Aha! Roadmaps | How to share Aha! Roadmaps views externally

Your plans affect more people than just the users in your Aha! Roadmaps account. Whether you work closely with a development team or need to keep an executive stakeholder in the loop, you can share almost any page in Aha! Roadmaps with an external audience. Choose the option here that works best for you.

Click any of these links to skip ahead:

• Share your saved views as webpages

• Publish your presentation

• Integrate Aha! Roadmaps with Confluence

• Export an Aha! Roadmaps view

Share your saved views as webpages

If a roadmap, report, or workspace note in Aha! Roadmaps communicates particularly well, you can save it as a view — and then share that view outside of your Aha! Roadmaps account as a webpage.

Note: Workspace notes do not have to be saved as views before they can be shared externally.

You can share your view-only webpage as a link, or embed it as an iframe. Either way, your webpage will stay in sync with your Aha! Roadmaps view, so that when you make changes in Aha! Roadmaps, they are reflected in your shared view. And, for extra security, you can enable SSO for shared webpages in your account settings so that only members of your organization can access the webpage with the URL.

For some audiences, you may wish to go a step further and make saved views in webpages interactive. When enabled:

• Users can filter any saved view using filters and filter options that you have added to the view.

• Users can drill in to the details on any saved view by clicking on records within the view. When they do, they will see a preview of fields you have chosen to include.

Note: Administrators with account permissions can moderate any Aha! Roadmaps records shared as webpages by navigating to Settings ⚙️ Account Profile External sharing. Here, they can delete a webpage, or generate a new URL.

If you would like to share records besides roadmaps, reports, or workspace notes, such as vision, strategic models, or personas, add them to a presentation.

Top

Publish your presentation

Use Aha! Roadmaps presentations to gather many Aha! Roadmaps views in one asset that you can present to an audience or share as a slide deck. Once you have crafted the perfect collection of roadmaps, reports and strategy, you can publish your presentation as a secure webpage that you can either share or embed using iframes.

Presentations allow you to control the update method of each individual slide, so that a report showing your team's progress will update automatically, but a perfectly-crafted roadmap will only update when you tell it to.

Top

Integrate Aha! Roadmaps with Confluence

If you want to collaborate with a team that relies on Atlassian Confluence, you can embed saved roadmaps, reports, and presentations into a Confluence page with our one-way integration. If you update the view in Aha! Roadmaps, your updates will be reflected in Confluence automatically.

Top

Export an Aha! Roadmaps view

Finally, if you just need a static version of an Aha! Roadmaps view, you can export it. Click the Share menu in a view you would like to export, then select one of the following options:

• Save as image

• Save as PDF

• Export to Excel (list reports only)

• Export to CSV (list reports only)

Top