What is the challenge? |
I want to create a whiteboard (or presentation) template that shows summary data from a particular release. I would like to use these templates to create presentations for gate reviews, so the template would populate the specific Release data needed for that gate. |
What is the impact? |
To conduct a gate review, it is still necessary to manually create a review presentation and copy data from the Aha release record. Alternatively, the gate review would involve scrolling through the Release Details which is hard to follow. |
Describe your idea |
Provide the ability to select a specific record (i.e. specific Release record in this case) via an object on the whiteboard. Provide the ability to display specific data fields from the selected record by placing data field objects on the whiteboard. (Same for presentations, either would work for this.) |
Thanks for sharing this idea @Guest! Here are a few options you could try out that are available today:
Add your release record to a whiteboard by going to the Shapes menu > Aha! Shapes > Existing, then choose your release. Then, you can customize the Card layout to show additional information about the release on the card.
Or, create a report of the release and the relevant data you want to include. Then you can add that report view to presentation slides or a whiteboard.