Category: Support

Support and help

  • Auto-calculated vs manual metrics

    Metrics can be auto-calculated from your work, or updated manually.

    Auto-calculated metrics

    These metrics update automatically based on linked issues:

    • Issue count — Recounts linked issues every time you view it
    • Issue estimation — Sums story points of linked issues
    • Issue completion — Recalculates % of issues marked done
    • Custom field — Aggregates custom field values from linked issues

    No manual update needed. As you close issues and update fields, these metrics refresh automatically.

    When auto-calculated metrics update

    Auto-calculated metrics update:

    • When you link or unlink an issue
    • When you change an issue’s status (marks it done/not done)
    • When you change an issue’s estimate
    • When you modify relevant custom field values

    Example: Issue completion metric

    1. You create an “Onboarding redesign” objective with 10 linked issues
    2. You set a metric: Issue completion, target 100%
    3. As your team marks issues done, the % updates automatically
    4. When 10/10 are done, the metric shows 100%

    Manual metrics

    Manual metrics are tracked outside of issues. You update them by hand.

    When to use manual metrics

    Use manual metrics for:

    • NPS scores — Customer satisfaction surveys
    • Market share — Competitive positioning
    • Revenue — Financial targets
    • Adoption rate — Feature or product usage
    • Team velocity — Story points per sprint

    Example: NPS metric

    1. You create a “Customer satisfaction” objective
    2. You add a metric: Manual NPS, target 75
    3. Each quarter, you survey customers and update the current value
    4. The metric shows progress toward 75

    Mix auto-calculated and manual

    You can use both on the same objective:

    • Auto-calculated: “Issue completion: 60/100 issues done”
    • Manual: “NPS score: 72 (target 75)”

    Metric rollup

    When calculating objective progress:

    • Objective metrics roll up from all linked issues
    • Theme metrics are specific to that theme’s issues

    See Progress tracking and rollup.

  • Set up themes and initiatives

    Themes are work streams within an objective. They break down strategic goals into smaller initiatives.

    Create a theme

    1. In the Planning page, click an Objective
    2. Click + New Theme or Add Theme
    3. Enter:
      • Name — Your theme (e.g., “User onboarding flow”)
      • Description (optional) — What this theme covers
    4. Click Create

    The theme is now part of the objective and appears in the Planning interface.

    Company-wide vs. discipline-scoped themes

    By default, themes are company-wide and visible to all project members.

    To make a theme discipline-specific, see Discipline-scoped themes.

    Add theme metrics

    Metrics on themes track the work progress.

    1. Click a theme to open its panel
    2. Click the Metrics tab
    3. Click + Add Metric
    4. Choose a metric type
    5. Enter a target
    6. Click Save

    Theme metrics auto-calculate from linked issues (e.g., issue count, story points, completion %).

    See Link work to themes.

    Edit or delete a theme

    1. Click the theme
    2. To edit: modify fields and click Save
    3. To delete: click Delete and confirm

    Deleting a theme does not delete linked issues; it only removes the theme connection.

  • Link work to themes

    Connect individual issues to strategic themes so work rolls up into objectives.

    1. Open an issue detail panel (from Board, Backlog, or anywhere)
    2. Find the Strategic Themes or Objectives section
    3. Click + Link Theme or Link to objective
    4. Select a theme from the dropdown
    5. Click Save or Link

    The issue is now linked to that theme.

    Link from the Planning page

    1. Go to Planning
    2. Click a theme to open it
    3. Click + Link Issue or Add Issue
    4. Search for or select an issue
    5. Click Link

    The issue is now part of that theme.

    View linked issues

    1. Click a theme on the Planning page
    2. The Issues or Linked Issues tab shows all connected work
    3. Click an issue to open its detail
    1. Open the issue detail panel
    2. Find the linked theme
    3. Click the X or Remove button next to the theme
    4. Click Confirm

    The issue is now unlinked from that theme.

    Or from the Planning page:

    1. Click the theme
    2. In the Issues tab, find the issue
    3. Click Unlink or the X button
    4. Confirm

    Filter issues by theme

    The view updates to show only issues linked to that theme

    Go to Board, Backlog, or Timeline

    Click Filters or Objective Filter

    Select a theme or objective

  • Discipline-scoped themes

    Discipline-scoped themes are visible only to members of that discipline, helping teams organize parallel strategic initiatives.

    What is a discipline?

    A discipline is a functional area (Engineering, Design, Product, etc.). Discipline leaders can create and manage themes specific to their discipline.

    Users are members of disciplines through their team assignments.

    Create a discipline-scoped theme

    You must be a discipline leader to create discipline-scoped themes.

    1. Go to Planning
    2. Click an Objective
    3. Click + New Theme
    4. Enter the theme name
    5. Under Discipline (optional), select a discipline
    6. Click Create

    If you select a discipline, the theme is visible only to:

    • Members of that discipline
    • Project admins
    • Company admins

    If you leave Discipline blank, the theme is company-wide and visible to everyone.

    Assign discipline leaders

    See Discipline setup and assignments.

    View discipline-scoped themes

    On the Planning page, discipline-scoped themes appear with a discipline badge (e.g., “Engineering”).

    If you don’t have access to a discipline, its themes don’t appear in your view.

    Filter by discipline

    If you’re an admin:

    The view updates to show only issues linked to that discipline’s themes

    On Board, Backlog, or Timeline, click Filters

    Select Discipline

    Choose a discipline

  • Create objectives and goals

    Strategic objectives connect your daily work to long-term company goals.

    Access Strategic Planning

    1. Go to your project
    2. Click Planning (or Strategic Planning)
    3. Click the Objectives tab

    Create an objective

    1. Click + New Objective
    2. Enter:
      • Name — Your strategic goal (e.g., “Improve onboarding experience”)
      • Description (optional) — Why this objective matters
    3. Click Create

    The objective is now visible in the Planning page.

    Add an objective metric

    Metrics track progress toward your objective. See Define and track metrics.

    1. Click the objective to open its detail panel
    2. Click the Metrics tab
    3. Click + Add Metric
    4. Choose a metric type (issue count, completion %, custom field, or manual)
    5. Enter a target value
    6. Click Save

    The metric appears on the objective, showing current progress and target.

    View linked issues

    1. Click the objective to open its detail panel
    2. Click the Issues or Linked Issues tab

    All issues linked to this objective and its themes appear here.

    Edit or delete an objective

    1. Click the objective
    2. To edit: modify fields and click Save
    3. To delete: click Delete and confirm

    Deleted objectives can be recovered from trash for a limited time (contact admin).

  • Company-wide strategic planning

    Strategic planning connects all levels of your organization—from daily work to company goals.

    View the strategic planning hierarchy

    1. Go to Planning

    The hierarchy is:

    • Objective (top level, e.g., “Improve customer retention”)
      • Theme (mid level, e.g., “Loyalty program redesign”)
        • Issue (individual work, e.g., “Design loyalty tier structure”)

    Plan top-down

    1. Create company Objectives representing long-term goals
    2. Break each objective into Themes (work streams)
    3. Link existing Issues to themes, or create new issues within themes

    This ensures all work ladders up to strategy.

    Track progress

    Metrics on objectives and themes auto-calculate:

    • Issue count — How many issues are linked
    • Completion % — What % of linked issues are marked done
    • Story points — Sum of estimates on linked issues
    • Custom field values — Aggregate custom field data from linked issues
    • Manual metrics — Goals you set and update manually

    See Define and track metrics.

    Report on strategy

    1. Go to Planning
    2. View objective cards showing:
      • Progress bars (metric completion)
      • Linked issue counts
      • Theme breakdown

    This gives you a “strategy dashboard” showing execution progress.

    Involve the whole company

    Discipline leaders manage parallel discipline-scoped strategic initiatives

    Executives create and maintain objectives

    Team leads organize issues into themes

    Individual contributors link their daily work to themes

  • View and manage timeline

    The timeline shows work on a Gantt-style chart, ideal for planning roadmaps and dependencies.

    Access the timeline

    1. Go to your project
    2. Click the Timeline tab

    The timeline displays issues as bars on a horizontal calendar spanning days, weeks, or months.

    Understand the timeline view

    Horizontal axis shows time (today, weeks, months).

    Vertical axis lists issues, grouped by team or status.

    Bars represent issue duration from start to end date.

    Colors indicate status (backlog = gray, in progress = blue, done = green).

    Set issue dates

    1. Click an issue on the timeline
    2. Enter Start Date
    3. Enter Due Date or End Date
    4. Click Save

    The issue bar on the timeline updates to reflect the dates.

    View by team

    1. Click Group by or View
    2. Select Team

    Issues organize horizontally by team, making it easy to see team capacity over time.

    Scroll and zoom

    1. Use your mouse wheel to scroll left/right on the timeline
    2. Use the + and – buttons (or pinch gesture) to zoom in or out

    Zoom out to see the full roadmap; zoom in for details.

    Filter the timeline

    The timeline updates to show only matching issues

    Click Filters

    Select Status, Team, Assignee, or Priority

  • Team grouping and dependencies

    Visualize team schedules and identify blockers.

    Group by team

    1. Click Group by on the Timeline
    2. Select Team

    Issues are now organized by team, with each team’s workload visible across time.

    This helps you:

    • See if one team is overloaded
    • Identify parallel vs. sequential work
    • Spot timing mismatches between teams

    Identify dependencies

    Issues linked to other issues (via a “blocks” or “depends on” relationship) may show visual indicators on the timeline.

    1. Look for lines or badges connecting related issues
    2. Click an issue to see its dependencies in the detail panel

    Reorder issues within a team

    Issues within a team can be reordered on the timeline by dragging. See Reorder and plan sequentially.

    Unassigned issues

    Issues without a team assignment appear in a separate section at the top or bottom.

    Assign issues to teams to include them in team groupings.

  • Reorder and plan sequentially

    Organize your timeline to show the work sequence and identify critical paths.

    Reorder issues on the timeline

    1. On the Timeline, locate an issue row
    2. Drag the row up or down
    3. Release the mouse

    The issue position updates, and the timeline reflects the new order.

    Use positioning to represent sequence

    While the timeline’s horizontal position (dates) represents when work happens, the vertical position represents priority or sequence within a phase.

    Drag higher-priority or earlier issues toward the top.

    Plan sequential releases

    1. Set Start Date and Due Date for each issue
    2. Arrange issues so that dependencies complete before dependents begin
    3. Use the timeline to visually confirm the sequence

    For example:

    • “Backend API” (Week 1–2)
    • “Frontend integration” (Week 3–4) — depends on backend
    • “Testing & QA” (Week 4–5) — depends on both

    Set realistic timelines

    When planning sequences:

    1. Avoid overlapping deadlines for dependent work
    2. Leave buffer time for testing and fixes
    3. Account for team capacity and other commitments

    Export or share timeline

    Many teams take screenshots of the timeline for presentations or reports. The timeline visualization helps stakeholders understand the roadmap.

  • Organize and prioritize backlog

    The backlog is your prioritized list of all work, from high-priority to low.

    Access the backlog

    1. Go to your project
    2. Click the Backlog tab

    The backlog shows all issues not yet started, sorted by priority.

    Reorder issues to set priority

    1. Drag an issue up or down in the list
    2. Release the mouse

    The issue position updates. Higher position = higher priority.

    Understand backlog status

    Issues in the backlog have a status of “Backlog” or “Not Started”. They appear here until moved to “In Progress” or another active status.

    Group the backlog

    1. Click Group by or View
    2. Select Team, Priority, or Assignee
    3. Issues organize into groups

    This helps you:

    • See what each team needs to do
    • Identify priority clusters
    • Spot unbalanced workload

    Remove grouping

    1. Click Group by
    2. Select No grouping or Flat view

    The backlog returns to a flat, prioritized list.