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Share your product feedback

Status Future consideration
Categories Whiteboards
Created by Reilly O'Connor
Created on Mar 6, 2025

Prompt me to save view before I export to a whiteboard

What is the challenge?

Currently, a view does not have to be saved before being exported to a whiteboard. Once the view is "exported to a whiteboard as a view", if the whiteboard is deleted, there is no recovering unless it was previously saved.

Views in Aha! Roadmaps generally need to be saved prior to being exported.

What is the impact?

Exporting a view to a whiteboard creates a whiteboard, but it does not save the underlying report structure. When experimenting with building a report and then exporting it to a whiteboard, it is easy to miss the step of saving the view. If the whiteboard is later deleted, there is no way to get "back" to the report that drove it initially.

Describe your idea

Prompt users to save views prior to exporting to a whiteboard.

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  • Admin
    Sarah Moisan-Thomas
    Reply
    |
    Mar 7, 2025

    👋🏻 Thanks @Guest ! We can see how this could make it easier to access the correct reports again in the future, and we'll look into adding a prompt to save a view before exporting it!