This article is part of a series of settings overview articles:
Account |
Workspace |
Personal |
Workspace-level settings affect a particular workspace or workspace line in your Aha! account. This article will explain each workspace setting. Open your workspace settings by navigating to User menu -> Settings -> Workspace.
Click any of the following links to skip ahead:
Configure
Document access
All users with reviewer permissions for a workspace can view that workspace's whiteboards. Here, you can configure whether reviewers can also edit those whiteboards.
Select View if you only want reviewers to be able to view whiteboards.
Select Edit to allow reviewers to be able to edit workspace whiteboards. Click Update workspace configuration to save your changes.
Once your changes are saved, document access settings will be applied to all whiteboards in your workspace. You can change access settings for reviewers on individual whiteboards without changing them for all users. To change reviewer access on a single document, open its Share menu and use the dropdown next to Reviewers to select Edit or View.
Document templates
Custom whiteboards templates are available on the Whiteboards Advanced plan.
Whiteboard templates provide a ready-to-use format for the types of whiteboards you create most.
Aha! Whiteboards offers a library of whiteboard templates to choose from when you create a new document. If you have specific details pertinent to your team that you want to include in a whiteboard, create your own custom templates here. Shared templates can be inherited from a workspace line, so you can drive consistency across teams and establish a standard approach for capturing information.
If you want to share a template across multiple teams, we recommend creating it at the highest level in your hierarchy so that it can be inherited by any workspace lines and workspaces within it. You must be a workspace contributor to add a document template.
Click Add document template to create a whiteboard template.
When you are ready to use a whiteboard template you have created, you will find it in the Workspace section of your template library.
AI prompts
Create custom prompts that tailor the Aha! AI assistant to your team's workflows. Use them to standardize outputs, automate complex tasks, and ensure consistent results. Custom prompts are added to the Workspace 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 team's 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.