Coming soon: We are introducing a fresh new look for record drawer and details pages on September 30, 2020. This article describes the current experience. Preview the upcoming improvements in your account now so you can get familiar with the new way of working in Aha!
You probably spend more time in the Aha! text editor than anywhere else in the application. The text editor is where you fill in a description for a feature or activity, take notes on a meeting, finalize goals for the upcoming year, or add details to a future release.
In this article, we will walk you through some of the key features of the text editor. If you are already familiar with the text editor and want to focus on using it more efficiently, you might be interested in text editor shortcuts.
Click any of the following links to skip ahead:
- Real-time collaborative editing
- Comment directly on text
- Floating menu and full-screen mode
- Add and comment on images
- Add and modify tables
- Track history and restore historical versions
Real-time collaborative editing
Multiple users can simultaneously edit and see other users editing in the text editor. When more than one user is present in the same editing session, other participants are shown as flags that display the users' names. The flags move in real time as other users make updates in the text editor.
To begin collaborative editing, start by modifying a description field or note where your fellow collaborators are currently adding content.
Note: Real-time collaboration is currently available in description fields for saved records, notes, and custom note fields. It is not available in comments or the create record (feature, release, initiative, etc.) modals.
The text editor also provides a variety of tools to help you collaborate with your teammates.
- Reference other users and link records together with # and @ mentions. Notify your collaborators of a record or note by typing an @ symbol followed by the user’s name. Add links to other records by typing the # symbol which will let you look up an issue directly from the text editor using either the reference ID or name of the record.
- Highlight and change the color of your text by selecting the text that you would like to change, then click the Formatting dropdown to pick the color.
- Add lists by clicking the List dropdown and selecting numbered, bulleted, or checkbox lists.
- Share a direct link to the record — or to a full-screen view of the text editor itself. Once you have clicked the Enter full-screen mode icon in the top-right corner of the text editor, copy the URL from your browser and share it with any user with access to your workspace. Their browser will skip them straight to a full-screen view.
Comment directly on text
The words we write often need to be reviewed for accuracy, tone, and focus. But giving clear feedback can be difficult. Inline text comments let you highlight and comment on the exact parts of the text you want to address, then create conversation threads to focus on and resolve the issue.
To create a new inline comment, highlight the text you want to comment on and click the Add comment + icon that appears on the right side of the text editor. Your text will be highlighted and underlined in orange, the Comments sidebar will appear, and you can start creating your comment. Click Save comment once you are done.
Resolved comments will be highlighted and underlined in green and you can always reply to a resolved comment to reopen it.
Floating menu and full-screen mode
You have likely seen it while browsing the internet — a menu that “sticks” to the top of your window as you scroll down a page. This ensures that you never have to scroll back to the top of a page when you need the toolbar. The menu is always floating there, waiting to be used, as you scroll down the page.
Click the full-screen arrows icon on the text editor toolbar to expand the note or description to the full height and width of your browser window. As you scroll down and up, the text editor toolbar will remain at the top of your screen.
Add and comment on images
You can add images inline so you do not need to attach additional documentation with rich media. Simply click the image icon from the text editor toolbar, choose your image, and click Attach.
The text editor also supports copy/paste and drag-and-drop for quickly adding images.
Once the image has been added to your description, grab the edges to resize the image depending on the level of detail you need.
Note: You can also comment on images and mockups attached to Aha! records.
Add and modify tables
To insert a table, place your cursor in the location where you would like the table to appear. Then click the table icon on the text editor toolbar and use the grid of cells to highlight the number of rows and columns that you need.
The table will automatically size itself to fit the dimensions of your text, images, or links. You can resize the table by dragging any of the borders of your table.
Modify the table by clicking on a cell or highlighting a group of cells, then clicking the dropdown in the top-right corner of a cell. From the this dropdown, you can merge cells, split cells, adjust the cell text's vertical alignment (top, middle, bottom), add and remove rows/columns, clear table contents, or delete the table.
Note: If you add a table to a presentation slide, you have a few more styling options available to you, including custom fill colors, colored borders, transparency, and line spacing.
You can also customize the look of your table by adding background colors to cells, rows, and columns. Select the cell(s) you want to color, click the Table menu dropdown in the corner of a selected cell, then click Cell background color to select from one of 70 colors.
Note: If your background color makes it hard to read your text, you can change your text color to white.
Track history and restore historical versions
The text editor tracks the history of changes made to a note or description. To view the record of changes and the user(s) who made them, click the history icon on the text editor toolbar.
During a collaborative session that involves multiple users, each user that modified the document will be displayed in the history of the record.
To restore a previous version, simply select one of the historical versions of your document and choose Revert to this version.