Use Aha! Whiteboards as an integrated part of Aha! Roadmaps to turn concepts into work items in a couple of clicks. You can convert shapes, sticky notes, or text boxes to Aha! ideas, requirements, features, epics, initiatives, or goals. Once converted, you can open up the record detail drawer directly from the whiteboard to adjust the details. Those records will exist on your product roadmap and in your whiteboard — and you can view and adjust details in either place.Click any of the following links to skip ahead:
Convert a whiteboard object
To convert a whiteboard object to an Aha! record:
Click the object.
Select the More options button or right-click on the object and select Convert to [record type].
Select the Workspace or (for features and epics) the Release where you want your record to be added. You can select any workspace, workspace line, or release that you have access to.
Edit the record's Name.
Click Create [record type].
You will find your newly created record in the workspace that you selected when converting it. A link to the whiteboard where the record originated will be added in its Related tab.
On your whiteboard, an object that has been converted to a record will display a drawer icon in its lower left corner. Clicking the link will open the record's drawer view, where you can edit and update the record's details.
View the converted object as a record card
If you would prefer the converted object to appear as a record on your whiteboard:
Select the object and click the Shape icon in the far left of its toolbar.
Select the Record shape.
The record shape will provide additional information like the record's type, ID, product value score, and assignee.
Have a lot of converted objects? Select all of them to change them to record shapes all together.
Apply edits with smart zones
You can create smart zones to make realtime updates to Aha! records directly from your whiteboard. For example, at the end of a brainstorming session you could drag the most actionable ideas into a smart zone that assigns them to an "Up next" parking lot, or you could use smart zones for assignee, initiative, and release to allocate work during strategic planning.
To create a smart zone:
Click the Frame button from your whiteboard's toolbar.
Click and drag to create a frame with your desired dimensions. You can always resize it later.
From the frame's toolbar, click Enable smart zone.
The frame is now a smart zone, and you can configure it with the edit(s) per record type that you would like to apply to all records dragged into it.