Aha! Roadmaps | Export saved views to whiteboards

There are three ways to export a saved view to a whiteboard:

• As an embedded view: Embed the view itself in your whiteboard, so you can have its context without opening another tab.

• As records: Add individual records in your saved view to a whiteboard. Then drag and drop the records into any arrangement to fit your purpose.

• As an image: Place a static image of the report in a whiteboard that can be used for reference during collaborative sessions.

Aha! Notebooks is now Aha! Knowledge.

Click any of the following links to skip ahead:

• Add as an embedded view

• Add as records

• Add as an image

As an embedded view

• Access your report's Export menu and select As a view. The Add to whiteboard modal will open.

• Choose Existing whiteboard and select a whiteboard from the dropdown to embed your view in a whiteboard that already exists in your workspace or personal documents.

• Choose Create new whiteboard and select a workspace to open the records in a new whiteboard. (You can select None to open the new whiteboard in your personal documents.) Then click Add to whiteboard.

The whiteboard will open with the view embedded. The data in your embedded report will update on your whiteboard as it is updated in your account. Refresh your browser to see the most recent data.

• Click the Link icon in the view's toolbar to open the report in a new tab.

• Scroll or resize the view to reveal more data as necessary.

• Click a record in the report to open its drawer view.

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Add as records

You can export List reports, prioritization pages, pivot tables, and the features board in Aha! Roadmaps as records. You can export other saved views as images.

Click the Export button from a saved view and select Add to whiteboard as records. The Add to whiteboard modal will open. Choose Existing whiteboard and select a whiteboard from the dropdown to add the records to a whiteboard that already exists in your workspace or personal documents. Choose Create new whiteboard and select a workspace to open the records in a new whiteboard (you can select None to open the new whiteboard in your personal documents.) Then click Add to whiteboard.

The whiteboard will open with the records included in your saved view added to it. Features, epics, ideas, and initiatives will be added to the whiteboard as records. All other data included in the view will be added as text. You can drag and drop all records and text to any position on your whiteboard. Click a record's link icon to open its drawer view and edit the record directly.

After adding a saved view to a whiteboard as records, add the User journey or Product roadmap template to your whiteboard. Then move the records into the templates for a "what if" planning session.

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Add as an image

Click the Export button and select Add to whiteboard as image. A new whiteboard will open in your personal notes on the My work page. You can move or resize the image after it has been added to the whiteboard.

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