Manage your workspace: Overview, Notes, Files and Users

If you are working with a dynamic team, it is important to have one place to manage and view everything related to your product. The Product menu in Aha! organizes your product into four sections: Overview, Notes, Files and Users


Add a description so the team understands how to position your product. This information enables the team to consistently describe the product for whatever they are working on.

The language that is used here is often the same language that is used in the boilerplate on the press release to describe the company and its product(s). The product description should focus on the buyer, their problems, and the benefits of using your product.

The following is an example of a meaningful product description. The pattern and flow can be reused and content that is specific to your product can be added to create your own if you need one.

Aha! is the best way to create brilliant product roadmaps. It helps product managers and engineers build what matters and be happy doing it.

Creating great products is invigorating. But most companies never benefit from their product manager’s love of innovation because they are consumed by soft strategy, weak tools, and ineffective communication. Aha! is for them -- built by product development experts for product and engineering managers who are looking to get their mojo back.

We provide cloud-based product innovation management software so you can focus on setting the right roadmap strategy and prioritizing the key features that customers want. Our goal is to help product managers succeed by making it easier to lead teams to build great products.

Forget about using a combination of PowerPoint, Word, and Excel to share your ideas and set the direction for your product. It’s time to use one platform to simplify what you do and lead your product with conviction. Let us help you build brilliant roadmaps and lead your product with conviction.

Build the future now. The possibilities are endless.

You may also enhance this page with custom fields to add "fact sheet" style data to your product overview and a product logo for reference in competitor views.


Aha! notes create a wiki-like way to organize all of the unstructured data that often gets lost in emails or one-off documents. Each note is searchable to make it easy to find. If you need to collaborate or reference another note, release, feature, requirement, or idea, just @mention or #mention. Use your notes to create custom content and share them via Aha! presentations

Create notes

  1. Navigate to Product > Notes and click Add note. 
  2. Within the text editor, you can use formatting such as headings, lists, tables, and inline images. 

Change order of notes

If you want to change the order of notes within a product, simply click the Reorder notes button at the top of the note tree structure. After a change has been made, the button title will change to Done. When you have finished making changes, click Done to save.

Create parent-child hierarchy

  1. To create hierarchy, create at least two notes. Then, drag one note slightly below the parent note while in Reorder notes mode and do a quick flick to the right to create the nested parent-child relationship.
  2. From that point on, you may select the parent note and click Add note. Continue until all desired sub-notes are created. 
  3. Notes can be reorganized through drag and drop. Save your changes by clicking the Done toggle.
  4. If sub-notes are referenced in other areas of Aha! via a link, selecting the link will open up the hierarchy so that the linked note is easily visible.

Move notes to another product

Sometimes notes are created under one product but then you want to move them to another product. You can use the More options menu 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. This is especially useful if your notes contain design specs for a feature being developed. You can #mention the note and create a link right in the feature description.

Relate notes to other records across Aha!

Product 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 button in the text editor and then moving the slider to the time frame you want to revert to.


Files can be attached throughout Aha! to help define features workflows, manage successful releases, provide additional context, and any other way you may need to inform your work. The Files menu enables you to easily search and filter your entire product for images, PDFs, documents, spreadsheets, and presentations. Files can also be shared with others via Aha! presentations


Users enables the Product Owner to remove and change permissions for users of their product. They cannot delete users; only an Administrator can do that. But this gives them control over who can see their product and what user permissions they will have. To remove a user, hover over that user and click Remove user from product. To edit a user's permissions, click on that user. 

You can also come to this screen to choose which users should receive summary emails. This will not disable all summary emails for the user, only information in the email related to the specific product.

Enterprise+ subscribers have additional license management controls to allow only Administrators with billing permissions to invite additional users and assign product permissions. 


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