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110 VOTE
Status Future consideration
Categories Presentations
Created by Guest
Created on Sep 19, 2014

Templates for presentations

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.  

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  • Frank Fuchs
    Jul 13, 2022

    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:

    Then 2 weeks ago I submitted another idea that eliminated ½ the total work:

    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.

  • Guest
    May 19, 2020

    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.

  • Sally Howard
    Aug 22, 2019

    This is key to our adoption - we have many templates we would like to migrate in to Aha!.

  • Laura Giles
    Apr 30, 2019

    you can now copy+paste slides from one notebook to another. might resolve request.

  • Ron Yang
    Mar 20, 2019

    I would love to hear more feedback in this area. 

    Is the interest in this idea based templates for the:

    • Visual look and feel of the notebook slides, or
    • Report types included in the notebook
  • Alex Lomakin
    Jul 17, 2018

    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.

  • Guest
    Feb 23, 2018

    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. 

  • Guest
    Jul 29, 2016

    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.

  • Guest
    Sep 23, 2015

    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.

  • +14

Make templates from notebooks

When managing lots of products yet wanting to communicate the same type of information to stakeholders for all, it would be useful to be able to save a notebook for one product as a template such that it can be used for any other products in Aha!
warren lester over 7 years ago in Presentations 1 Future consideration

Enhanced Notes Functionality

It is possible to create notes and then export to notebook. This functionality is great but the potential is even greater. It will be really good if the editor for notes was more in line with a wiki, which enables me to replicate a powerpoint slid...
Project Parker over 5 years ago in Presentations 0 Future consideration