Cross-link from the Research tab

Aha! Whiteboards

Link whiteboards directly to work items in Aha! Roadmaps. You can connect whiteboards to many records on the Research tab in each record to easily access relevant research and product discovery.

https://www.wistia.com/medias/d88hi2k6ry

Research tabs are available for:

In the Concepts section, you can Link to existing customer, market, or product research that you have compiled, or Add a new whiteboard (or note). If you want some inspiration, scroll through the expanding template library — try the Strategy, Research, and Ideate categories — for a way to structure your thoughts and guide your team collaboration.

When you add a new whiteboard to a record's Research tab, that document is created in a new folder called Research in your workspace-level documents. Navigate to Knowledge -> Documents to see all the documents created on Research tabs across your workspace.

Notes:

  • Documents you add to a record's Research tab will always be added to a folder called Research in your workspace-level documents, in a sub-folder named after the record type — Initiatives, Releases, Epics, or Features, respecting any terminology you have customized.

  • If you rename these folders, new ones will be created once you add a new note or document to a Research tab.

  • If you already have a folder called Research, new documents will be added there.