From product strategy and requirements to launch plans and release notes, you document every stage of your work. And even though you know your product best, you can still experience writer’s block when you start planning or writing from scratch. The template library in Aha! Roadmaps gives you a head start — with expert templates to support your documentation at every stage of the product development lifecycle.
Use the whiteboard and note templates in your template library to brainstorm ideas, draft product roadmaps, build business models, prepare for customer interviews, create meeting agendas, and more.
Click any of the following links to skip ahead:
Access the template library
Create a new workspace note or whiteboard to access the template library. Hover over Knowledge in the navigation bar. From there, you have two options. You can:
Select Documents -> Add. Click Use a template to access the full library and add a template to your workspace documents.
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Select Whiteboards. This will take you to the whiteboards overview page, where you will see a few of the most popular templates highlighted, such as the SAFe® PI planning collection and competitive analysis. You may choose one of those, or open the full template library using one of the following methods:
Click See all templates.
Click Add -> Use a template.
Click the + icon anywhere in the workspace document hierarchy.
To create a personal note or whiteboard with a template from the library, you have a few options. You can:
Navigate to your My work page. Then, click the blue Add button and select Use a template from the dropdown menu.
Hover your mouse over a file or folder in the document hierarchy and click the + icon. Then, select Use a template.
Select the My work view from the left navigation menu and click the green Guided template button.
Templates will be listed alphabetically in your template gallery, but you can use search if you are looking for a specific template. Use the Categories listed on the left side of your template library to find templates to support a specific task or theme. If you have created custom note templates in your workspace settings, find them in the Custom section.
Click a template to open its details. From here, you can click Use template to start using it instantly or Learn more to view detailed guidance on the template.
Create custom templates
Workspace templates
Every team works differently. You may find that the built-in templates in your template library are perfect for your team's workflow — but you may need a template more closely catered to your team's objectives and preferences. You can create a custom document template to have the perfect blueprint for your meeting, activity, or workflow that you can use to drive consistency across your workspace.
You will need owner permissions to create a workspace document template.
To create a new document template, navigate to Settings ⚙️ -> Workspace -> Document templates. Then click Add document templates. Select Note, Whiteboard, or Meeting.
To create a template from a document you are currently editing, select the More options menu in the upper right corner of the document and select Save as template. Then enter a name for the template and click Create template.
Once added, you will find custom templates in the Workspace section of the template library.
Personal templates
Personal documents have a broad range of uses. You can use them to keep track of agendas and action items for one-on-one meetings with teammates, early drafts of emails, reflective journal entries, or even for sketching early versions of your plans that you are not yet ready to share yet. Regardless of how you are using personal documents, you can create a custom document template for personal use that no one can access or use but you. This enables you to benefit from the structure of a template that is catered specifically to your individual preferences.
You will need contributor permissions to create personal document templates, but it does not matter which workspace you have access to — personal document templates are part of your My work page and personal settings.
To create a new personal template, navigate to Settings ⚙️ -> Personal -> Personal document templates. Then click Add document template. Select Note or Whiteboard.
To create a template from a document you are currently editing, select the More options menu in the upper right corner of the document and select Save as template. Then enter a name for the template and click Create template.
Once added, you will find custom templates in the Personal section of the template library. Personal templates will be available in the template library whether you access it from your My work page or from workspace documents. You will not be able to see personal documents that other people with access to your workspace have created.