Aha! Roadmaps | Aha! shapes

Bring your whiteboard concepts to life quickly and easily with Aha! shapes. Aha! shapes are placeholders for real records in your Aha! account. Use them for planning and brainstorming, then convert them to ideas, features, epics, initiatives, and goals when you are ready to move forward.

Click any of the following links to skip ahead:

• Add Aha! shapes

• Convert an Aha! shape to a record

• Edit records from your whiteboard

Add Aha! shapes

• Click the Shapes menu and find the Aha! shapes section.

• Click any Aha! shape to select it. Then click anywhere on your whiteboard to add it.

After you add an Aha shape, you can click into its Description field to edit it. If you convert the shape to an Aha! record, this will become the record's Title.

Use the shape's toolbar to change its type, convert it to an Aha! record, view it as a sticky note or other shape, leave a comment, or lock it to your whiteboard.

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Convert an Aha! shape to a record

When you are ready to set your plans into action, convert Aha! shapes on your whiteboard to records in your Aha! account:

• Select the Aha! shapes on your whiteboard that you want to convert to records. If you want to convert all of the Aha! shapes on your whiteboard, you do not need to select anything.

• Open the Aha! shapes section of the right side panel.

• Check the boxes next to the Aha! shapes you want to convert to records. Then select a workspace (for goals, initiatives, and ideas) or release (for epics and features) where the new records will be added. You can add the records to any workspace, team, or release that you have permission to configure.

  • All records of the same type will be added to the destination you select. If you have Aha! shapes on your whiteboard that you would like to add to separate destinations, convert them to records in separate batches so they all go to the right place.

• Select Convert to create the new records.

After converting, the Aha! shapes on your whiteboard will be replaced with new Aha! record cards. Edit them from your whiteboard or find them in the workspace or release you selected when converting them.

The actual Aha! records will be created in the destination you chose when converting your Aha! shapes.

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Edit records from your whiteboard

Whiteboard users will be able to edit any record from your whiteboard that is located in a workspace where they have owner or contributor access. Click a record card on your whiteboard to open its drawer view. From here, you can edit all fields and all tabs on the record — enabling you to add all the necessary details you need to new records without leaving your whiteboard.

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