Templates for notebooks

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.  

  • Guest
  • Sep 19 2014
  • Likely to implement
Release time frame
  • Attach files
  • Paige Richbourg commented
    September 23, 2015 11:42

    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.

  • Guest commented
    July 29, 2016 09:55

    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.

  • nick bunte commented
    February 23, 2018 15:37

    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. 

  • Alex Lomakin commented
    July 17, 2018 17:34

    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.

  • Admin
    Ron Yang commented
    March 20, 2019 23:32

    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
  • Laura Giles commented
    April 30, 2019 22:36

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

  • Sally Howard commented
    August 22, 2019 08:51

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