Aha! Roadmaps | Add Aha! views and whiteboards to notes

Notes are excellent tools for collaboration and ideation, so it often makes sense to add Aha! views directly to a note. From reports and roadmaps to collaborative whiteboards, you can bring context to your documentation that updates in realtime.

Click any of the following links to skip ahead:

• Add Aha! views to notes

• Embed whiteboards in a note

Add Aha! views to notes

With list reports, pivot tables, charts, or custom roadmaps, you can focus a discussion or highlight insights that inform the rest of the note. Workspace owners, contributors, and reviewers can add Aha! views to notes.

Aha! Knowledge Advanced plan subscribers can publish saved views that have been embedded in notes to a live knowledge base. Please contact us if you would like a live demo of Aha! Knowledge Advanced or want to try using it in your account.

To add views to a note, open it and click the + icon from the top of the text editor. Then click Aha! view. The Add new view modal will appear and guide you through the process.

First, choose from Custom views — reports and custom roadmaps you have created earlier and saved — or from a selection of Example views. If you choose an example view, you can modify it later. Use the filters on the left to narrow in on a specific type of custom or example view to add, then click Add to note to add your selection.

When you add one of these views to a note, Aha! Roadmaps copies the view and your note view displays the copy. This way, changes you make to the configuration of the original view — the view's type, style, or filters — will not affect the information displayed in your note. Changes you make to your Aha! Roadmaps data will be reflected in either view.

Once you have added your view, click and drag a corner to Resize it. Or click its More options button to Open the report it is based on, Configure the view you have added to your note, or Remove the view altogether. When you Configure the view, you can change the view's Title or — for chart views — choose to show the chart's Legend.

A chart's legend will appear on the side of your chart that you have selected in the chart's Customize view menu.

Top

Embed a whiteboard in a note

You can embed a whiteboard directly into your note to add diagrams, sketches, and other visuals alongside text in your note. While editing a note, just click + on the text editor toolbar and select Whiteboard. A new whiteboard will be added below your cursor. Click the pencil icon to edit the whiteboard. When you are finished editing the whiteboard, click the X to exit and return to your note. To remove an embedded whiteboard from a note, click the trash icon and click to confirm that you would like to delete it.

Top