entra ID

Account SSO | Microsoft Active Directory Federation Services (ADFS)

Account SSO | Bitium

Troubleshoot single sign-on issues

Knowledge base single sign-on

Knowledge base SSO | SAML 2.0

Knowledge base SSO | OpenID Connect

Knowledge base SSO | JSON Web Token

Knowledge base SSO | Google Cloud Identity

Knowledge base SSO | OneLogin

Knowledge base SSO | Entra ID

Knowledge base SSO | Microsoft Active Directory Federation Services (ADFS)

Knowledge base SSO | Salesforce

Getting started

Get started with Aha! Teamwork

Migrate work into Aha! Teamwork

Pull work from Aha! Roadmaps into Aha! Teamwork

Supported browsers

Troubleshoot ad blocker and antivirus software issues

Best practices for configuring Aha! Teamwork to support scrum

Best practices for configuring Aha! Teamwork to support kanban

Imports

Import data from a CSV file

Importer library

Import from Asana

Import from Trello

Import Trello cards and lists

Import from Azure DevOps

Import from GitHub

Import from GitLab

Import from Google Sheets

Import from Jira

Import from Rally

Import from Salesforce Service Cloud

Import from Sentry

Import from Zendesk

Import Microsoft Word documents

Import documents with the Aha! Knowledge Chrome extension

Import notes from Confluence

Import PDF documents

Import documents from ProProfs Knowledge Base

Import whiteboards from Miro

Support articles

Introduction to the AI assistant

AI assistant capabilities in Aha! Teamwork

AI assistant FAQs

Draft text with the AI assistant

Improve text with the AI assistant

Create interactive prototypes with AI

AI prompt library

Settings

Personal settings

Account settings

Account billing settings

Account customization settings

Team status automation settings

Team import settings

Automation

Teams

Teams and team lines

Archive or delete a team or team line

Plan

Introduction to sprints

Create and manage dependencies

Introduction to backlog management

Introduction to capacity planning

Work

Introduction to workflow boards

Manage work on the workflow board

Customize record cards

Introduction to backlog management

Knowledge

Documents

Template library

Draft text with the AI assistant

Improve text with the AI assistant

Meetings

Add header images to documents and folders

Share documents

Notes

Notes

The text editor

Text editor toolbar

Style text

Add and modify tables

Expandable content sections

Track history and restore historical versions

Comment and collaborate on text

Add and comment on media

Link cards

Add media to notes

Add Aha! views and whiteboards to notes

Lock note editing

Share and export notes

Create an Aha! record from highlighted text

Whiteboards

Introduction to whiteboards

The whiteboard toolbar

Add and edit whiteboard content

Advanced whiteboard shapes

Add media to whiteboards

Smart zones

Collaborate on whiteboards

Convert whiteboard content to Aha! records

View Aha! records on whiteboards

Create a whiteboard presentation

Create dependencies from a whiteboard

Embed a whiteboard

To-dos

Comments

How to use @ and # mentions

Saved views

Watchers

Record management

My work

Create record links

Search

History

Shortcuts

Tags

Reports

Introduction to reports

Velocity report

Throughput report

Cycle and lead time report

Cumulative flow diagram

Workflow heatmap

Delivery risk report

Value delivered report

Work delivered report

Sprint retrospective report

Report on team documents

Statuses and workflows

Manage at-risk work

Merge custom fields together

Convert custom fields to different field types

Mark certain fields read-only in custom layouts

Report on at-risk work

Extension library

Aha! Roadmaps connection

Connect with Aha! Roadmaps

Aha! Roadmaps connection overview

Record types in the Aha! Roadmaps connection

User permissions in the Aha! Roadmaps connection

Enterprise+ functionality in the Aha! Roadmaps connection

Unified backlog management

Team status mapping

Aha! Roadmaps connection capacity planning

Aha! Roadmaps connection workflows

Aha! Roadmaps connection reporting

Report on Aha! Teamwork records in Aha! Roadmaps

Aha! Roadmaps connection account configuration

Aha! Roadmaps connection best practices

Import ideas into Aha! Teamwork

Account management

Advanced plan features

Change your plan

Payment options

Export and back up your data

Billing and users

User permissions

Sales tax

Add or remove paid seats

Cancel your subscription

Delete your Aha! account

Account single sign-on (SSO)

Account SSO | SAML 2.0

Account SSO | OneLogin

Account SSO | Microsoft Entra ID

Account SSO | Microsoft Active Directory Federation Services (ADFS)

Account SSO | Bitium

Account SSO | Okta

Account SSO | Google Cloud Identity

Troubleshoot single sign-on issues

Abstract

Integrate with Abstract

Aha! API

REST API

Box

Integrate with Box

Dropbox

Integrate with Dropbox

Figma

Figma extension

GitHub

GitHub extension

Integrate with Google Drive

InVision

Integrate with InVision

Marvel

Integrate with Marvel

Microsoft OneDrive

Integrate with Microsoft OneDrive

Planning poker extension

Slack

Integrate with Slack

Send activity to Slack

Create and comment on Aha! records from Slack

ServiceNow

Integrate with ServiceNow

Zendesk

Integrate with Zendesk

Getting started

How to run a 1-week trial with your dev team

Getting started

Migrate work into Aha! Develop

How to pull work from Aha! Roadmaps into Aha! Develop

Supported browsers

Troubleshoot ad blocker and antivirus software issues

Best practices for configuring Aha! to support SAFe®

Best practices for SAFe® program increment planning

Best practices for configuring Aha! Develop to support scrum

Best practices for configuring Aha! Develop to support kanban

Introduction to capacity planning

Imports

Import data from a CSV file

When to use imports over importers

Import from Asana

Import from Trello

Import Trello cards and lists

Import from Azure DevOps

Import from GitHub

Import from GitLab

Import from Google Sheets

Import from Jira

Import from Rally

Import from Salesforce Service Cloud

Import from Sentry

Import from Zendesk

Import Microsoft Word documents

Import documents with the Aha! Knowledge Chrome extension

Import notes from Confluence

Import PDF documents

Import documents from ProProfs Knowledge Base

Import whiteboards from Miro

Support articles

Introduction to the AI assistant

AI assistant capabilities in Aha! Develop

AI assistant FAQs

Draft text with the AI assistant

Improve text with the AI assistant

Create interactive prototypes with AI

AI prompt library

Settings

Account settings

Account billing settings

Account customization settings

Team status automation settings (Develop Advanced)

Team import settings

Personal settings

Shortcuts

Automation (Advanced plan)

Teams

Teams and Team lines

Archive or delete a team or team line

Work

Introduction to workflow boards

Introduction to backlog management

Manage work on the workflow board

Customize record cards

Plan

Introduction to sprints

Introduction to backlog management

Create SAFe program increments (Advanced plan)

Knowledge

Documents

Template library

Draft text with the AI assistant

Improve text with the AI assistant

Meetings

Add header images to documents and folders

Share documents

Notes

The text editor

Text editor toolbar

Style text

Add and modify tables

Track history and restore historical versions

Comment and collaborate on text

Add and comment on media

Notes

Link cards

Expandable content sections

Add media to notes

Add Aha! views and whiteboards to notes

Lock note editing

Share and export notes

Create an Aha! record from highlighted text

Whiteboards

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

Smart zones

Convert whiteboard content to Aha! records

View Aha! records on whiteboards

Create a whiteboard presentation

Create dependencies from a whiteboard

Embed a whiteboard

To-dos

Comments

How to use @ and # mentions

Saved views

Watchers

Record management

My work

Create record links

Search

History

Tags

Reports

Introduction to reports (Advanced plan)

Velocity report (Advanced plan)

Throughput report (Advanced plan)

Cycle and lead time report (Advanced plan)

Cumulative flow diagram (Advanced plan)

Workflow heatmap (Advanced plan)

Burndown chart (Advanced plan)

Burnup chart (Advanced plan)

Delivery risk report (Advanced plan)

Value delivered report

Work delivered report (Advanced plan)

Sprint retrospective report (Advanced plan)

Report on team documents

Statuses and workflows

Manage at-risk work

Merge custom fields together

Convert custom fields to different field types

Mark certain fields read-only in custom layouts

Report on at-risk work

Aha! Roadmaps connection

Connect with Aha! Roadmaps (Advanced plan)

Import ideas into Aha! Develop

Report on Aha! Develop records in Aha! Roadmaps

Aha! Roadmaps connection overview

Aha! Roadmaps connection account configuration

Aha! Roadmaps connection best practices

Aha! Roadmaps connection reporting

Aha! Roadmaps connection workflows

Aha! Roadmaps connection capacity planning

Team status mapping

Unified backlog management

Enterprise+ functionality in the Aha! Roadmaps connection

Record types in the Aha! Roadmaps connection

User permissions in the Aha! Roadmaps connection

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

GraphQL API

Model API

Extension fields

Extensions security model

Account management

Advanced plan features

Change your plan

Payment options

Export and back up your data

Billing and users

User permissions

Sales tax

Add or remove paid seats

Cancel your subscription

Delete your Aha! account

Account single sign-on (SSO)

SAML 2.0 (Advanced plan)

Google Cloud Identity (Advanced plan)

OneLogin (Advanced plan)

Entra ID (Advanced plan)

Microsoft Active Directory Federation Services (Advanced plan)

Bitium (Advanced plan)

Okta (Advanced plan)

Troubleshoot single sign-on issues

Aha! API

REST API

Box

Integrate with Box

Dropbox

Integrate with Dropbox

Figma

Figma extension

GitHub

GitHub extension

Integrate with Google Drive

MCP server

MCP server connection

Microsoft OneDrive

Integrate with Microsoft OneDrive

Slack

Integrate with Slack

Send activity to Slack

Create and comment on Aha! records from Slack

ServiceNow

Integrate with ServiceNow

TestRail

TestRail extension

Knowledge base by Aha!

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