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Whiteboards

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Converting sticky notes to other record types should not bypass any required fields processes

When converting sticky notes in a whiteboard to other record types, we don't want users to be able to bypass required field entry for those record types. I have found other areas within Aha! where required field entry can be bypassed when creating...
Emily Millman about 1 year ago in Whiteboards 0 Future consideration

Allow to use Lean Canvas templates in Custom note fields

It should be fairly easy to enable the use of a Lean Canvas templates in a custom note.
Edgar Holguin about 1 year ago in Whiteboards 3 Already exists

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 about 1 year ago in Notes / Whiteboards 1 Future consideration

Inherit Document Access settings

It would be useful to define default Document Access settings for notes/whiteboards at parent line levels to be inherited down to workspaces instead of needing to make setting changes for each workspace individually
Jeanette Resnikoff about 1 year ago in Notes / Whiteboards 0 Future consideration

Allow embedding existing whiteboards in records

It is possible to create a new whiteboard on the fly in an Aha! records, but there are times when I have already created a whiteboard I'd like to embed in a record. I can link it as a related item, but I cannot embed it directly. It would be great...
Maria Plotkina about 1 year ago in Whiteboards 0 Future consideration

Whiteboard template linking to existing Epics, Features and Stories

As as SAFe practitioner, we use lean portfolio management techniques across more than 40 teams, rolling up programs at the Program Increment level on a quarterly basis. Our Epics and Features are created in User Story Maps (love this feature) well...
Chris Lenzo about 1 year ago in Whiteboards 2 Already exists

Support automatic alternate row coloring in tables

Many programs for agendas, etc. utilize the tables model heavily. Tables do work great in these scenarios but one frustration with them is no one supports automatic alternate row coloring which makes the table easier to read. When you have to colo...
Reilly O'Connor over 1 year ago in Notes / Whiteboards 0 Future consideration

Create parent-child relationships when converting whiteboard objects

It would be helpful and add efficiencies to be able to select multiple whiteboard objects and convert to parent/child records based on the connectors. For example, I may start planning my goals and initiatives in a whiteboard and then add multiple...
Jeanette Resnikoff over 1 year ago in Whiteboards 0 Likely to implement

Apply record description template when converting whiteboard objects

Today, converting a whiteboard object to a record will include the name. However, it would be useful to automatically apply the initiative, epic, or feature default description template on creation.
Jeanette Resnikoff over 1 year ago in Whiteboards 0 Future consideration

Whiteboard diagram key that updates shapes automatically

Use case: When I create a workflow diagram, I have repetitive shapes representing specific steps (i.e. process, decision, database, ...). If I decide to change the colour or style of a step, I need to select all the same step shapes and change the...
Julie Price over 1 year ago in Whiteboards 0 Future consideration