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Notes

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Ability to add helper text in description templates

Who would benefit? All notebook users creating a document from a template What impact would it make? Today users creating product artefacts from a template will typically have helper text to help guide the experience... so normally their first tas...
Aha@IBM 5 months ago in Notes 0 Future consideration

Allow users to create ideas directly from notes

Some users would like to be able to create ideas directly from chunks of text on notes, similar to how we can create them from whiteboard objects today. One use case is for customer interviews - this would allow users taking interview notes in Aha...
Bryan McElhinney over 1 year ago in Notes 0 Future consideration

Requesting access to a edit a document results in an email to the 'Owner', we would like to be able to send the notification to the Idea Custom Field: 'Product Manager'

Who would benefit? Product Managers What impact would it make? The Notification path would be modified to the appropriate Product Manager since we do not use 'Owner' notifications in our Enterprise How should it work? When a aha User requests edit...
Mike Jacobson 4 months ago in Notes 0 Future consideration

Ability to change "Relates to" linked records to another record type

What is the challenge? By default related records are of type "related to" even though that is not always the best way to corrolate record types. It would be great to switch to the correct record type such as "release notes for" How would you solv...
Aaron Weinberg about 1 month 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 7 months ago in Notes / Whiteboards 0 Future consideration

Embed notes in record description (same appearance as whiteboards)

Who would benefit? Product teams build up documentation relevant to specific epics and features. You can currently add this document to the Research tab or add it as a link in a record description, but this does not give a user a preview of what t...
Max Robbins 3 months ago in Notes 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 6 months ago in Notes 0 Future consideration

Add ability to sort tables in notes

Who would benefit? anyone trying to present data in a note What impact would it make? would help readability of notes How should it work? Would like to be able to sort a table of feedback from the client by a column (ex. priority) or a table of cl...
Jennifer Lange 6 months ago in Notes 0 Future consideration

Add "Category" field to Documents & Links (Notebook Tab & Research Tab)

Who would benefit? Anyone looking for a specific kind of link or document. What impact would it make? It would reduce time to find documents, if you don't know the name. It would enable reporting out on specific kinds of documents. For instance, i...
Marcie Millenbach 3 months ago in Notes 1 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 7 months ago in Notes / Whiteboards 0 Future consideration