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  • Aha! Roadmaps
  • Support articles
  • Presentations

Presentations

Aha! Roadmaps
  • Introduction to presentations
  • Create and manage presentation themes
  • Manage presentation security
  • Edit your presentation
  • Annotate presentation slides
  • Add, duplicate, or remove slides
  • Adjust presentation slide images
  • Adjust tables in presentation slides
  • Add headers and footers to presentation slides
  • Deliver your Aha! presentation
  • Aha! views in presentation slides
  • Apply a theme to an Aha! presentation
  • Publish a presentation
  • Publish a presentation to a secure webpage
  • Use web controls for Aha! presentations
  • Publish an Aha! presentation to a PDF
  • Slide transitions in Aha! presentations
  • Interactive views in Aha! presentations
  • Aha! view update frequency in presentations
  • Custom branding in presentations
  • Embed your presentation in another webpage
  • Manage presentation access
  • Add collaborators to a presentation
  • Change presentation ownership
  • Web presentation security

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Aha! knowledge base Aha! software Overview Introduction to the Aha! suite of product development tools Introduction to the product value score Compare Aha! product plans AI assistant Introduction to the AI assistant AI assistant FAQ AI assistant capabilities by Aha! product Example AI requests AI prompt library AI credits AI prompt library AI requests Acceptance criteria Approaches to consider Competitive analysis Dashboard executive summary Feature scoring Effort estimation Feature how-to article Feedback prioritization Idea themes Idea prioritization summary Idea user flow Initiative progress Initiative related ideas Interview script generation Launch checklist Meeting summary Presentation preparation Product vision Prototype for a popular idea Release notes Release plan Release progress Report progress summary Solution brainstorming Strategic goals Strategic initiative suggestions Study insights Test plan Top current product ideas User stories AI instructions External communication style guide Goal format Interview script format AI agents Change impact report Feature definition Feature prioritization Market assessment Persona alignment Product requirements document Release backlog refinement Roadmap alignment Aha! Roadmaps Getting started Introduction Run a successful Aha! trial Get started with your new account How to build a roadmap in five steps Import data Explore a demo workspace in your account How to How to create a custom whiteboard template How to build an early-stage roadmap using whiteboards How to build a roadmap in five steps How to visualize linked dependency statuses at scale How to import your backlog from Jira How to show the strategic progress at multiple levels How to identify schedule risks with calculation columns How to visualize cross-team capabilities with custom tables (Enterprise+) How to add a custom field How to pull work from Aha! Roadmaps into Aha! Develop How to share a report, roadmap, or view How to identify and prioritize high-value ideas How to import documents into your workspace How to import a Jira backlog into your Aha! account as ideas How to edit a status workflow How to build your product strategy How to host a collaborative brainstorming session How to build a process diagram Imports Workspace import settings Import data from a CSV file Import documents from Confluence Import Microsoft Word documents Import documents with the Aha! Knowledge Chrome extension Import documents from ProProfs Knowledge Base Import whiteboards from Miro Import PDF documents Support articles Best practices Best practices for linking your work to strategy Best practices for tracking OKRs Best practices for configuring Aha! to support SAFe® Best practices for configuring Aha! to support the Pragmatic Framework Best practices for tracking product development risks Best practices for managing cross-functional requests Best practices for setting product strategy Best practices for capturing and prioritizing customer ideas Best practices for launching your ideas portal Best practices for managing product platforms Best practices for managing solution offerings Best practices for managing product components Best practices for managing complex product bundles Best practices for creating a product information hub Best practices for using documents to collaborate with stakeholders Best practices for product operations teams Stakeholder alignment Best practices for stakeholder alignment: Set product strategy Best practices for stakeholder alignment: Review customer feedback Best practices for stakeholder alignment: Prioritize the best ideas Best practices for stakeholder alignment: Create your product roadmap Best practices for stakeholder alignment: Manage product launches Best practices for stakeholder alignment: Communicate roadmap progress AI assistant Introduction to the AI assistant AI assistant capabilities in Aha! Roadmaps AI assistant FAQs Custom prompts Draft text with the AI assistant AI prompt library Improve text with the AI assistant Draft release notes with AI Settings Personal settings Account settings Account billing settings Account customization settings Account ideas settings Workspace settings Workspace ideas settings Workspace Aha! Teamwork / Aha! Develop settings Workspace import settings Integration settings Manage your workspace settings Workspaces Workspaces and workspace lines Workspace types Differences between workspace types Explore a product workspace in your account Explore an IT workspace in your account Explore a project workspace in your account Explore a services workspace in your account Explore a business operations workspace in your account Explore a marketing workspace in your account Create a single-workspace hierarchy Create a multi-workspace hierarchy Create a portfolio hierarchy Workspace templates (Enterprise+) Archive or delete a workspace or workspace line How to define your product workspace Move workspaces to a new workspace line Duplicate workspace and workspace line prefix error Files Strategy Introduction to strategy Vision Strategic models Strategic models: Custom templates Strategic models: Aha! business model canvas Strategic models: Lean canvas Strategic models: SWOT analysis Strategic models: Porter's 5 forces Strategic models: Segment profile Strategic models: 10Ps marketing matrix Positioning Creative briefs Personas Competitors Competitor threat scorecards Goals Link goals to other record types Initiatives Initiatives prioritization page Prioritize and track strategic initiatives Link initiatives to other record types Capacity planning Getting started with capacity planning (Enterprise+) Individual capacity planning Configure team capacity planning (Enterprise+) Estimate work for capacity planning (Enterprise+) Individuals capacity report Team capacity report (Enterprise+) Resolve capacity conflicts (Enterprise+) Troubleshoot missing records on the team capacity report (Enterprise+) Releases Introduction to releases Release dependencies Release templates Release retrospective report Calendars Parking lots How the release start date is determined Move records from one workspace to another Portfolio releases Roll-up releases Release dates and feature capacity Draft release notes with AI Create a release Add features, phases, and milestones to a release Calculate release and release phase dates Customize the Gantt view Group features by epic on a Gantt chart Release and epic view options Visualize your Gantt chart in other reports and roadmaps Track Gantt chart change history Copy an existing release Complete a release Share a release Ideas Introduction to ideas Ideas portal settings Ideas prioritization page Emailed ideas Submit-only ideas portal Private ideas portal Public ideas portal Ideas overview page Ideas board Ideas chart page Create a central workspace to manage all ideas Introduction to themes How promoted record status drives idea status Carry over custom field values from ideas to other record types "Filter by status" displays duplicate statuses on ideas portal Create one ideas portal for all of your workspaces Advanced custom portal design Import ideas and portal users Custom fields for ideas Portal notification emails Troubleshoot portal notification emails Ideas portal weekly summary email Manage portal spam Manage submitted ideas Customize ideas Promote ideas directly to your roadmap Merge ideas Pin ideas Respond publicly to users Report on trending ideas Ideas portal users Invite portal users Manage portal users Aha! Ideas Advanced plan features Legacy access to Aha! Ideas Advanced plan features Ideas portals single sign-on (SSO) Portal SSO | SAML 2.0 Portal SSO | OpenID Connect Portal SSO | JSON Web Token Portal SSO | Google Cloud Identity Portal SSO | OneLogin Portal SSO | Entra ID Portal SSO | Okta Portal SSO | Microsoft Active Directory Federation Services (ADFS) Portal SSO | Salesforce Portal SSO | Link portal users to organizations (Advanced plan) Portal SSO | Troubleshoot single sign-on issues Features Introduction to features Introduction to epics Introduction to requirements Features prioritization page Tips for managing and prioritizing features User story maps Workflow board Feature scores Mockups Copy, move, or bulk edit features When to use initiatives vs. epics Convert features to other record types Carry custom field values from requirements to features Estimate effort using custom scorecards Add feature start and due dates Release dates and feature capacity Parking lots Create templates for features and requirements Should I put bugs on my product roadmap? Customize feature cards Use epics across releases and workspaces Move records from one workspace to another Roadmaps Introduction to roadmaps Choose the right visual reports and roadmaps for your stakeholders Starter roadmap Now, Next, Later roadmap Features roadmap Strategy roadmap Portfolio roadmap Custom roadmap Visualize progress on roadmaps Share a roadmap without firm dates Analytics Introduction to analytics Dashboards Reports overview page Step-by-step examples: List reports, pivot tables, and custom roadmaps Filter your reports and roadmaps List report Perform calculations on data in list reports Pivot table Charts Product value report Individuals capacity report Dependency report Hierarchy report Diagram report Bulk edit records Report on workspace documents Report on a record's time in status Audit changes to your roadmap Knowledge Knowledge menu Documents Control workspace document access Frameworks Meetings Share documents Guest access Draft text with the AI assistant Improve text with the AI assistant Template library Import documents from Confluence Import Microsoft Word documents Add header images to documents and folders Notes Text editor Text editor toolbar Style text Add and modify tables Track history and restore historical versions Comment and collaborate on text Add and comment on media Notes Access notes Create notes Note templates Link cards Add media to notes Add Aha! views and whiteboards to notes Lock note editing Share and export your notes Organize notes Snippets Create an Aha! record from highlighted text Knowledge bases Knowledge base accessibility best practices Report on knowledge bases (Aha! Knowledge Advanced) Whiteboards Introduction to whiteboards The whiteboard toolbar Add and edit whiteboard content Advanced whiteboard shapes Add media to whiteboards Collaborate on whiteboards Aha! shapes Smart zones Convert whiteboard content to Aha! records View Aha! records on whiteboards Export a Gantt view to a whiteboard Create dependencies from a whiteboard Create Jira issues from your whiteboard Add Jira records to whiteboards Add ADO work items to whiteboards Create a whiteboard presentation Embed a whiteboard Presentations Introduction to presentations Create and manage presentation themes Manage presentation security Edit your presentation Annotate presentation slides Add, duplicate, or remove slides Adjust presentation slide images Adjust tables in presentation slides Add headers and footers to presentation slides Deliver your Aha! presentation Aha! views in presentation slides Apply a theme to an Aha! presentation Publish a presentation Publish a presentation to a secure webpage Use web controls for Aha! presentations Publish an Aha! presentation to a PDF Slide transitions in Aha! presentations Interactive views in Aha! presentations Aha! view update frequency in presentations Custom branding in presentations Embed your presentation in another webpage Manage presentation access Add collaborators to a presentation Change presentation ownership Web presentation security Collaboration To-dos Watchers Notifications Comments How to use @ and # mentions How to share Aha! Roadmaps views externally What to do if you cannot export PDFs while using the Chrome browser Improve email reception Work requests (Enterprise+) Saved views Create saved views Access saved views Turn saved views into workspace defaults Export saved views to whiteboards Share saved views as webpages Schedule email delivery of saved views Export saved views to Microsoft Powerpoint Record management My work Research tab Create record links Search History Shortcuts Automation (Enterprise+) Tags Customizations Statuses and workflows Custom feature types Record description templates Workflow approvals Scorecard equations Automated scorecard metrics (Enterprise+) Custom fields Merge custom fields together Convert custom fields to different field types Custom layouts Advanced custom layouts (Enterprise+) Manage at-risk work Report on at-risk work Custom worksheets (Enterprise+) Custom equation functions and operators Filter arrays with logical operators Introduction to advanced equations Field identifiers for advanced equations Reference Aha! Roadmaps fields in custom worksheet equations (Enterprise+) Custom tables (Enterprise+) Link custom tables to each other (Enterprise+) Use custom tables to manage strategic opportunities Track special customer information Aha! Develop connection Connect with Aha! Develop (Advanced plan) Aha! Develop connection overview Aha! Develop connection best practices Aha! Develop connection reporting Aha! Develop connection account configuration Aha! Develop connection workflows Aha! Develop connection capacity planning Team status mapping Unified backlog management Enterprise+ functionality in the Aha! Develop connection Record types in the Aha! Develop connection User permissions in the Aha! Develop connection Report on Aha! Develop records in Aha! Roadmaps Mobile Get the mobile app Use the mobile app Account management Account plans Plan options Enterprise+ plan features Startup plan Compare Aha! product plans Payment options Change your plan Billing and users User permissions Add or remove paid seats Manage account billing Monitor your account activity (Enterprise+) Custom roles (Enterprise+) Account merge and migration services Merge accounts Sales tax Cancel your subscription Delete your Aha! account Account single sign-on (SSO) Account SSO | SAML 2.0 Account SSO | Google Cloud Identity Account SSO | Okta Account SSO | OneLogin Account SSO | Microsoft Entra ID Account SSO | Microsoft Active Directory Federation Services (ADFS) Account SSO | Bitium Troubleshoot single sign-on issues Security and system requirements Back up your account (Enterprise+) Enable IP address based access control (Enterprise+) Export and back up your data Supported browsers Troubleshoot ad blocker and antivirus software issues Integrations Integration guides Integrate with your calendar application Create multiple development tool integrations for a single workspace Manage your integrations How to think about integrating Aha! Roadmaps with your development tool Import data from your development system Create an integration template Map fields between Aha! Roadmaps and your development system Configure links between integrated records View integration log messages How to diagnose development tool integration log messages Convert an integration from 1.0 to 2.0 Move records with Jira or Rally Link records in Aha! Roadmaps with existing records in another system Send changes and accept imports from another system Resync Aha! Roadmaps with your development tool Move a linked record to another workspace Map a single Aha! Roadmaps record type to multiple development system record types Integrate a single workspace with multiple projects from the same development tool Send records in bulk to integrated tools Import error: no valid relationship link Integrate one workspace with multiple third-party systems Allow list IP addresses for development tools Manually send Aha! Roadmaps records to development tools Aha! API Integrate with activity webhooks Integrate with integration webhooks Integrate with security webhooks (Enterprise+) REST API Apple Calendar Integrate with Apple Calendar Asana Integrate with Asana Asana Integration guides Azure DevOps Integrate with Azure DevOps Recommended Azure DevOps mappings Sync sprints with Azure DevOps Azure DevOps Services Error: "Configuration error for 'installed': getaddrinfo: Name or service not known" Integrate with Azure DevOps Services or Azure DevOps Server (version 1.0) Use the Azure DevOps integration through a web proxy Azure DevOps integration guides Box Integrate with Box Bugzilla Integrate with Bugzilla Confluence Integrate with Confluence Dropbox Integrate with Dropbox Flowdock Integrate with Flowdock FogBugz Integrate with FogBugz GitHub Integrate with GitHub Integrate with GitHub Enterprise Create a GitHub integration template Integrate with GitHub commit Integrate with GitHub (version 1.0) Github integration guides GitLab Integrate with GitLab Google Calendar Integrate with Google Calendar Google Chat Integrate with Google Chat Google Drive Integrate with Google Drive Jira Integrate with Jira Detailed Jira integration instructions Recommended Jira mappings Integrate with Jira Server on-premises Migrate from Jira Server to Jira Cloud Use the Jira integration through a web proxy Integrate with Jira next-gen projects Sync sprints between Aha! Roadmaps and Jira Track capacity between Aha! Roadmaps and Jira Use webhooks for Jira integrations When multiple webhooks are needed and why Integrate a single Aha! Roadmaps workspace with multiple Jira projects Integrate with Jira when each project has one record type Map records between Aha! Roadmaps and Jira Core Integrate with Jira (version 1.0) Jira integration guides Jira integration troubleshooting Capacity planning errors Duplicate data errors Integration authentication errors Integration configuration errors Migrating records or servers Record update errors Trouble creating records Trouble configuring links between record types User errors Microsoft OneDrive Integrate with Microsoft OneDrive Microsoft Outlook Calendar Integrate with Microsoft Outlook Calendar (Office 365) Microsoft Power BI Integrate with Microsoft Power BI (Enterprise+) Microsoft Teams Integrate with Microsoft Teams Pivotal Tracker Integrate with Pivotal Tracker Rally Integrate with Rally Integrate with Rally milestones Sync estimates between Aha! Roadmaps and Rally Integrate with Rally (version 1.0) Rally integration guides Redmine Integrate with Redmine Salesforce Integrate with Salesforce for idea capture (Legacy access) ServiceNow Integrate with ServiceNow Slack Integrate with Slack Send activity to Slack Create and comment on Aha! records from Slack Create records from Slack (legacy version) Send activity to Slack (legacy version) Smartsheet Integrate with Smartsheet Trello Integrate with Trello Import Trello cards and lists Integrate with Trello (version 1.0) Trello integration guides Zapier Integrate with Zapier Aha! Discovery Getting started Introduction Get started with Aha! Discovery Supported browsers Troubleshoot ad blocker and antivirus software issues Imports Import participants Import meetings Import Microsoft Teams meetings Import Zoom meetings Import Webex meetings Import Google Meet meetings Import GoTo Meeting meetings Support articles AI assistant Introduction to the AI assistant AI assistant capabilities in Aha! Discovery AI assistant FAQs Custom prompts AI-powered transcript analysis Analyze customer research with the AI assistant AI prompt library Draft text with the AI assistant Improve text with the AI assistant Settings Personal settings Account settings Account billing settings Account customization settings Account discovery settings Workspace settings Workspaces Workspace hierarchy Archive or delete a workspace Studies Introduction to studies Introduction to scheduling Create a scheduling page Interviews Introduction to interviews Tags Highlights list report AI-powered transcript analysis AI interview transcription Calendar Calendar page overview Participants Introduction to participants Organizations Messages Introduction to macros Messages page overview Insights Insights report Responses overview Reports Reports tab List reports Bulk editing Documents Documents Organize documents Add a link or PDF to documents Template library Notes Create an Aha! record from highlighted text Add media to notes Create notes Link cards Whiteboards Introduction to whiteboards The whiteboard toolbar Add and edit whiteboard content Advanced whiteboard shapes Add media to whiteboards Collaborate on whiteboards Visualize interview highlights on a whiteboard Create a whiteboard presentation Embed a whiteboard Record management Text editor toolbar Style text Add and modify tables Draft text with the AI assistant Improve text with the AI assistant Search Customizations Custom fields Custom layouts Merge custom fields together Convert custom fields to different field types Aha! product connection Link customer research to your product roadmap Turn research insights into Aha! records Share records between products Share documents between products Link customer research to personas Account management Account plans Plan options Advanced plan features Payment options Change your plan Billing and users User permissions Add or remove paid seats Manage account billing Sales tax Delete your Aha! account Cancel your subscription Account single sign-on (SSO) Account SSO | SAML 2.0 Account SSO | OneLogin Account SSO | Microsoft Active Directory Federation Services (ADFS) Account SSO | Microsoft Entra ID Account SSO | Bitium Account SSO | Okta Account SSO | Google Cloud Identity Troubleshoot single sign-on issues Integrations Google Calendar Integrate with Google Calendar Microsoft Outlook Integrate with Microsoft Outlook Microsoft Teams Integrate with Microsoft Teams Salesforce Integrate with Salesforce Salesforce application release notes Salesforce integration troubleshooting Zoom Integrate with Zoom Aha! Ideas Getting started Introduction Run a successful Aha! Ideas trial Get started with your new account Invite users to your Aha! Ideas account and portals Customize your ideas portal Import data into your account and portals Supported browsers Troubleshoot ad blocker and antivirus software issues How to How to customize your ideas portal How to add a custom field to proxy votes (Ideas Advanced) How to identify and prioritize high-value ideas How to add a filter to your ideas portal How to bulk edit and delete votes Imports Import data from a CSV file Import notes from Confluence Import users and data Import documents with the Aha! Knowledge Chrome extension Import whiteboards from Miro Import PDF documents Support articles AI assistant Introduction to the AI assistant AI assistant capabilities in Aha! Ideas AI assistant FAQs Custom prompts AI-powered idea exploration (Advanced plan) Analyze ideas with AI (Advanced plan) Identify similar ideas with AI (Advanced plan) Draft text with the AI assistant AI prompt library Improve text with the AI assistant Settings Personal settings Account settings Account billing settings Account customization settings Workspace settings Workspace ideas settings Workspace import settings Integration settings Shortcuts Automation (Advanced plan) Workspaces Create a workspace hierarchy Archive or delete a workspace Manage all ideas from one workspace Idea management Introduction to idea management Ideas overview page Ideas board Idea visibility Ideas prioritization page Priorities chart Introduction to themes Portal notification emails Troubleshoot portal notification emails Emailed ideas Proxy votes (Advanced plan) Segments (Advanced plan) Organizations (Advanced plan) Contacts (Advanced plan) AI-powered idea exploration (Advanced plan) Salesforce opportunity report (Advanced plan) Analyze ideas with AI (Advanced plan) Identify similar ideas with AI (Advanced plan) Manage submitted ideas Customize ideas Merge ideas Pin ideas Respond publicly to ideas portal users Report on trending ideas Ideas portals Introduction to ideas portals Ideas portal settings Advanced custom portal design Public ideas portal Private ideas portal Submit-only ideas portal Portal comments Ideas portal weekly summary email Dynamic idea submission forms (Advanced plan) Display multiple languages in your portal (Advanced plan) Create a custom ideas portal domain (Advanced plan) Custom pages (Advanced plan) Polls (Advanced plan) Manage portal spam Ideas portal users Invite portal users Manage portal users Ideas portals single sign-on (SSO) Portal SSO | SAML 2.0 Portal SSO | JSON Web Token Portal SSO | OpenID Connect Portal SSO | Google Cloud Identity Portal SSO | Salesforce Portal SSO | OneLogin Portal SSO | Entra ID Portal SSO | Okta Portal SSO | Microsoft Active Directory Federation Services (ADFS) Share your SSO configuration between ideas portals (Advanced plan) Portal SSO | Link portal users to organizations (Advanced plan) Portal SSO | Troubleshoot single sign-on issues Research Polls widget (Advanced plan) Idea submission widget (Advanced plan) In-app feedback widget installation (Advanced plan) In-app feedback widget FAQs (Advanced plan) Reports Introduction to reports Reports overview List reports Charts (Advanced plan) Pivot tables (Advanced plan) Bulk edit records Filter reports Dashboards Custom equation functions and operators Perform calculations on data in list reports Report on workspace documents Report on an idea's time in status Knowledge Documents Share documents Guest access Template library Draft text with the AI assistant Improve text with the AI assistant Meetings Add header images to documents and folders Create an Aha! record from highlighted text Whiteboards Introduction to whiteboards The whiteboard toolbar Add and edit whiteboard content Add media to whiteboards Collaborate on whiteboards Aha! shapes Smart zones Advanced whiteboard shapes Embed a whiteboard Create a whiteboard presentation View Aha! records on whiteboards Convert whiteboard content to ideas Notes Notes Access notes Create notes Note templates Link cards Organize notes Add media to notes Add Aha! views and whiteboards to notes Lock note editing Add and modify tables Share and export your notes The text editor Text editor toolbar Style text Track history and restore historical versions Comment and collaborate on text Add and comment on media Collaboration To-dos Comments How to use @ and #mentions Watchers Improve email reception Notifications Saved views Record management My work page Link ideas to each other Search User and record history Research tab Tags Customizations Statuses and workflows Aha! Ideas scorecards Custom fields Custom layouts Configure workflow approvals Merge custom fields together Dynamic idea submission forms (Ideas Advanced) Convert custom fields to different field types Mark certain fields read-only in custom layouts Account management Account plans Plan options Advanced plan features Payment options Change your plan Export and back up your data Billing and users User permissions Add or remove paid seats Manage account billing Sales tax Cancel your subscription Delete your Aha! account Account single sign-on (SSO) Account SSO | SAML 2.0 Account SSO | Google Cloud Identity Account SSO | OneLogin Account SSO | Microsoft Entra ID Account SSO | Microsoft Active Directory Federation Services (ADFS) Account SSO | Bitium Account SSO | Troubleshoot single sign-on issues Account SSO | Okta Integrations Introduction to integrations Create an integration template View integration log messages Send records in bulk to integrated tools Map fields between your Aha! account and your development system Aha! API REST API Integrate with activity webhooks Box Integrate with Box Dropbox Integrate with Dropbox Flowdock Integrate with Flowdock Gainsight Integrate with Gainsight Google Chat Integrate with Google Chat Google Drive Integrate with Google Drive Jira Integrate with Jira for Ideas (Advanced plan) Jira troubleshooting Integration configuration errors Integration authentication errors Duplicate data errors Record update errors Microsoft OneDrive Integrate with Microsoft OneDrive Microsoft Teams Integrate with Microsoft Teams Salesforce Salesforce integration features Gather customer feedback with Salesforce (Advanced plan) Integrate with Salesforce (Advanced plan) Salesforce integration troubleshooting Recommended Salesforce mappings Salesforce opportunity report (Advanced plan) Link Aha! Ideas and Salesforce records in bulk (Advanced plan) Integrate with Salesforce without ideas capture Import Salesforce links by CSV (Advanced plan) Salesforce application release notes ServiceNow Integrate with ServiceNow Slack Integrate with Slack Send activity to Slack Create and comment on records from Slack Create records from Slack (legacy version) Send activity to Slack (legacy version) Zapier Integrate with Zapier Zendesk Integrate with Zendesk (Advanced plan) Aha! Whiteboards Getting started Introduction Getting started Supported browsers Troubleshoot ad blocker and antivirus software issues How to How to run SAFe® PI planning with whiteboards How to use templates for wireframing How to create a custom template Imports Import whiteboards from Miro Import PDF documents Support articles AI assistant Introduction to the AI assistant AI assistant capabilities in Aha! Whiteboards AI assistant FAQs AI assistant for whiteboards AI prompt library Settings Personal settings Account settings Account billing settings Account customization settings Workspace settings Workspace hierarchy Archive or delete workspaces Tools Add a new whiteboard Aha! shapes AI assistant for whiteboards Annotation shapes Auto layout BPMN shapes Bulk edit Clip images Copy or paste style Crop images Custom colors Custom shapes Custom templates Edit image opacity and overlay Frames Group, align, and reorder content Icons Images and media Lines and connectors Milestones shapes Navigate whiteboards Pen tool Progress bars Shapes Show sticky note author Sticky notes Templates Text boxes The whiteboard toolbar Timeline shapes Whiteboard shortcuts Whiteboard tables Wireframes Record management My work Links Organize whiteboards Copy or move whiteboards Export whiteboards Create Aha! record links History Search Tags Collaboration Show grid Comments Lock editing How to use @ and # mentions Emoji reactions Inline comments Realtime whiteboard collaboration Voting tool Planning poker Create a whiteboard presentation To-dos Recurring to-dos Notifications Watchers Guest access Share whiteboards Aha! Roadmaps connection Convert objects to Aha! records Cross-link from the Research tab Embed whiteboards in Aha! records View Aha! records on whiteboards Create dependencies from a whiteboard Bulk edit Aha! records with whiteboard smart zones Account management Account plans Plan options Advanced plan features Payment options Cancel your subscription Delete your Aha! account Change your plan Billing and users User permissions Add or remove paid seats Sales tax Account single sign-on (SSO) Account SSO | SAML 2.0 Account SSO | Google Cloud Identity Account SSO | Okta Account SSO | OneLogin Account SSO | Microsoft Entra ID Account SSO | Microsoft Active Directory Federation Services (ADFS) Account SSO | Bitium Troubleshoot single sign-on issues Integrations Jira Add Jira records to whiteboards Create Jira issues from your whiteboard Azure DevOps Add ADO work items to whiteboards Aha! Knowledge Getting started Introduction Run a successful Aha! Knowledge trial Get started with Aha! Knowledge Troubleshoot ad blocker and antivirus software issues Supported browsers How to Set up a product knowledge base Set up an internal wiki Set up a private knowledge base Create a custom publishing role Imports Import documents from Confluence Import Microsoft Word documents Import documents with the Aha! Knowledge Chrome extension Import documents from ProProfs Knowledge Base Import whiteboards from Miro Import PDF documents Support articles AI assistant Introduction to the AI assistant AI assistant capabilities in Aha! Knowledge AI assistant FAQs Custom prompts AI prompt library AI-powered knowledge base translation AI-powered knowledge base search Draft text with the AI assistant Improve text with AI Settings Personal settings Account settings Account billing settings Account customization settings Account knowledge settings Workspace settings Workspace knowledge settings Workspace import settings Archive or delete workspaces Workspace hierarchy Documents Create documents Documents overview Text editor Inline comments Images and media Document header images Co-editing Draft text with the AI assistant Improve text with AI Markdown formatting shortcuts Text formatting shortcuts Meetings Custom templates Link related documents Link cards Manage documents Organize documents Control workspace document access Export documents Tags Templates History Copy or move documents Snippets Create an Aha! record from highlighted text Collaboration To-dos Comments Guest access My work Search Share documents Watchers Notifications How to use @ and # mentions Knowledge bases Knowledge base management Publishing overview Knowledge base settings Knowledge base branding Knowledge base homepage Knowledge base documents AI-powered knowledge base translation AI-powered knowledge base search Collections Knowledge base access Visitor experience Custom knowledge base domains Custom knowledge base URLs Meta descriptions Embedded knowledge bases Knowledge base exports Knowledge base accessibility best practices Knowledge base analytics Knowledge base feedback Whiteboards Navigate whiteboards The whiteboard toolbar Whiteboard shortcuts Group, align, and reorder whiteboard content Bulk edit whiteboard objects Copy or paste whiteboard style Custom colors on whiteboards Text boxes on whiteboards Shapes Aha! shapes Icons Sticky notes Lines and connectors Show whiteboard grid Customizations Document statuses and workflows Workflow approvals Account management Account plans Plan options Advanced plan features Payment options Billing and users User permissions Custom roles Add or remove users Sales tax Cancel your account Delete your Aha! account Integrations Account single sign-on Account SSO | SAML 2.0 Account SSO | Google Cloud Identity Account SSO | Okta Account SSO | OneLogin Account SSO | Microsoft Entra ID Account SSO | Microsoft Active Directory Federation Services (ADFS) Account SSO | Bitium Troubleshoot single sign-on issues Knowledge base single sign-on Knowledge base SSO | SAML 2.0 Knowledge base SSO | OpenID Connect Knowledge base SSO | JSON Web Token Knowledge base SSO | Google Cloud Identity Knowledge base SSO | OneLogin Knowledge base SSO | Entra ID Knowledge base SSO | Microsoft Active Directory Federation Services (ADFS) Knowledge base SSO | Salesforce Aha! Teamwork Getting started Introduction Get started with Aha! Teamwork Migrate work into Aha! Teamwork Pull work from Aha! Roadmaps into Aha! Teamwork Supported browsers Troubleshoot ad blocker and antivirus software issues Best practices Best practices for configuring Aha! Teamwork to support scrum Best practices for configuring Aha! Teamwork to support kanban Imports Import data from a CSV file Importer library Import from Asana Import from Trello Import Trello cards and lists Import from Azure DevOps Import from GitHub Import from GitLab Import from Google Sheets Import from Jira Import from Rally Import from Salesforce Service Cloud Import from Sentry Import from Zendesk Import Microsoft Word documents Import documents with the Aha! Knowledge Chrome extension Import notes from Confluence Import PDF documents Import documents from ProProfs Knowledge Base Import whiteboards from Miro Support articles AI assistant Introduction to the AI assistant AI assistant capabilities in Aha! Teamwork AI assistant FAQs Custom prompts AI prompt library Draft text with the AI assistant Improve text with the AI assistant Settings Personal settings Account settings Account billing settings Account customization settings Team settings Team status automation settings Team import settings Automation Teams Teams and team lines Archive or delete a team or team line Plan Introduction to sprints Timeline view Create and manage dependencies Introduction to backlog management Track progress Introduction to capacity planning Work Introduction to workflow boards Manage work on the workflow board Customize record cards Introduction to backlog management Knowledge Documents Template library Draft text with the AI assistant Improve text with the AI assistant Meetings Add header images to documents and folders Guest access Share documents Notes Notes The text editor Text editor toolbar Style text Add and modify tables Track history and restore historical versions Comment and collaborate on text Add and comment on media Create notes Note templates Link cards Organize notes Add media to notes Add Aha! views and whiteboards to notes Lock note editing Share and export notes Access notes Create an Aha! record from highlighted text Whiteboards Introduction to whiteboards The whiteboard toolbar Add and edit whiteboard content Advanced whiteboard shapes Add media to whiteboards Smart zones Collaborate on whiteboards Convert whiteboard content to Aha! records View Aha! records on whiteboards Create a whiteboard presentation Create dependencies from a whiteboard Embed a whiteboard Collaboration To-dos Comments How to use @ and # mentions Saved views Watchers Record management My work Create record links Research tab Search History Shortcuts Tags Reports Introduction to reports Velocity report Throughput report Cycle and lead time report Cumulative flow diagram Burndown chart Burnup chart Delivery risk report Value delivered report Work delivered report Sprint retrospective report Report on team documents Customizations Statuses and workflows Custom fields Custom layouts Manage at-risk work Merge custom fields together Convert custom fields to different field types Mark certain fields read-only in custom layouts Report on at-risk work Extension library Aha! Roadmaps connection Connect with Aha! Roadmaps Aha! Roadmaps connection overview Record types in the Aha! Roadmaps connection User permissions in the Aha! Roadmaps connection Enterprise+ functionality in the Aha! Roadmaps connection Unified backlog management Team status mapping Aha! Roadmaps connection capacity planning Aha! Roadmaps connection workflows Aha! Roadmaps connection reporting Report on Aha! Teamwork records in Aha! Roadmaps Aha! Roadmaps connection account configuration Aha! Roadmaps connection best practices Import ideas into Aha! Teamwork Account management Account plans Plan options Advanced plan features Change your plan Payment options Export and back up your data Billing and users User permissions Sales tax Add or remove paid seats Cancel your subscription Delete your Aha! account Account single sign-on (SSO) Account SSO | SAML 2.0 Account SSO | OneLogin Account SSO | Microsoft Entra ID Account SSO | Microsoft Active Directory Federation Services (ADFS) Account SSO | Bitium Account SSO | Okta Account SSO | Google Cloud Identity Troubleshoot single sign-on issues Integrations Abstract Integrate with Abstract Aha! API REST API Box Integrate with Box Dropbox Integrate with Dropbox Figma Figma extension GitHub GitHub extension Google Drive Integrate with Google Drive InVision Integrate with InVision Marvel Integrate with Marvel Microsoft OneDrive Integrate with Microsoft OneDrive Planning poker Planning poker extension Slack Integrate with Slack Send activity to Slack Create and comment on Aha! records from Slack ServiceNow Integrate with ServiceNow Zendesk Integrate with Zendesk Aha! Develop Getting started Introduction How to run a 1-week trial with your dev team Getting started Migrate work into Aha! Develop How to pull work from Aha! Roadmaps into Aha! Develop Supported browsers Troubleshoot ad blocker and antivirus software issues Best practices Best practices for configuring Aha! to support SAFe® Best practices for SAFe® program increment planning Best practices for configuring Aha! Develop to support scrum Best practices for configuring Aha! Develop to support kanban Introduction to capacity planning Imports Import data from a CSV file When to use imports over importers Import from Asana Import from Trello Import Trello cards and lists Import from Azure DevOps Import from GitHub Import from GitLab Import from Google Sheets Import from Jira Import from Rally Import from Salesforce Service Cloud Import from Sentry Import from Zendesk Import Microsoft Word documents Import documents with the Aha! Knowledge Chrome extension Import notes from Confluence Import PDF documents Import documents from ProProfs Knowledge Base Import whiteboards from Miro Support articles AI assistant Introduction to the AI assistant AI assistant capabilities in Aha! Develop AI assistant FAQs Custom prompts AI prompt library Draft text with the AI assistant Improve text with the AI assistant Settings Account settings Account billing settings Account customization settings Team settings Team status automation settings (Develop Advanced) Team import settings Personal settings Shortcuts Automation (Advanced plan) Teams Teams and Team lines Archive or delete a team or team line Work Introduction to workflow boards Introduction to backlog management Manage work on the workflow board Customize record cards Plan Introduction to sprints Timeline view Introduction to backlog management Create SAFe program increments (Advanced plan) Knowledge Documents Template library Draft text with the AI assistant Improve text with the AI assistant Meetings Add header images to documents and folders Guest access Share documents Notes The text editor Text editor toolbar Style text Add and modify tables Track history and restore historical versions Comment and collaborate on text Add and comment on media Notes Access notes Create notes Note templates Link cards Organize notes Add media to notes Add Aha! views and whiteboards to notes Lock note editing Share and export notes Create an Aha! record from highlighted text Whiteboards Introduction to whiteboards The whiteboard toolbar Add and edit whiteboard content Advanced whiteboard shapes Add media to whiteboards Collaborate on whiteboards Create wireframes on whiteboards Smart zones Convert whiteboard content to Aha! records View Aha! records on whiteboards Create a whiteboard presentation Create dependencies from a whiteboard Embed a whiteboard Collaboration To-dos Comments How to use @ and # mentions Saved views Watchers Record management My work Create record links Research tab Search History Tags Reports Introduction to reports (Advanced plan) Velocity report (Advanced plan) Throughput report (Advanced plan) Cycle and lead time report (Advanced plan) Cumulative flow diagram (Advanced plan) Burndown chart (Advanced plan) Burnup chart (Advanced plan) Delivery risk report (Advanced plan) Value delivered report Work delivered report (Advanced plan) Sprint retrospective report (Advanced plan) Report on team documents Customizations Statuses and workflows Custom fields Custom layouts Manage at-risk work Merge custom fields together Convert custom fields to different field types Mark certain fields read-only in custom layouts Report on at-risk work Aha! Roadmaps connection Connect with Aha! Roadmaps (Advanced plan) Import ideas into Aha! Develop Report on Aha! Develop records in Aha! Roadmaps Aha! Roadmaps connection overview Aha! Roadmaps connection account configuration Aha! Roadmaps connection best practices Aha! Roadmaps connection reporting Aha! Roadmaps connection workflows Aha! Roadmaps connection capacity planning Team status mapping Unified backlog management Enterprise+ functionality in the Aha! Roadmaps connection Record types in the Aha! Roadmaps connection User permissions in the Aha! Roadmaps connection Extensions Introduction to extensions Extension library Build your first extension Build your first importer extension Create an extension Extension contribution types Importer extension contributions View extension contributions Command extension contributions Event handler extension contributions Endpoint extension contributions Settings extension contributions Store extension data Write extension contribution code Install an extension Debug an extension Package.json file format Extension API reference CLI reference GraphQL API Model API Extension fields Extensions security model Account management Account plans Plan options Advanced plan features Change your plan Payment options Export and back up your data Billing and users User permissions Sales tax Add or remove paid seats Cancel your subscription Delete your Aha! account Account single sign-on (SSO) SAML 2.0 (Advanced plan) Google Cloud Identity (Advanced plan) OneLogin (Advanced plan) Entra ID (Advanced plan) Microsoft Active Directory Federation Services (Advanced plan) Bitium (Advanced plan) Okta (Advanced plan) Troubleshoot single sign-on issues Integrations Aha! API REST API Box Integrate with Box Dropbox Integrate with Dropbox Figma Figma extension GitHub GitHub extension Google Drive Integrate with Google Drive MCP server MCP server connection Microsoft OneDrive Integrate with Microsoft OneDrive Slack Integrate with Slack Send activity to Slack Create and comment on Aha! records from Slack ServiceNow Integrate with ServiceNow TestRail TestRail extension

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