Notes

Aha! notes provide a valuable and flexible capability to capture and store information about your workspace. Common use cases for notes include:

  • Product artifacts and reference information
  • Day-to-day meeting minutes
  • Portfolio and business line charters
  • Training curriculum for new team members
  • Team standards, policies, and process notes 

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Notes in Aha! are searchable using the search bar located in the upper-right corner of the notes section.

You can also share notes outside of Aha! by exporting notes to an Aha! presentation. You can even embed them within a webpage for greater visibility.

Click any of the following links to skip ahead: 

Enable the notes page

You can access the notes for your workspace by navigating to Info > Notes. If you do not see that option, you may need to enable it by customizing your menu navigation. If you are an owner or administrator for your workspace, you can navigate to Settings ⚙️> Workspace > Navigation or by clicking the pencil icon you see in your navigation bar when you mouse over it. 

From the Navigation page, check the box by Notes and click Update to enable notes for your workspace. 

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Create a blank note

  1. Navigate to Info > Notes and click Add note > Blank or use the appropriate keyboard shortcut.
  2. A blank note will appear.

Use the text editor to create your note and format it with headings, lists, tables, and inline images. You can also assign to-dos and watchers and start a discussion in the note's comments

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Create a note from a template

  1.  Navigate to Info > Notes and click Add note > From a template or use the appropriate keyboard shortcut.
  2. The Add template modal will appear. Select the template of your choice. 
  3. Click Add template. Your template will appear.

Use the text editor to adjust the note template to your needs. You can also assign to-dos and watchers and start a discussion in the note's comments

You can select one of the following prebuilt note templates: 

  • Meeting agenda
  • Meeting notes
  • Brainstorming session
  • Customer interview
  • Sprint retrospective
  • Process improvement

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Comment directly on notes

In addition to collaborative editing, notes in Aha! support inline text comments. Inline comments allow you to highlight the exact part of the note you want to discuss, then create conversation threads to focus on and resolve the issue. 

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To create a new inline comment, highlight the text you want to comment on and click the Add comment + icon that appears on the right side of the text editor. Your text will be highlighted and underlined in orange, the Comments sidebar will appear, and you can start creating your comment. Click Save comment once you are done.

Resolved comments will be highlighted and underlined in green and you can always reply to a resolved comment to reopen it.

Inline comments have access to the full text editor, so feel free to format your text, @ and #mention Aha! users and records, add and color tables, or insert images. 

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Change the order of your notes

If you want to change the order of notes within a workspace, click the Reorder notes button at the top of the note tree structure, then click and drag to reorder your notes. 

When you have finished, click Done to save your changes.

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Create a parent-child hierarchy

To organize your notes, place them in a nested hierarchy. You can expand or collapse parent notes to show or hide their children, and you can create as many levels of your hierarchy as you want to. 

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  1. To create a notes hierarchy, create at least two notes.
  2. Click the Reorder notes icon. 
  3. Drag the note you want to make a child note under the note you want to make the parent note, then drag the child note to the right to create a nested parent-child relationship. 
  4. Click Done to save your changes.

Note: 

  • If you select a parent note and click Add note, the note you create will be a child of that parent note.
  • If you reorder a parent note, all child notes will come with it.

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Move notes to another workspace

Sometimes notes are created under one workspace but then you want to move them to another workspace. You can use the More options button on notes to move them. If you move the note at the top of a hierarchy tree, all child notes move as well.

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Reference notes across Aha!

You can use #mentions in any text field in Aha! to create a link to a note. On the record you want to link to the note, type the # key and then start typing the note's title. Select your note from the available options.

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Link notes to other records across Aha!

Workspace notes can be added as related records to other data objects. To add a related record to a note, click on the More options button in the upper-right of the note and select Link to another record. Once linked, a new Record links section will display at the bottom of the note. This will reference the related data records, allowing you to quickly visualize the relationships.

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View note history

Every note created automatically tracks the history of edits that have taken place. You can revert back to previous versions of a note by clicking the History icon in the text editor and then moving the slider to the time frame you want to revert to.

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Share and export your notes

With your note completed, you can easily share it with your stakeholders by selecting one of the export options under the Share menu on the top right of the screen. 

  • To fold your note into a presentation, select Add to presentation. In your presentation, you can select the note's update frequency.
  • For a static version of your note, export it to PNG image or PDF document.

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