Default templates for typical stakeholder views (e.g.: senior management) based on best practices *and* ability to create templates at account or product level so users can create notebooks more easily.
This will also help ensure consistency across product teams and build in best practices as to what is Okay to share.
This was created Sept 19, 2014 and there has been no resolution or solution offered.
Is this dead?
10yrs old?
I agree - the ability to manage presentatioun templates properly, rather than via a workaround is a necessity when implementing Aha! in a organization
We use the Aha Release Templates to help guide us through our Go-To-Market which involves many teams. There are 2 presentations we always share with those cross functional teams during this process (Definition of release and Go/No-Go summary of release). I have started creating two presentations in Aha to act as templates, but realized too late that I just have to make everyone collaborators and hope they follow instructions to copy the presentation :). I'll keep a backup as my workaround, but it would be so much better if I could mark these as templates like we can all the other fabulous reports in Aha.
I agree this is indispensable to a large organization that has a Corporate Standard.
Not having some method to standardize Presentation templates in AHA is a huge missing piece.
And even though I can “hack the system” and create a presentation that everyone’s copies from for the initial set up, maintenance on the template in a nightmare.
If the Corporate Standard changes, there is no easy way to roll out that new template, short of deleting your old presentation, Copy a new Presentations, Creating all new Views, putting those views back into the presentation, deleting the old views and moving the new views from the bottom of the presentation to their intended location. Like I said NIGHTMARE.
I was told a year ago to standby because AHA was fundamentally changing the way they do presentations, but nothing so far.
I proposed a solution to the problem that potentially eliminated ¾ of the total work: https://big.ideas.aha.io/ideas/A-I-10037
Then 2 weeks ago I submitted another idea that eliminated ½ the total work: https://big.ideas.aha.io/ideas/A-I-12768
Both are in the “Future Consideration” black hole.
Now faced with the second Corporate mandated Presentation change of the year I again face hours of mind-numbing cut and paste to come into corporate compliance.
What once seemed like a meaningful solution off Power Point has again become my personal maintenance burden.
Just wanted to add the fact that this would be incredible to use our corporate ppt templates in Aha so we can start using the embedded reports to present along with our corporate templates.
This is key to our adoption - we have many templates we would like to migrate in to Aha!.
you can now copy+paste slides from one notebook to another. might resolve request.
I would love to hear more feedback in this area.
Is the interest in this idea based templates for the:
With the release of the enhanced notebooks we would like the ability to create a template that can be shared with other members of the product team. This will help standardize our reports to senior management.
Another vote for this one. Users have a terrible time getting notebooks pristine for Exec review - and it ends up hurting our Aha reputation in the eyes of senior management.
This is causing real issues for us, and is a big barrier to what we are trying to achieve by using Aha!
We have a very rapid turnaround of new product, and we are specifically using Aha to avoid duplication of work by using it to form the basis of our documentation.
Without this feature, we can't provide the standard of documentation we need to for investors, our CEO, development teams etc to give us the go-ahead with a product; and for sales teams to see how the product has been updated and how the catalogue looks now.
This is HUGELY important. Happy for you to get in touch with me if you want to discuss the requirements.
We try to reuse similar items on the cover sheet, plus add a Notes page to end of each Notebook we use for our Scope Review.