Save as Note template

We have created a notes template that makes it easy for us to retrieve and review info. Today I'm stuck making this from scratch several times a day. We are storing all customer meetings and internal meeting notes in Aha!, so this is becoming very cumbersome and tedious.

Also, I am not the full billing admin in my Aha! environment, yet I want to create templates. I'm not sure exactly what level of access I have, but I know it's pretty liberal, as I can create new workspaces, add integrations, etc.

To Build custom slides I go to Notes. In notes the UI is much richer to create tables and templates. Then I add them to my presentation. Updating decks is easy too as I just change the Note. It would be nice if I can share these custom Notes I created with the rest of my company. I can see this as a custom not template that I can add to the template selection list. Next time someone needs to create our corporate Business Case Pricing and Packaging slide.... there's a template for that.

We are really trying to keep decision discussions associated to AHA! records, and I'm upsetting my team by asking them to keep this in AHA! because we can't support the fields we need to capture (as we do in Confluence). A custom template would make that problem go away and adoption of AHA! as a centralized product repository much easier!

Right now we put notes in Confluence because we don't have the flexiblity we need in Aha!; I wish we could keep everything related to the product in one place.

This would be very helpful.

yes please. This would be a huge time saver for our teams.

As Aha! is becoming more integrated in our organization the need for customized note templates is growing to be utilized in a many different ways.

I need a custom slide for my executive presentation.

I tried to create a Strategy model or positioning template, but the format is very limiting and I cannot create a custom look.

Notes seem to be the way to go.  There's a lot of flexibility in creating a custom look.  Now if only I could reuse a Notes slide that I spent so much time creating.

Creating custom notes template would be a great solution for this problem.

I would like to create my own template to be shared with my team.

As this feature matures, the ability to edit/delete existing templates and add additional ones across products would be fantastic...establishing standard work and consistency is key.

We would love this!  We want to create a template that is a combination of the meeting agenda and meeting notes templates.

Need to have the ability to create a customized note template that can be used across all workspaces

Add basic ability to create a new note template.

I would also like to be able to customize the template. A workaround is to open a template [site visit], edit the existing template and call it "[Site Visit Template]" and make copies to then use across products or as needed in the existing product. Since you can copy to another product (using the the little "..." menu in the upper right, this works pretty well.

Will like to see a project charter template, with ability to edit based on local needs