Notes

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

Aha-View-Notes.png

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

You can also share product 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: 

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

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

Change the order of your notes

If you want to change the order of notes within a product, 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.

Create a parent-child hierarchy

  1. To create a notes hierarchy, create at least two notes.
  2. Click the Reorder notes button. 
  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.

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.

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.

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.

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.

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 More options button on the top right of the screen. 

  • To add your note to a presentation, select Add to presentation. In your presentation you can select the note's update frequency.
  • For a static version of your report, select Save as image or Save as PDF.

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