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!
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Create your positioning
The first time you navigate to the Strategy > Positioning page, you will be prompted with a button to Add positioning. You can start with an Example template or you can choose a Shared template created by someone else in your account.
The positioning document is highly customizable. Click Add component to add a new section and description to your positioning. To move a component, hover over the title bar until you see the arrows icon, then drag the component to the desired location on the document.
Add a positioning template
If you need to create multiple positioning documents in the same format, it can be helpful to create a template. To create a positioning template, you will need to be an owner in Aha! and navigate to Settings ⚙️> Workspace > Strategic positioning to create your own template. You can also create templates at the parent line level.
From there, click Add template to create a new template. You can name the template, create it from scratch or with one of our examples, categorize it, and then decide how it is shared. Templates created at the parent line level in Aha! can be shared across all workspaces within the parent line. Templates created at the workspace level are only available within that specific workspace.
Once you have created your template, you can access it by clicking Add positioning then Shared templates on the Strategy > Positioning page. When you're using a shared template, you can edit the description in any of the positioning components (including adding attachments or mockups), but not the order, names, or colors of the components. This helps ensure that all positioning documents using the shared template remain consistent.
To unlink the positioning from the shared template, click the Template dropdown in the positioning main page or detail drawer and select Unlink template. You will then be able to customize your positioning but it will no longer be linked to the template.
Share your positioning
With your positioning completed, you can easily share it with your stakeholders by selecting one of the export options under the Share menu on the top right of the screen.
- To fold your positioning into a presentation, select Add to presentation.
- For a static version of your positioning, export it to PNG image or PDF document.