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Notes

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Manage who receives email requesting document reviewer edit access

Who would benefit? Workspace owners who are currently receiving all requests to edit a document from a reviewer. What impact would it make? The request to edit a document will be reviewed and approved more quickly with less noise to owners that do...
Julie Price 2 months ago in Notes / Whiteboards 0 Future consideration

Pin a note

Who would benefit? Customers with a long list of notes that need to quickly access specific notes What impact would it make? Faster access to core information How should it work? Allow a note to be pinned. In the note navigation, have a special pl...
Madeleine Black 22 days ago in Notes 0 Future consideration

Use AI to sort my notes

Who would benefit? Anyone with a long list of personal notes (or workspace notes) that are unstructured What impact would it make? Easier to find my documents How should it work? I have a long list of unstructured personal documents, many with jus...
Madeleine Black 22 days ago in Notes 0 Future consideration

ability to schedule notes

Who would benefit? internal and external stakeholders What impact would it make? Efficient and reliable communication How should it work? This should work like the scheduled saved views. I would like to be able to send a weekly update to my client...
Jennifer Lange about 2 months ago in Notes 0 Future consideration

Search Note record type edit history

Who would benefit? All teams that use notes What impact would it make? Easily find correct past versions in edit history How should it work? Search bar within edit history in Note record types to pinpoint where in the history something changed (ba...
Emily Millman about 2 months ago in Notes 0 Future consideration

allow tables within notes to scroll horizontally

Who would benefit? anyone trying to report data in tables What impact would it make? could add as many fields as needed, as well as have the column width necessary How should it work? Currently, in notes, the table can only be as wide as the viewa...
Jennifer Lange about 1 month ago in Notes 0 Future consideration

Separate document access settings for notes and whiteboards

Who would benefit? Aha! admins and PMs What impact would it make? This would help to ensure the relevant types of documents can be open for collaboration How should it work? Currently, document access settings for the workspace allow for edit/view...
Jeanette Resnikoff 2 months ago in Notes / Whiteboards 0 Future consideration

Enhance Table of Contents to have collapsable levels

We are an ISV with hundreds of products, and we have started using Notes to centralize roadmaps for everyone in the company to view. We broke them down first by separating pages for Business Units, but even with each BU, we have many products, and...
Anna Murray 3 months ago in Notes 0 Future consideration

Add "documentation templates" to automatically create documents upon record creation

As a product team member, I have a series of documents that need to be captured on every epic (such as a BRD, a kickoff session agenda, and a retrospective agenda). I'd like to define a "template" experience such that when new epics are created, t...
Reilly O'Connor 3 months ago in Notes / Whiteboards 0 Future consideration

Have a report view be dynamic in notes/documents

When adding a report into a document/note via "aha view", the view of that report does not update after you edit the report. One of the great things about Aha is how data driven the tool is. Unfortunately the way views show reports in documents/no...
Matt Toburen 5 months ago in Notes 0 Future consideration