This article is part of a series of settings overview articles:
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Workspace |
Personal |
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Personal settings enable you to personalize your Aha! Knowledge profile. Click User menu -> Settings -> Personal to access your personal settings.
Guest accounts will only have the User profile in their personal settings.
Click any of the following links to skip ahead:
Profile
Your Profile settings affect your Aha! user profile.
User profile
The user profile settings control how you look in Aha! Knowledge, and how you want your account to display time.
Use Picture to upload or replace your profile picture.
Use Name to update your first or last name.
Email displays the email associated with your user account. You can change your user email in the Change email personal setting.
Use Time zone to change your local time zone. Aha! Notebooks will display the time zone you choose.
Use Locale to set the way that Aha! Notebooks will display dates and numbers. By default, it will be determined from your browser's settings, but you can change it here if you need to.
Use Week begins to determine the first day of the week for calendars and to-dos in your Aha! account.
Click Update user profile to save your changes.
Change email
Use the Change email settings to update the email associated with your account. First Verify your password, then enter and confirm a new email.
Click Update email to save your changes.
Change password
You can also change or reset your password from your profile settings.
Use the Change password settings to update your password. Click the ? icon next to the New password field to see the password requirements.
Click Update password to save your changes.
Product announcements
We update Aha! products frequently — with new functionality, improvements, and fixes. This setting suppresses the in-app system broadcasts that pop up when Aha! announces new updates. It affects only your user, and no one else in your Aha! account.
Even if you disable product announcements, you will always be able to see technical or urgent broadcasts for scheduled server maintenance or to report an outage.
Click the toggle to Enable or Disable product announcements.
You can still stay on top of recent product updates from the ? menu in the navigation bar. Open that menu and expand the What's new section to see recent product announcements.
Confetti
Your efforts create value for your customers and the business — it is challenging work. This is why celebrating every accomplishment is so important.
Aha! software helps you find joy as you make progress toward your goals. When you complete work, you will be treated to a burst of colorful virtual confetti.
This moment of animated satisfaction occurs when you:
Complete a to-do
Move work into a Shipped status category (e.g., shipping a feature or achieving an initiative)
The Confetti setting is enabled by default. You can opt out by toggling Throw confetti to Disable.
Document templates
Personal document templates
Document templates provide a ready-to-use format for the types of documents you create most. Aha! Knowledge offers a library of templates to choose from when you create a new document. If you have specific details you like to include in your personal documents, or if you want to save time setting up the structure of documents you regularly create, you can create custom templates that only you can access. Once you have created a personal document template, you can access it in the template library from your My work page or from any workspace you have contributor access to.
Custom document templates is part of the Aha! Knowledge Advanced plan.
From the Personal document templates section, click Add document templates. Then select Note or Whiteboard. Customize the template to your needs — add tables, images, and more.
After you have created a template, you can hover over it to view the actions available, including Edit or Delete. When you are ready to use a template, you will find it in the Personal section of your template library.
AI prompts
Create custom requests, instructions and agents that tailor the Aha! AI assistant to your personal use. Use them to standardize outputs, automate complex tasks, and ensure consistent results. Custom prompts are added to the Personal section of the AI library.
Click the More options menu and Delete to remove any existing custom prompts.
AI requests
Create custom requests that tell the AI assistant what you want it to do.
Click Add and select Request.
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Name your prompt and describe it in the Prompt field.
Note: The AI assistant will help you create or refine your request. Click the sparkle button to get its input.
(Optional) Select Favorite to add the request to the AI assistant and AI library's Favorites menu.
Click Add request to create your custom request.
Click the More options menu and Delete to remove any existing custom request.
AI instructions
Create custom instructions that tailor the Aha! AI assistant to your personal workflows. Use them to standardize outputs, automate complex tasks, and ensure consistent results.
Click Add and select Instruction.
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Name your prompt and describe it in the Prompt field.
Note: The AI assistant will help you create or refine your instruction. Click the sparkle button to get its input.
(Optional) Select Favorite to add the instruction to the AI assistant and AI library's Favorites menu.
Click Add instruction to create your custom request.
AI agents
Create a custom agent to automate complex tasks that the standard AI assistant is not structured for.
Click Add and select Agent.
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Name your agent and describe it in the Prompt field.
Note: The AI assistant will help you create or refine your agent. Click the sparkle button to get its input.
Choose Capabilities. These are actions the agents can take.
(Optional) Select Favorite to add the agent to the AI assistant and AI library's Favorites menu.
Click Add agent to create your custom request.