Transform your documentation and meeting agendas into dynamic, actionable resources by linking and creating Aha! records directly from highlighted text. This makes it easy for any reader to jump straight to the right record or action item from a document that references it — helping your team stay informed and follow through on next steps.
Click any of the following links to skip ahead:
Create a new record from highlighted text
You can create an initiative, idea, epic, feature, or to-do from highlighted text in your document:
Highlight the text you want to link.
Click the Aha! record icon at the right of the text field.
In the bottom right of your screen, click Create record + and select the type of record you want to create.
On the next screen, select the workspace or team where you want the new record to be created. Then, continue configuring required fields in the record creation modal. This modal will follow your workspace's custom layout.
Click Create record.
Link highlighted text to a record
Highlight the text you want to link.
Click the Aha! record icon at the right of the text field.
Select the record you want to link (you can use the search bar if you do not see it listed) and click Link to record.
Access linked records
When a user links or creates a record from highlighted text, the text will display a blue highlight and underline. Click the linked text to access several options:
Click View linked record to open the record's drawer view.
Click Convert to record pill to replace the highlighted text with a pill-shaped record icon displaying the record's reference number.
Click Change linked record to swap out the linked record for a different one.
Click Remove record link to remove the link from the highlighted text.
All linked records in your document will be listed under the Linked records section of the document's Related tab.