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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 6 months ago in Notes / Whiteboards 0 Future consideration

Move saved views of reports, presentations, or dashboards into a Folder within Notebooks

Who would benefit? PMs, Stakeholders What impact would it make? Reduce the need to have a separate folder library of reports Notebooks can become a central product hub of information including referenced reports, presentations, or dashboards that ...
Terence Osmeña 4 months ago in Notes 0 Future consideration

Automatically resize content when exporting to pdf

Who would benefit? anyone sharing pdfs What impact would it make? lift the barrier for duplicating effort by exporting content to excel then pasting in word docs How should it work? Auto shrink any content to fit to page. When I export an Aha! doc...
Nerissa Muijs about 1 month ago in Notes 2 Future consideration

Custom fields for Notes

We need the ability to tag specific notes so they are easier to find when searching Aha! Additionally, sometimes it's helpful to store additional metadata about a note (components, customers, etc.). This metadata goes beyond categorizing the notes.
Nathaniel Collum over 3 years ago in Application / Notes 0 Future consideration

Explicitly specify folder location when saving new research

Who would benefit? Notebook users creating new research docs What impact would it make? Avoid users operating within notebooks from having to relocate document on each new creation How should it work? One could be given a choice of save location w...
Aha@IBM 4 months ago in Notes 0 Already exists

Comment in notes need to be more obvious in color (more contrast)

Who would benefit? everyone What impact would it make? Easier to find comments and see them How should it work? ability to choose the color or make it have a higher contrast. With the white background it is very faint (until you click on it, which...
Jennifer Lange about 1 month ago in Notes 0 Future consideration

Grid view for notes

Who would benefit? Everyone What impact would it make? Improved UI How should it work? I would like the ability to show folders of notes either in a list view on left (as is currently) or as a grid of folders with individual notes below.
Molly Jane Quinn about 1 month ago in Notes 0 Future consideration

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 5 months ago in Notes / Whiteboards 0 Future consideration

Ability to link records for external links

Who would benefit? All users looking to tie records together What impact would it make? It would help with finding related documents, even if externally linked How should it work? Clicking on an externally linked site would not open in a new tab r...
Guest about 1 month ago in Notes 0 Future consideration

Improved management of document template catalogue

Who would benefit? Notebook users, Enterprise standards management What impact would it make? Users would be able to identify the templates being endorsed across an organisation in creating new documents How should it work? I see 2 very desirable ...
Nigel Lawrence 5 months ago in Notes 0 Future consideration