I am loving the new whiteboard functionality and will be reviewing our use of a competitor (Miro) who has a set of similar functionality.
I appreciate that I can create a new Aha record when brainstorming in the whiteboard.
However, we often have found that we already have records that we would want link to the whiteboard data.
We have found that we are capturing our information in Aha, but then looking to visualize it in the whiteboard.
The ability to link to existing would remove duplication and more closely align all the work we want to capture in Aha and not in other solutions.
You can now link whiteboard shapes to existing records! To try this out, right-click on a shape or open the ... menu, and select Link to Aha! record. Then search for and select your desired record. You can open the linked record from the whiteboard by double-clicking on the shape, or by clicking the Open record icon.
Great to hear that you are loving the new whiteboards! There are a few ways to add existing records to a whiteboard today:
Add a single record: Copy the URL of any idea, feature, epic, initiative, or goal, then paste it into your whiteboard. It will add a dynamic, linked record card so you can open and update your existing record.
Add records in bulk: From a Features board, Idea prioritization list, Feature prioritization list, or List report, click the Export button in the top right, and select Add to Whiteboard as shapes.
Let us know if there are other options that would be helpful for your work in whiteboards!