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Whiteboards

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Use whiteboards to visualize object record relationships

use the whiteboard functionality to take a record and create a visualization of the related records up and down the hierarchy.
Eric Cannady over 1 year ago in Whiteboards 0 Future consideration

Allow users to import content via CSV into Whiteboards

It would be helpful to be able to take data from another source and import content directly into a whiteboard and have the ability to create various types of whiteboard content based on a CSV. To go with this - I would recommend providing a templa...
David Willequer over 1 year ago in Whiteboards 0 Future consideration

Whiteboards - edit objects created from existing records

It is great that I can copy the URL of an existing record to create an object on a whiteboard (along with an attachment link). However, I'm not able to edit the text or change the font size, which is something I'd want to do. As whiteboards use th...
Dale Potter almost 2 years ago in Whiteboards 0 Future consideration

Add tool tips to whiteboard menus

When an object is selected on a whiteboard, not all of our menu items are intuitive. It would be great to add tool tips (just a word or two) to explain what these buttons will do so I don't have to pursue trial by error. For example, on the attach...
Emily Yankush almost 2 years ago in Whiteboards 0 Future consideration

Opportunity Solution Tree

My team and I have started to use Teresa Torres' Opportunity Solution Trees to map out our product outcomes, opportunities, and solutions. We've found that the information is the same information we have in Aha (outcomes = goals; opportunities = i...
Guest almost 4 years ago in Whiteboards 1 Future consideration