Updated: Jun 5, 2019
Our top tip last week described how to use Aha! notes for instant inspiration by using an Aha! note as a marketing swipe-file.
Now that all your ideas and concepts are centralised within notes you need a quick way to reference this information and collaborate with other Aha! users.
Imagine you are documenting some new marketing deliverables in Aha! and the final styling needs to mimic a creative style stored in your swipe-file. Instead of pasting the same design information separately into the description field of each deliverable, you can reference the centralised swipe-file note itself.
Referencing objects using #
To do this simply enter the hash character # into the description field of an activity / feature and then start typing the first few characters of the swipe-file name (or ID) that you wish to reference. You will get a shortlist of matching results appear to help narrow down your search and you can then select the specific one that you want to reference. Aha! then creates a stylised link to the note directly in the description field as a simple reference.
Now if the creative influence needs to change across your assets, the swipe-file can be updated centrally rather than modifying the description of each individual deliverable.
The # mention functionality is not just limited to linking notes. It is also possible to create references within a rich text field to many other record types including products, goals, initiatives, releases and many more. This can be useful when you want a goal to reference a specific persona or a release should reference the original workshop minutes that were captured in a note, for example.
You may also notice Aha! tracks the references to the note in the "Record links" section of your activity / feature as well to help understand the relationships between your records.
Collaborating with users using @
In a similar manner, Aha! users can be referenced by using the @ character.
If a user is mentioned in a watchable item (e.g. release, feature, requirement) they become a “watcher” of the object and will receive update notifications.
If a user is mentioned in a comment, they become a subscriber to the comment conversation
and will receive a new and subsequent notifications for any additional comments.
Now by using these two techniques you can work more efficiently by centralising information in Aha! and ensuring the whole team are engaged.
Who will you @ mention first to let them know?!