Customize notebook slides

Aha! users can customize their notebook pages in multiple ways, including modifying the header, annotating slides, and adding multiple Aha! views to a single page. 

You customize slides by selecting your notebook from the Roadmaps > Notebook > Overview section and then clicking the Edit slide button that appears when you hover over a slide.

When editing, viewing and presenting a notebook, all slides are displayed in the same 16:9 aspect ratio to provide the best editing and viewing experience. It will still be possible for elements, such as Aha! views, to extend beyond the boundaries of the slide. When this happens, a dotted horizontal and vertical line will appear on the slide to demonstrate which parts of the slide will be visible by default to viewers of the notebook. Anything beyond the dotted lines can be viewed by viewers of notebooks by scrolling in the browser.

Add, duplicate, or remove slides

Upon editing a notebook, there is an Add slide option at the top of the page. This button also appears within the slide editor. The Add slide button allows the insertion of blank slides into your notebook.

Notebook slides can be rearranged through drag and drop and deleted by mousing over any slide and clicking the that appears in the top right corner. You can duplicate any slide by right-clicking on it and selecting Duplicate slide. Each notebook can have a maximum of 50 slides. 

Note: By default, all notebooks will include a title page. This page can be deleted on any notebook created after 7/11/2018. Notebooks created prior to 7/11/2018 cannot have the title page deleted. Create a new notebook if you wish to exclude the title slide.


Add views to notebook slides

Almost every page in Aha! can be added to a notebook by adding one or more views to a slide. Views are snapshots that can be used to show exactly what appears in Aha! on a notebook slide with static data or live updates.

To add a view to a notebook slide while editing the slide:

  1. Create a notebook or open an existing notebook.
  2. Choose a slide and click Edit slide.
  3. Click the Add Aha! view button on the menu bar.
  4. Choose the functional area, then follow the steps to add the view that makes sense for your product(s).

The Add Aha! View button also allows you to add multiple views to a single slide of your notebook.

This enables teams to create single pages in their notebooks that call attention to multiple Aha! views, such as highlighting a single important feature while discussing your overall features roadmap, as shown below.


Update frequency for Aha! views

Some views in your notebook you might want as static images, while others you might want to update manually or automatically so that the notebook stays perpetually relevant. Each view in your notebook slide can have its own update option. 

When you edit a slide and click on the Aha! view, you will have a View option on the right hand sidebar that allows you to select one of three update frequency options.

  • Live update: Automatically updates the view every time the data is changed in your Aha! account.
  • Refresh on update: Only updates the page when the manual Update web page button is clicked.
  • Manual snapshot: Creates a static, point-in-time reference of the page.

Annotate slides

The annotation options are located along the top of each slide. 

  • Add text box: Allows the addition of free-form text to the slide.
  • Add shape: Allows the addition of various shapes to the slide.
  • Add image: Allows the addition of image attachments to be added to the slide.


After using any of the annotation options, you will be presented with up to three additional options on the right-hand sidebar. 

  • Style: Allows editing the border options for text boxes, shapes, and images as well as the fill configuration for text boxes and shapes.
  • Text: Allows the configuration of text within text boxes. This includes options such as editing the font type, size, and typographical emphasis.
  • Arrange: Allows changing the placement of text boxes, shapes, and images as well as the alignment, size, x/y positioning, rotation, and even creating groups of same-type annotation objects.

Control slide header

The slide header is enabled by default and will create a fixed header at the top of the slide. The fixed header means that the header will be persistent across the top of the page on vertically scrolling web notebook slides.

You can edit text in the header or remove it completely by unchecking the Enable slide header option.

Present your notebook

There are two ways to present notebooks: web pages and presentation mode. Both presenting experiences maintain a 16:9 aspect ratio to ensure that your slides are viewed exactly as you had designed them, no matter the size of the viewer's monitor. Please note that in some scenarios, black bars may be shown on the right and left or bottom and top of the slides to maintain the 16:9 aspect ratio if the viewer's screen has a wider or taller ratio.

  • Web pages should be used when sharing a link with someone who is viewing it without you present in the room. 

  • Presentation mode should be used when you are presenting the notebook to others in the same room as you. This option will show the slides in full screen mode, and you can access it with the new Present button within the notebook slide editor. In presentation mode, slide controls will disappear when not in use to keep the focus on the content of your presentation.

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