Aha! Roadmaps | Access notes

You can create two types of notes in your Aha! account. Personal notes are just for your thoughts. Workspace notes are for plans you want to review and collaborate on as a team.

Click any of the following links to skip ahead:

• Access workspace notes

• Use personal notes

• Add dates to notes

Access workspace notes

You can access the notes for your workspace by navigating to Knowledge Documents, or from a record's Research tab. If you do not see the Knowledge Documents page, you may need to enable it by customizing your menu navigation. If you are an owner or administrator for your workspace, you can navigate to Settings ⚙️ Workspace Navigation or by clicking the pencil icon you see in your navigation bar when you hover over it.

From the Navigation page, check the box by Notes and click Update to enable notes for your workspace.

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Use personal notes

Users with reviewer permissions do not have the ability to create personal notes and whiteboards. Reviewers added to your account prior to September 7, 2023 will continue to have access to any personal documents they created prior to September 7, 2023.

Some notes may be just for your personal use. Maybe you have a great idea for a new strategic opportunity and want to jot down some unfiltered thoughts. You might be drafting a presentation and want to work on the outline before you share it with your team. Or maybe you just need to write down the minutes of a meeting.

You can find a notes section just for you on your My work page. To get to them, open the workspace selector in the upper left and click My work. On the left side of your My work page, you will see a section called My documents. You can create personal notes and whiteboards from here.

Aha! users with owner and contributor permission levels can use personal notes.

Unless you share a personal note, it is only visible to you. Personal notes use the Aha! text editor, just like workspace notes, and you can #mention other records if you need to. Records you #mention will not link back to your personal note and you cannot @mention other users.

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Add dates to notes

Add a Date to any workspace note that you are watching to have it appear on your Recents section of your My work page. Any note or folder that you are watching that has a Date added will populate here for the selected date regardless of its workspace location. You do not need to add yourself as a Watcher to every workspace note you want to see it on your My work page. You can watch all the notes within a folder, such as a folder containing team meeting notes. Just add yourself as a Watcher to the parent note in that folder. Then you will automatically be added as a watcher to all child notes in the folder — and if any of those notes have Dates on them, they will appear on your My work page on that date.

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