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Aha! Discovery

Header image

Aha! Discovery

Aha! Discovery

Getting started
Support articles
Account management
Integrations

Aha! knowledge base

Introduction to the Aha! suite of product development tools

Introduction to the product value score

Compare Aha! product plans

Introduction to the AI assistant

AI assistant FAQ

AI assistant capabilities by Aha! product

Custom AI prompt library

Getting started

Run a successful Aha! trial

Get started with your new account

How to build a roadmap in five steps

Explore a demo workspace in your account

How to create a custom whiteboard template

How to build an early-stage roadmap using whiteboards

How to build a roadmap in five steps

How to visualize linked dependency statuses at scale

How to import your backlog from Jira

How to show the strategic progress at multiple levels

How to identify schedule risks with calculation columns

How to visualize cross-team capabilities with custom tables (Enterprise+)

How to add a custom field

How to pull work from Aha! Roadmaps into Aha! Develop

How to share a report, roadmap, or view

How to identify and prioritize high-value ideas

How to import documents into your workspace

How to import a Jira backlog into your Aha! account as ideas

How to edit a status workflow

How to build your product strategy

How to host a collaborative brainstorming session

Workspace import settings

Import data from a CSV file

Import documents from Confluence

Import Microsoft Word documents

Import documents with the Aha! Knowledge Chrome extension

Import documents from ProProfs Knowledge Base

Import whiteboards from Miro

Import PDF documents

Support articles

Best practices for linking your work to strategy

Best practices for tracking OKRs

Best practices for configuring Aha! to support SAFe®

Best practices for configuring Aha! to support the Pragmatic Framework

Best practices for tracking product development risks

Best practices for managing cross-functional requests

Best practices for setting product strategy

Best practices for capturing and prioritizing customer ideas

Best practices for launching your ideas portal

Best practices for managing product platforms

Best practices for managing solution offerings

Best practices for managing product components

Best practices for managing complex product bundles

Best practices for creating a product information hub

Best practices for using documents to collaborate with stakeholders

Best practices for product operations teams

Stakeholder alignment

Best practices for stakeholder alignment: Set product strategy

Best practices for stakeholder alignment: Review customer feedback

Best practices for stakeholder alignment: Prioritize the best ideas

Best practices for stakeholder alignment: Create your product roadmap

Best practices for stakeholder alignment: Manage product launches

Best practices for stakeholder alignment: Communicate roadmap progress

Introduction to the AI assistant

AI assistant capabilities in Aha! Roadmaps

AI assistant FAQs

Custom agents and instructions

Draft text with the AI assistant

Improve text with the AI assistant

Draft release notes with AI

Personal settings

Account settings

Account billing settings

Account customization settings

Workspace settings

Workspace ideas settings

Workspace import settings

Integration settings

Manage your workspace settings

Workspaces and workspace lines

Workspace types

Differences between workspace types

Explore a product workspace in your account

Explore an IT workspace in your account

Explore a project workspace in your account

Explore a services workspace in your account

Explore a business operations workspace in your account

Explore a marketing workspace in your account

Create a single-workspace hierarchy

Create a multi-workspace hierarchy

Create a portfolio hierarchy

Workspace templates (Enterprise+)

Archive or delete a workspace or workspace line

How to define your product workspace

Move workspaces to a new workspace line

Duplicate workspace and workspace line prefix error

Introduction to strategy

Strategic models

Strategic models: Custom templates

Strategic models: Aha! business model canvas

Strategic models: Lean canvas

Strategic models: SWOT analysis

Strategic models: Porter's 5 forces

Strategic models: Segment profile

Strategic models: 10Ps marketing matrix

Creative briefs

Competitor threat scorecards

Link goals to other record types

Initiatives prioritization page

Prioritize and track strategic initiatives

Link initiatives to other record types

Capacity planning

Getting started with capacity planning (Enterprise+)

Individual capacity planning

Configure team capacity planning (Enterprise+)

Estimate work for capacity planning (Enterprise+)

Individuals capacity report

Team capacity report (Enterprise+)

Resolve capacity conflicts (Enterprise+)

Troubleshoot missing records on the team capacity report (Enterprise+)

Introduction to releases

Release dependencies

Release templates

Release retrospective report

How the release start date is determined

Move records from one workspace to another

Portfolio releases

Roll-up releases

Release dates and feature capacity

Draft release notes with AI

Create a release

Add features, phases, and milestones to a release

Calculate release and release phase dates

Customize the Gantt view

Group features by epic on a Gantt chart

Release and epic view options

Track Gantt chart change history

Copy an existing release

Complete a release

Share a release

Introduction to ideas

Ideas portal settings

Ideas prioritization page

Submit-only ideas portal

Private ideas portal

Public ideas portal

Ideas overview page

Ideas chart page

Create a central workspace to manage all ideas

Introduction to themes

How promoted record status drives idea status

Carry over custom field values from ideas to other record types

"Filter by status" displays duplicate statuses on ideas portal

Create one ideas portal for all of your workspaces

Advanced custom portal design

Import ideas and portal users

Custom fields for ideas

Portal notification emails

Troubleshoot portal notification emails

Ideas portal weekly summary email

Manage portal spam

Manage submitted ideas

Customize ideas

Promote ideas directly to your roadmap

Respond publicly to users

Report on trending ideas

Ideas portal users

Invite portal users

Manage portal users

Aha! Ideas Advanced plan features

Legacy access to Aha! Ideas Advanced plan features

Ideas portals single sign-on (SSO)

Portal SSO | SAML 2.0

Portal SSO | OpenID Connect

Portal SSO | JSON Web Token

Portal SSO | Google Cloud Identity

Portal SSO | OneLogin

Portal SSO | Entra ID

Portal SSO | Okta

Portal SSO | Microsoft Active Directory Federation Services (ADFS)

Portal SSO | Salesforce

Portal SSO | Link portal users to organizations (Advanced plan)

Portal SSO | Troubleshoot single sign-on issues

Introduction to features

Introduction to epics

Introduction to requirements

Features prioritization page

Tips for managing and prioritizing features

User story maps

Copy, move, or bulk edit features

When to use initiatives vs. epics

Convert features to other record types

Carry custom field values from requirements to features

Estimate effort using custom scorecards

Add feature start and due dates

Release dates and feature capacity

Create templates for features and requirements

Should I put bugs on my product roadmap?

Customize feature cards

Use epics across releases and workspaces

Move records from one workspace to another

Introduction to roadmaps

Choose the right visual reports and roadmaps for your stakeholders

Starter roadmap

Now, Next, Later roadmap

Features roadmap

Strategy roadmap

Portfolio roadmap

Visualize progress on roadmaps

Share a roadmap without firm dates

Introduction to analytics

Reports overview page

Step-by-step examples: List reports, pivot tables, and custom roadmaps

Filter your reports and roadmaps

Perform calculations on data in list reports

Product value report

Individuals capacity report

Dependency report

Hierarchy report

Bulk edit records

Report on workspace documents

Report on a record's time in status

Audit changes to your roadmap

Control workspace document access

Share documents

Draft text with the AI assistant

Knowledge bases

Knowledge base accessibility best practices

Report on knowledge bases (Aha! Knowledge Advanced)

Introduction to whiteboards

The whiteboard toolbar

Add and edit whiteboard content

Advanced whiteboard shapes

Add media to whiteboards

Collaborate on whiteboards

Convert whiteboard content to Aha! records

View Aha! records on whiteboards

Export a Gantt view to a whiteboard

Create dependencies from a whiteboard

Create Jira issues from your whiteboard

Add Jira records to whiteboards

Add ADO work items to whiteboards

Create a whiteboard presentation

Embed a whiteboard

Improve text with the AI assistant

Template library

Import documents from Confluence

Import Microsoft Word documents

Add header images to documents and folders

Text editor toolbar

Add and modify tables

Track history and restore historical versions

Comment and collaborate on text

Add and comment on media

Add media to notes

Add Aha! views and whiteboards to notes

Lock note editing

Share and export your notes

Create an Aha! record from highlighted text

Introduction to presentations

Create and manage presentation themes

Manage presentation security

Edit your presentation

Annotate presentation slides

Add, duplicate, or remove slides

Adjust presentation slide images

Adjust tables in presentation slides

Add headers and footers to presentation slides

Deliver your Aha! presentation

Aha! views in presentation slides

Apply a theme to an Aha! presentation

Publish a presentation

Publish a presentation to a secure webpage

Use web controls for Aha! presentations

Publish an Aha! presentation to a PDF

Slide transitions in Aha! presentations

Interactive views in Aha! presentations

Aha! view update frequency in presentations

Custom branding in presentations

Embed your presentation in another webpage

Manage presentation access

Add collaborators to a presentation

Change presentation ownership

Web presentation security

How to use @ and # mentions

How to share Aha! Roadmaps views externally

Improve email reception

Work requests (Enterprise+)

Create saved views

Access saved views

Turn saved views into workspace defaults

Export saved views to whiteboards

Share saved views as webpages

Schedule email delivery of saved views

Export saved views to Microsoft Powerpoint

Record management

Create record links

Automation (Enterprise+)

Statuses and workflows

Custom feature types

Record description templates

Workflow approvals

Scorecard equations

Automated scorecard metrics (Enterprise+)

Merge custom fields together

Convert custom fields to different field types

Advanced custom layouts (Enterprise+)

Manage at-risk work

Report on at-risk work

Custom worksheets (Enterprise+)

Custom equation functions and operators

Filter arrays with logical operators

Introduction to advanced equations

Field identifiers for advanced equations

Reference Aha! Roadmaps fields in custom worksheet equations (Enterprise+)

Custom tables (Enterprise+)

Link custom tables to each other (Enterprise+)

Use custom tables to manage strategic opportunities

Track special customer information

Aha! Develop connection

Connect with Aha! Develop (Advanced plan)

Aha! Develop connection overview

Aha! Develop connection best practices

Aha! Develop connection reporting

Aha! Develop connection account configuration

Aha! Develop connection workflows

Aha! Develop connection capacity planning

Team status mapping

Unified backlog management

Enterprise+ functionality in the Aha! Develop connection

Record types in the Aha! Develop connection

User permissions in the Aha! Develop connection

Report on Aha! Develop records in Aha! Roadmaps

Get the mobile app

Use the mobile app

Account management

Enterprise+ plan features

Compare Aha! product plans

Payment options

Change your plan

Billing and users

User permissions

Add or remove paid seats

Manage account billing

Monitor your account activity (Enterprise+)

Custom roles (Enterprise+)

Account merge and migration services

Cancel your subscription

Delete your Aha! account

Account single sign-on (SSO)

Account SSO | SAML 2.0

Account SSO | Google Cloud Identity

Account SSO | Okta

Account SSO | OneLogin

Account SSO | Microsoft Entra ID

Account SSO | Microsoft Active Directory Federation Services (ADFS)

Account SSO | Bitium

Troubleshoot single sign-on issues

Security and system requirements

Back up your account (Enterprise+)

Enable IP address based access control (Enterprise+)

Export and back up your data

Supported browsers

Troubleshoot ad blocker and antivirus software issues

Integration guides

Integrate with your calendar application

Create multiple development tool integrations for a single workspace

Manage your integrations

How to think about integrating Aha! Roadmaps with your development tool

Import data from your development system

Create an integration template

Map fields between Aha! Roadmaps and your development system

Configure links between integrated records

View integration log messages

How to diagnose development tool integration log messages

Convert an integration from 1.0 to 2.0

Move records with Jira, Rally, or Azure DevOps

Link records in Aha! Roadmaps with existing records in another system

Send changes and accept imports from another system

Resync Aha! Roadmaps with your development tool

Move a linked record to another workspace

Map a single Aha! Roadmaps record type to multiple development system record types

Integrate a single workspace with multiple projects from the same development tool

Send records in bulk to integrated tools

Import error: no valid relationship link

Integrate one workspace with multiple third-party systems

Allow list IP addresses for development tools

Manually send Aha! Roadmaps records to development tools

Integrate with activity webhooks

Integrate with integration webhooks

Integrate with security webhooks (Enterprise+)

Integrate with Apple Calendar

Integrate with Asana

Asana Integration guides

Integrate with Azure DevOps

Recommended Azure DevOps mappings

Sync sprints with Azure DevOps

Azure DevOps Services Error: "Configuration error for 'installed': getaddrinfo: Name or service not known"

Integrate with Azure DevOps Services or Azure DevOps Server (version 1.0)

Use the Azure DevOps integration through a web proxy

Azure DevOps integration guides

Integrate with Box

Integrate with Bugzilla

Integrate with Confluence

Integrate with Dropbox

Integrate with Flowdock

Integrate with FogBugz

Integrate with GitHub

Integrate with GitHub Enterprise

Create a GitHub integration template

Integrate with GitHub commit

Integrate with GitHub (version 1.0)

Github integration guides

Integrate with GitLab

Google Calendar

Integrate with Google Calendar

Integrate with Google Chat

Integrate with Google Drive

Integrate with Jira

Detailed Jira integration instructions

Recommended Jira mappings

Integrate with Jira Server on-premises

Migrate from Jira Server to Jira Cloud

Use the Jira integration through a web proxy

Integrate with Jira next-gen projects

Sync sprints between Aha! Roadmaps and Jira

Track capacity between Aha! Roadmaps and Jira

Use webhooks for Jira integrations

When multiple webhooks are needed and why

Integrate a single Aha! Roadmaps workspace with multiple Jira projects

Integrate with Jira when each project has one record type

Map records between Aha! Roadmaps and Jira Core

Integrate with Jira (version 1.0)

Jira integration guides

Jira integration troubleshooting

Capacity planning errors

Duplicate data errors

Integration authentication errors

Integration configuration errors

Migrating records or servers

Record update errors

Trouble creating records

Trouble configuring links between record types

Microsoft OneDrive

Integrate with Microsoft OneDrive

Microsoft Outlook Calendar

Integrate with Microsoft Outlook Calendar (Office 365)

Microsoft Power BI

Integrate with Microsoft Power BI (Enterprise+)

Microsoft Teams

Integrate with Microsoft Teams

Pivotal Tracker

Integrate with Pivotal Tracker

Integrate with Rally

Integrate with Rally milestones

Sync estimates between Aha! Roadmaps and Rally

Integrate with Rally (version 1.0)

Rally integration guides

Integrate with Redmine

Integrate with Salesforce for idea capture (Legacy access)

Integrate with ServiceNow

Integrate with Slack

Send activity to Slack

Create and comment on Aha! records from Slack

Create records from Slack (legacy version)

Send activity to Slack (legacy version)

Integrate with Smartsheet

Integrate with Trello

Import Trello cards and lists

Integrate with Trello (version 1.0)

Trello integration guides

Integrate with Zapier

Getting started

Get started with Aha! Discovery

Supported browsers

Troubleshoot ad blocker and antivirus software issues

Import participants

Import meetings

Import Microsoft Teams meetings

Import Zoom meetings

Import Webex meetings

Import Google Meet meetings

Import GoTo Meeting meetings

Support articles

Introduction to the AI assistant

AI assistant capabilities in Aha! Discovery

AI assistant FAQs

Custom agents and instructions

AI-powered transcript analysis

Draft text with the AI assistant

Improve text with the AI assistant

Account settings

Account billing settings

Account customization settings

Workspace settings

Personal settings

Workspace hierarchy

Archive or delete a workspace

Introduction to studies

Introduction to scheduling

Introduction to interviews

Highlights list report

AI-powered transcript analysis

Calendar page overview

Introduction to participants

Introduction to macros

Messages page overview

Insights report

Responses overview

Reports page overview

Organize documents

Add media to notes

Add a link or PDF to documents

Create an Aha! record from highlighted text

Record management

Text editor toolbar

Add and modify tables

Draft text with the AI assistant

Improve text with the AI assistant

Merge custom fields together

Convert custom fields to different field types

Aha! product connection

Link customer research to your product roadmap

Turn research insights into Aha! records

Share records between products

Link customer research to personas

Account management

Advanced plan features

Payment options

Change your plan

Billing and users

User permissions

Add or remove paid seats

Manage account billing

Delete your Aha! account

Cancel your subscription

Account single sign-on (SSO)

Account SSO | SAML 2.0

Account SSO | OneLogin

Account SSO | Microsoft Active Directory Federation Services (ADFS)

Account SSO | Microsoft Entra ID

Account SSO | Bitium

Account SSO | Okta

Account SSO | Google Cloud Identity

Troubleshoot single sign-on issues

Microsoft Teams

Integrate with Microsoft Teams

Integrate with Salesforce

Salesforce application release notes

Salesforce integration troubleshooting

Integrate with Zoom

Getting started

Run a successful Aha! Ideas trial

Get started with your new account

Invite users to your Aha! Ideas account and portals

Customize your ideas portal

Import data into your account and portals

Supported browsers

Troubleshoot ad blocker and antivirus software issues

How to customize your ideas portal

How to add a custom field to proxy votes (Ideas Advanced)

How to identify and prioritize high-value ideas

How to add a filter to your ideas portal

How to bulk edit and delete votes

Import data from a CSV file

Import notes from Confluence

Import users and data

Import documents with the Aha! Knowledge Chrome extension

Import whiteboards from Miro

Import PDF documents

Support articles

Introduction to the AI assistant

AI assistant capabilities in Aha! Ideas

AI assistant FAQs

Custom agents and instructions

AI-powered idea exploration (Advanced plan)

Analyze ideas with AI (Advanced plan)

Identify similar ideas with AI (Advanced plan)

Draft text with the AI assistant

Improve text with the AI assistant

Account settings

Account billing settings

Account customization settings

Workspace settings

Workspace ideas settings

Workspace import settings

Integration settings

Personal settings

Automation (Advanced plan)

Create a workspace hierarchy

Archive or delete a workspace

Manage all ideas from one workspace

Idea management

Introduction to idea management

Ideas overview page

Idea visibility

Ideas prioritization page

Priorities chart

Introduction to themes

Portal notification emails

Troubleshoot portal notification emails

Proxy votes (Advanced plan)

Segments (Advanced plan)

Organizations (Advanced plan)

Contacts (Advanced plan)

AI-powered idea exploration (Advanced plan)

Salesforce opportunity report (Advanced plan)

Analyze ideas with AI (Advanced plan)

Manage submitted ideas

Customize ideas

Respond publicly to ideas portal users

Report on trending ideas

Identify similar ideas with AI (Advanced plan)

Introduction to ideas portals

Ideas portal settings

Advanced custom portal design

Public ideas portal

Private ideas portal

Submit-only ideas portal

Portal comments

Ideas portal weekly summary email

Dynamic idea submission forms (Advanced plan)

Display multiple languages in your portal (Advanced plan)

Create a custom ideas portal domain (Advanced plan)

Custom pages (Advanced plan)

Polls (Advanced plan)

Manage portal spam

Ideas portal users

Invite portal users

Manage portal users

Ideas portals single sign-on (SSO)

Portal SSO | SAML 2.0

Portal SSO | JSON Web Token

Portal SSO | OpenID Connect

Portal SSO | Google Cloud Identity

Portal SSO | Salesforce

Portal SSO | OneLogin

Portal SSO | Entra ID

Portal SSO | Okta

Portal SSO | Microsoft Active Directory Federation Services (ADFS)

Share your SSO configuration between ideas portals (Advanced plan)

Portal SSO | Link portal users to organizations (Advanced plan)

Portal SSO | Troubleshoot single sign-on issues

Polls widget (Advanced plan)

Idea submission widget (Advanced plan)

In-app feedback widget installation (Advanced plan)

In-app feedback widget FAQs (Advanced plan)

Introduction to reports

Reports overview

Charts (Advanced plan)

Pivot tables (Advanced plan)

Bulk edit records

Custom equation functions and operators

Perform calculations on data in list reports

Report on workspace documents

Report on an idea's time in status

Share documents

Template library

Draft text with the AI assistant

Improve text with the AI assistant

Add header images to documents and folders

Create an Aha! record from highlighted text

Introduction to whiteboards

The whiteboard toolbar

Add and edit whiteboard content

Add media to whiteboards

Collaborate on whiteboards

Advanced whiteboard shapes

Embed a whiteboard

Create a whiteboard presentation

View Aha! records on whiteboards

Convert whiteboard content to ideas

Add media to notes

Add Aha! views and whiteboards to notes

Lock note editing

Add and modify tables

Share and export your notes

The text editor

Text editor toolbar

Track history and restore historical versions

Comment and collaborate on text

Add and comment on media

How to use @ and #mentions

Improve email reception

Record management

Link ideas to each other

User and record history

Statuses and workflows

Aha! Ideas scorecards

Configure workflow approvals

Merge custom fields together

Dynamic idea submission forms (Ideas Advanced)

Convert custom fields to different field types

Mark certain fields read-only in custom layouts

Account management

Advanced plan features

Payment options

Change your plan

Export and back up your data

Billing and users

User permissions

Add or remove paid seats

Manage account billing

Cancel your subscription

Delete your Aha! account

Account single sign-on (SSO)

Account SSO | SAML 2.0

Account SSO | Google Cloud Identity

Account SSO | OneLogin

Account SSO | Microsoft Entra ID

Account SSO | Microsoft Active Directory Federation Services (ADFS)

Account SSO | Bitium

Account SSO | Troubleshoot single sign-on issues

Account SSO | Okta

Introduction to integrations

Create an integration template

View integration log messages

Send records in bulk to integrated tools

Map fields between your Aha! account and your development system

Integrate with activity webhooks

Integrate with Box

Integrate with Dropbox

Integrate with Flowdock

Integrate with Gainsight

Integrate with Google Chat

Integrate with Google Drive

Integrate with Jira for Ideas (Advanced plan)

Jira troubleshooting

Integration configuration errors

Integration authentication errors

Duplicate data errors

Record update errors

Microsoft OneDrive

Integrate with Microsoft OneDrive

Microsoft Teams

Integrate with Microsoft Teams

Salesforce integration features

Integrate with Salesforce (Advanced plan)

Salesforce integration troubleshooting

Recommended Salesforce mappings

Salesforce opportunity report (Advanced plan)

Gather customer feedback with Salesforce (Advanced plan)

Link Aha! Ideas and Salesforce records in bulk (Advanced plan)

Integrate with Salesforce without ideas capture

Import Salesforce links by CSV (Advanced plan)

Salesforce application release notes

Integrate with ServiceNow

Integrate with Slack

Send activity to Slack

Create and comment on records from Slack

Create records from Slack (legacy version)

Send activity to Slack (legacy version)

Integrate with Zapier

Integrate with Zendesk (Advanced plan)

Aha! Whiteboards

Getting started

Getting started

Supported browsers

Troubleshoot ad blocker and antivirus software issues

How to run SAFe® PI planning with whiteboards

How to use templates for wireframing

Import whiteboards from Miro

Import PDF documents

Support articles

Introduction to the AI assistant

AI assistant capabilities in Aha! Whiteboards

AI assistant FAQs

AI assistant for whiteboards

Account settings

Account billing settings

Account customization settings

Workspace settings

Personal settings

Workspace hierarchy

Archive or delete workspaces

Add a new whiteboard

AI assistant for whiteboards

Annotation shapes

Copy or paste style

Custom templates

Edit image opacity and overlay

Group, align, and reorder content

How to create a custom template

Images and media

Lines and connectors

Milestones shapes

Navigate whiteboards

Show sticky note author

The whiteboard toolbar

Timeline shapes

Whiteboard shortcuts

Whiteboard tables

Record management

Organize whiteboards

Copy or move whiteboards

Export whiteboards

Create Aha! record links

How to use @ and # mentions

Emoji reactions

Inline comments

Realtime whiteboard collaboration

Create a whiteboard presentation

Recurring to-dos

Share whiteboards

Aha! Roadmaps connection

Convert objects to Aha! records

Cross-link from the Research tab

Embed whiteboards in Aha! records

View Aha! records on whiteboards

Create dependencies from a whiteboard

Bulk edit Aha! records with whiteboard smart zones

Account management

Advanced plan features

Payment options

Cancel your subscription

Delete your Aha! account

Change your plan

Billing and users

User permissions

Add or remove paid seats

Account single sign-on (SSO)

Account SSO | SAML 2.0

Account SSO | Google Cloud Identity

Account SSO | Okta

Account SSO | OneLogin

Account SSO | Microsoft Entra ID

Account SSO | Microsoft Active Directory Federation Services (ADFS)

Account SSO | Bitium

Troubleshoot single sign-on issues

Add Jira records to whiteboards

Create Jira issues from your whiteboard

Add ADO work items to whiteboards

Getting started

Get started with Aha! Knowledge

Run a successful Aha! Knowledge trial

Troubleshoot ad blocker and antivirus software issues

Supported browsers

Set up a product knowledge base

Set up an internal wiki

Set up a private knowledge base

Create a custom publishing role

Import documents from Confluence

Import Microsoft Word documents

Import documents with the Aha! Knowledge Chrome extension

Import documents from ProProfs Knowledge Base

Import whiteboards from Miro

Import PDF documents

Support articles

Introduction to the AI assistant

AI assistant capabilities in Aha! Knowledge

AI assistant FAQs

Custom agents and instructions

AI-powered knowledge base translation

AI-powered knowledge base search

Draft text with the AI assistant

Improve text with AI

Account settings

Account billing settings

Account customization settings

Workspace settings

Personal settings

Archive or delete workspaces

Workspace hierarchy

Create documents

Documents overview

Inline comments

Images and media

Document header images

Draft text with the AI assistant

Improve text with AI

Markdown formatting shortcuts

Text formatting shortcuts

Custom templates

Link related documents

Manage documents

Organize documents

Control workspace document access

Export documents

Copy or move documents

Create an Aha! record from highlighted text

Share documents

How to use @ and # mentions

Knowledge bases

Knowledge base management

Publishing overview

Knowledge base settings

Knowledge base branding

Knowledge base homepage

Knowledge base documents

AI-powered knowledge base translation

AI-powered knowledge base search

Knowledge base access

Visitor experience

Custom knowledge base domains

Custom knowledge base URLs

Meta descriptions

Embedded knowledge bases

Knowledge base exports

Knowledge base accessibility best practices

Navigate whiteboards

The whiteboard toolbar

Whiteboard shortcuts

Group, align, and reorder whiteboard content

Bulk edit whiteboard objects

Copy or paste whiteboard style

Custom colors on whiteboards

Text boxes on whiteboards

Lines and connectors

Show whiteboard grid

Account management

Advanced plan features

Payment options

Billing and users

User permissions

Add or remove users

Cancel your account

Delete your Aha! account

Account single sign-on

Account SSO | SAML 2.0

Account SSO | Google Cloud Identity

Account SSO | Okta

Account SSO | OneLogin

Account SSO | Microsoft Entra ID

Account SSO | Microsoft Active Directory Federation Services (ADFS)

Account SSO | Bitium

Troubleshoot single sign-on issues

Knowledge base single sign-on

Knowledge base SSO | SAML 2.0

Knowledge base SSO | OpenID Connect

Knowledge base SSO | JSON Web Token

Knowledge base SSO | Google Cloud Identity

Knowledge base SSO | OneLogin

Knowledge base SSO | Entra ID

Knowledge base SSO | Microsoft Active Directory Federation Services (ADFS)

Knowledge base SSO | Salesforce

Getting started

Get started with Aha! Teamwork

Migrate work into Aha! Teamwork

Pull work from Aha! Roadmaps into Aha! Teamwork

Supported browsers

Troubleshoot ad blocker and antivirus software issues

Best practices for configuring Aha! Teamwork to support scrum

Best practices for configuring Aha! Teamwork to support kanban

Import data from a CSV file

Importer library

Import from Asana

Import from Trello

Import Trello cards and lists

Import from Azure DevOps

Import from GitHub

Import from GitLab

Import from Google Sheets

Import from Jira

Import from Rally

Import from Salesforce Service Cloud

Import from Sentry

Import from Zendesk

Import Microsoft Word documents

Import documents with the Aha! Knowledge Chrome extension

Import notes from Confluence

Import PDF documents

Import documents from ProProfs Knowledge Base

Import whiteboards from Miro

Support articles

Introduction to the AI assistant

AI assistant capabilities in Aha! Teamwork

AI assistant FAQs

Custom agents and instructions

Draft text with the AI assistant

Improve text with the AI assistant

Account billing settings

Account settings

Account customization settings

Team status automation settings

Team import settings

Personal settings

Teams and team lines

Archive or delete a team or team line

Introduction to sprints

Create and manage dependencies

Introduction to backlog management

Introduction to capacity planning

Introduction to workflow boards

Manage work on the workflow board

Customize record cards

Introduction to backlog management

Template library

Draft text with the AI assistant

Improve text with the AI assistant

Add header images to documents and folders

Share documents

The text editor

Text editor toolbar

Add and modify tables

Track history and restore historical versions

Comment and collaborate on text

Add and comment on media

Add media to notes

Add Aha! views and whiteboards to notes

Lock note editing

Share and export notes

Create an Aha! record from highlighted text

Introduction to whiteboards

The whiteboard toolbar

Add and edit whiteboard content

Advanced whiteboard shapes

Add media to whiteboards

Collaborate on whiteboards

Convert whiteboard content to Aha! records

View Aha! records on whiteboards

Create a whiteboard presentation

Create dependencies from a whiteboard

Embed a whiteboard

How to use @ and # mentions

Record management

Create record links

Introduction to reports

Velocity report

Throughput report

Cycle time report

Cumulative flow diagram

Delivery risk report

Value delivered report

Work delivered report

Sprint retrospective report

Report on team documents

Statuses and workflows

Manage at-risk work

Merge custom fields together

Convert custom fields to different field types

Mark certain fields read-only in custom layouts

Report on at-risk work

Extension library

Aha! Roadmaps connection

Connect with Aha! Roadmaps

Aha! Roadmaps connection overview

Record types in the Aha! Roadmaps connection

User permissions in the Aha! Roadmaps connection

Enterprise+ functionality in the Aha! Roadmaps connection

Unified backlog management

Team status mapping

Aha! Roadmaps connection capacity planning

Aha! Roadmaps connection workflows

Aha! Roadmaps connection reporting

Report on Aha! Teamwork records in Aha! Roadmaps

Aha! Roadmaps connection account configuration

Aha! Roadmaps connection best practices

Import ideas into Aha! Teamwork

Account management

Advanced plan features

Change your plan

Payment options

Export and back up your data

Billing and users

User permissions

Add or remove paid seats

Cancel your subscription

Delete your Aha! account

Account single sign-on (SSO)

Account SSO | SAML 2.0

Account SSO | OneLogin

Account SSO | Microsoft Entra ID

Account SSO | Microsoft Active Directory Federation Services (ADFS)

Account SSO | Bitium

Account SSO | Okta

Account SSO | Google Cloud Identity

Troubleshoot single sign-on issues

Integrate with Abstract

Integrate with Box

Integrate with Dropbox

Figma extension

GitHub extension

Integrate with Google Drive

Integrate with InVision

Integrate with Marvel

Microsoft OneDrive

Integrate with Microsoft OneDrive

Planning poker extension

Integrate with ServiceNow

Integrate with Zendesk

Getting started

How to run a 1-week trial with your dev team

Getting started

Migrate work into Aha! Develop

How to pull work from Aha! Roadmaps into Aha! Develop

Supported browsers

Troubleshoot ad blocker and antivirus software issues

Best practices for configuring Aha! to support SAFe®

Best practices for SAFe® program increment planning

Best practices for configuring Aha! Develop to support scrum

Best practices for configuring Aha! Develop to support kanban

Introduction to capacity planning

Import data from a CSV file

Import notes from Confluence

Import Trello cards and lists

When to use imports over importers

Import documents with the Aha! Knowledge Chrome extension

Import whiteboards from Miro

Import PDF documents

Support articles

Introduction to the AI assistant

AI assistant capabilities in Aha! Develop

AI assistant FAQs

Custom agents and instructions

Draft text with the AI assistant

Improve text with the AI assistant

Account settings

Account billing settings

Account customization settings

Team status automation settings (Develop Advanced)

Team import settings

Personal settings

Automation (Advanced plan)

Teams and Team lines

Archive or delete a team or team line

Introduction to workflow boards

Introduction to backlog management

Manage work on the workflow board

Customize record cards

Introduction to sprints

Introduction to backlog management

Create SAFe program increments (Advanced plan)

Template library

Draft text with the AI assistant

Improve text with the AI assistant

Add header images to documents and folders

Share documents

The text editor

Text editor toolbar

Add and modify tables

Track history and restore historical versions

Comment and collaborate on text

Add and comment on media

Add media to notes

Add Aha! views and whiteboards to notes

Lock note editing

Share and export notes

Create an Aha! record from highlighted text

Introduction to whiteboards

The whiteboard toolbar

Add and edit whiteboard content

Advanced whiteboard shapes

Add media to whiteboards

Collaborate on whiteboards

Create wireframes on whiteboards

Convert whiteboard content to Aha! records

View Aha! records on whiteboards

Create a whiteboard presentation

Create dependencies from a whiteboard

Embed a whiteboard

How to use @ and # mentions

Record management

Create record links

Introduction to reports (Advanced plan)

Velocity report (Advanced plan)

Throughput report (Advanced plan)

Cycle time report (Advanced plan)

Cumulative flow diagram (Advanced plan)

Burndown chart (Advanced plan)

Delivery risk report (Advanced plan)

Value delivered report

Work delivered report (Advanced plan)

Sprint retrospective report (Advanced plan)

Report on team documents

Statuses and workflows

Manage at-risk work

Merge custom fields together

Convert custom fields to different field types

Mark certain fields read-only in custom layouts

Report on at-risk work

Aha! Roadmaps connection

Connect with Aha! Roadmaps (Advanced plan)

Import ideas into Aha! Develop

Report on Aha! Develop records in Aha! Roadmaps

Aha! Roadmaps connection overview

Aha! Roadmaps connection account configuration

Aha! Roadmaps connection best practices

Aha! Roadmaps connection reporting

Aha! Roadmaps connection workflows

Aha! Roadmaps connection capacity planning

Team status mapping

Unified backlog management

Enterprise+ functionality in the Aha! Roadmaps connection

Record types in the Aha! Roadmaps connection

User permissions in the Aha! Roadmaps connection

Introduction to extensions

Extension library

Build your first extension

Build your first importer extension

Create an extension

Extension contribution types

Importer extension contributions

View extension contributions

Command extension contributions

Event handler extension contributions

Endpoint extension contributions

Settings extension contributions

Store extension data

Write extension contribution code

Install an extension

Debug an extension

Package.json file format

Extension API reference

Extension fields

Extensions security model

Account management

Advanced plan features

Change your plan

Payment options

Export and back up your data

Billing and users

User permissions

Add or remove paid seats

Cancel your subscription

Delete your Aha! account

Account single sign-on (SSO)

SAML 2.0 (Advanced plan)

Google Cloud Identity (Advanced plan)

OneLogin (Advanced plan)

Entra ID (Advanced plan)

Microsoft Active Directory Federation Services (Advanced plan)

Bitium (Advanced plan)

Troubleshoot single sign-on issues

Okta (Advanced plan)

Integrate with Box

Integrate with Dropbox

Figma extension

GitHub extension

Integrate with Google Drive

MCP server connection

Microsoft OneDrive

Integrate with Microsoft OneDrive

Integrate with ServiceNow

TestRail extension

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