Exporting a saved view to a whiteboard brings your data into a visual workspace where you can brainstorm, plan, and refine decisions with the team in real time. You can keep the full context of the report while adding annotations and connecting ideas, so conversations stay grounded in the same shared source of truth.
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Embed a saved view
Embed a saved view in your whiteboard so you can see its full context without opening another tab. This is helpful when you want to review live data, explore filters together, or keep a strategic view in sight while you plan or brainstorm.
Export a saved view to a whiteboard
You can embed many types of saved views in a whiteboard, including more than 25 roadmap, strategy, and report views.
Access your report's Export menu and select As a view. The Add to whiteboard modal will open.
Choose Existing whiteboard and select a whiteboard from the dropdown to embed your view in a whiteboard that already exists in your workspace or personal documents.
Choose Create new whiteboard and select a workspace to open the records in a new whiteboard. (You can select None to open the new whiteboard in your personal documents.) Then click Add to whiteboard.
The whiteboard will open with the view embedded. The data in your embedded report will update on your whiteboard as it is updated in your account. Refresh your browser to see the most recent data.
Add a saved view from your whiteboard
From your whiteboard:
Select the Shapes menu.
In the Aha! records section, select Aha! view.
Select the view you want to embed and click Add to whiteboard.
The view will open on your whiteboard.
Customize the view
Once you have embedded a saved view in your whiteboard, use its toolbar to customize it:
Open in new tab: Opens the report so you can apply filters, sort data, or make other edits.
Refresh bookmark: Refreshes the report data.
Snapshot settings: Choose from Snapshot to keep a snapshot of the view at the time you added it. Choose Live update if you want the view to refresh as the data updates.
Comment: Add a whiteboard comment to the embedded view.
Lock: Locks the view to your whiteboard so it cannot be moved.
Add a view's records
Add individual records in your saved view to a whiteboard. Then drag and drop the records into any arrangement to fit your purpose. You can export list reports, prioritization pages, pivot tables, and the features board in Aha! Roadmaps as records. You can export other saved views as images.
Click the Export button from a saved view and select Add to whiteboard as records.
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The Add to whiteboard modal opens.
Choose Existing whiteboard and select a whiteboard from the dropdown to add the records to a whiteboard that already exists in your workspace or personal documents.
Choose Create new whiteboard and select a workspace to open the records in a new whiteboard (you can select None to open the new whiteboard in your personal documents.) Then click Add to whiteboard.
The whiteboard will open with the records included in your saved view added to it. Features, epics, ideas, and initiatives will be added to the whiteboard as records. All other data included in the view will be added as text. You can drag and drop all records and text to any position on your whiteboard. Click a record's link icon to open its drawer view and edit the record directly.
After adding a saved view to a whiteboard as records, add the User journey or Product roadmap template to your whiteboard. Then move the records into the templates for a "what if" planning session.
Add a view as an image
Place a static image of the report in a whiteboard that can be used for reference during collaborative sessions.
Click the Export button and select Add to whiteboard as image.
A new whiteboard opens in your personal notes on the My work page. You can move or resize the image after it has been added to the whiteboard.