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Notes

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Dropdown in Action items

What is the challenge? Status column in Meeting Notes > Action items box is not a dropdown What is the impact? It is time consuming and not very intuitive to select from colored boxes and add tags ourselves. Describe your idea Action items tabl...
Guest 5 months ago in Notes 0 Future consideration

Note publication and distribution by email on a schedule

What is the challenge? I have a note that contains multiple Aha! views and is presented as a management report on the system to show activity, usage, voting, analytics on customer ideas. In order to view the report (e.g. Senior Managers who do not...
Martin W 5 months ago in Notes 0 Future consideration

Draft with AI should use existing strategic records to produce better context

Who would benefit? Product and marketing teams author lots of strategic records in Aha! (vision, positioning, models, brand guidelines, notes + whiteboards, etc). All of this is important context to know when generating content with AI so the cont...
Max Robbins 10 months 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 1 year 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 about 1 year ago in Notes 0 Future consideration

Notebook sidebar organization

Who would benefit? Users trying to find and view things quickly What impact would it make? More user control over sidebar organization in Notebook; reduced cognitive load How should it work? Ability to add Divider lines Expand all/collapse all fun...
Guest 10 months ago in Notes 0 Future consideration

SSO option for guest users

Who would benefit? colleagues across the organisation who Roadmap users share notes/whiteboard with What impact would it make? It would mean they don't need to create and remember a password to access their account and gives some extra security to...
Ben Samuels 10 months ago in Notes 1 Future consideration

Allow per-user favoriting of Product wiki Notes

As a company wiki grows larger, it would be nice to favorite , bookmark , or star certain wiki notes. The closest existing mechanism, watching a note, makes sense when you authored it or need to know when it changes. This proposal focuses more on ...
Christopher Keele about 8 years ago in Notes 2 Future consideration

Make it easier to capture and track Organization-specific customer notes

Our PMs talk to customers all the time. We want to use Aha for basic CRM such that anytime one of us talks to an organization, we capture an indexed, searchable note for that customer detailing who, what, when, and topics. Maybe we're interviewing...
Brian Trombley about 2 years ago in Ideas / Notes 5 Future consideration

Allow for Create SSO access when sharing notes and whiteboards

As a large organization, SSO is required to access authorized tools. When sharing documents (notes/whiteboards) today with a non-Aha! user in my organization, that user would need to start a free Aha! Create account with a UN/PW or Google SSO. We'...
Jeanette Resnikoff about 2 years ago in Account settings / Notes / Whiteboards 0 Future consideration