Category: Strategic Objectives

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 %).

Link issues to themes

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.

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

Link from an issue

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

Unlink an issue

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 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

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).

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