Aha! Roadmaps | Strategic models: Custom templates

In addition to using the example templates, teams can create their own custom templates through their workspace or workspace line settings. If you are an owner in your Aha! Roadmaps account, navigate to Settings ⚙️ Workspace Strategic models to create one for your current level of the workspace hierarchy.

From that page, click Add template to create a new template.

• The Template name field lets you name your template.

• The Start from field allows you to build your template from scratch or use one of the example templates as a foundation.

• The Category name field maps to the Model type filter back on the Strategy Models page. If you have a lot of models in your account, the Model type filter allows you to sort through them.

• The Permissions field shows you where in your workspace hierarchy your template will be available. If you create a template at the workspace line level, you can choose whether the template will be available to child workspaces under that workspace line.

Click the Add template button to add the template, then adjust the template. Any changes you make will be reflected immediately on the Strategy Models page.

Navigate to Strategy Models to use your template. When you're using a shared template, you can edit the description in any of the model components, including adding attachments or whiteboards. But you cannot edit the order, names, or colors of the components. This helps ensure that all models using the shared template remain consistent.

To unlink the strategic model from the shared template, click the Template dropdown in the model's main page or detail drawer and select Unlink template. You will then be able to customize your model, but it will no longer be linked to the template.

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