JTBD: Link relevant external (outside of Aha!) documents to a record in Aha! so that I can keep information organised in one place.
Problem: I have many external (outside of Aha!) documents that are used throughout the discovery, design, and implementation process that can be related or relevant to an Aha! record but it's hard to easily access, keep track, and organise these documents
Impact: I have to use manual and existing prior knowledge of what these documents are, where they are stored, and how I access them if I'm dealing with a specific Aha! record during research, planning, and design. This requires increased mental capacity/effort, creates a higher likelihood of error (i.e. miss a document), and may cause rework for me to context switch if a stakeholder or Aha! user asks for more context when I'm working on something else.
Opportunity:
Reduce the time it takes to access relevant/related external documents related to an Aha! record
Reduce the time/effort it takes to get context for an Aha! record
Increase the ease of use of organisation
Reduce the time to access
Allow stakeholders/users within Aha! to self-serve
Reduce errors and rework
Stakeholders such as designers, marketers, operations, sales folk have the correct information/context they need to perform their tasks
PM is no longer the information gate keeper
PM does not have to context-switch to answer stakeholder queries
Proposed solution: Provide a way to link to external documents within the Research Tab of an Aha! record
Great idea! A solution that works well for us is to add a note in the Research tab, named like "Customer research". In that note we can include links to reports and analytics, as well as summarize our findings. A similar approach could also work well for linking to other external resources.