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Add a whiteboard template into a document template

What is the challenge? We use document templates with embedded whiteboard templates, however, when inserting the document template, the whiteboard template is not automatically included. What is the impact? The sections where the whiteboard templa...
Manuel Froehlich 10 days ago in Whiteboards 0 Future consideration

Prompt me to save view before I export to a whiteboard

What is the challenge? Currently, a view does not have to be saved before being exported to a whiteboard. Once the view is "exported to a whiteboard as a view", if the whiteboard is deleted, there is no recovering unless it was previously saved. V...
Reilly O'Connor 10 days ago in Whiteboards 1 Future consideration

Advanced Custom Homepage

What is the challenge? The current product does not accommodate custom homepages. What is the impact? Many hours spent using JS to force the presence of a custom homepage. Describe your idea Via the settings (branding > custom), introduce a HTM...
Matt Loveridge 10 days ago in Branding 0 Future consideration

Support types on requirements like we do on features

What is the challenge? We have many types of requirements and today it is hard to quickly see the difference between them or report on the number by type. What is the impact? Less efficiency and consistency. We use a workaround of placing emojis i...
Kelly Sebes 10 days ago in Features 0 Future consideration

Display customized terminology on settings screens

What is the challenge? Today customized terminology displays on user facing screens within Aha! but not on settings screens. What is the impact? This makes it hard for users to ensure they are adjusting the right settings for each record type. Des...
Kristina Gass 10 days ago in Account settings 0 Future consideration

Custom layouts for to-dos that are not part of a workspace

What is the challenge? When a layout is applied to to-dos on a given workspace, only to-dos tied to records in that workspace will have the layout applied What is the impact? Standalone to-dos are not able to have a custom layout Describe your ide...
Scott Vonderharr 10 days ago in To-dos 0 Future consideration

drag and drop for customized field

What is the challenge? We have a customized field called 'Handoff date, which means the on that date, PRD and design are done and PM/PD hand off the feature to dev team. As a PM, when I make a roadmap plan, I have along list of features for adjust...
Guest 11 days ago in Roadmaps 1 Already exists

When adding a report/roadmap to a dashboard, default to not making a copy

What is the challenge? When working with users to build Aha! dashboards, many do not intend to make a copy of the report they are using for their dashboard. However when building the dashboard, it default sets it to make a copy and this leads to a...
Max Robbins 11 days ago in Reports 0 Future consideration

Create a new field type to make establishing relationships to records more consistent

What is the challenge? Today teams can create any relationship between any record through record links. As standards are established some teams would like the ability to ensure specific relationships are set between set record types. What is the i...
Kristina Gass 11 days ago in Dependencies 0 Future consideration

Automatically filter fields by relevant workspace

What is the challenge? Currently, throughout the application, fields contain records from all workspaces under the account, meaning that they are cluttered with useless information, making it harder to find records I'm looking for. What is the imp...
John P 12 days ago in Application 0 Future consideration