Configure disciplines and discipline-scoping

Set up disciplines and enable discipline-scoped strategic planning.

What discipline-scoping does

Discipline-scoping lets you:

• Create strategic themes visible only to specific functional areas
• Define metrics only discipline members see
• Filter issues by discipline on boards
• Organize your company structure in planning

Create disciplines

See Discipline setup and assignments for the full process.

Quick steps:

1. Go to Settings > Disciplines
2. Click + New Discipline
3. Name it (e.g., “Engineering”)
4. Click Create

Assign disciplines to teams

1. Go to Settings > Teams
2. Click a team
3. Set its Discipline
4. All team members belong to that discipline

Assign discipline leaders

1. Go to Settings > Disciplines
2. Click a discipline
3. Click + Assign Leader
4. Select the leader(s)
5. They can now create/edit discipline-scoped themes

Configure which metric types are enabled

Admins can choose which metric types teams can use:

1. Go to Settings > Disciplines > Metrics tab
2. Check/uncheck:
   • Issue count
   • Issue estimation
   • Issue completion
   • Custom field
   • Manual
3. Click Save

Only enabled types appear in Planning when creating metrics.

View discipline-scoped content

Once disciplines are set up:

• Go to Planning
• Discipline-scoped themes show a discipline badge
• Only members of that discipline see scoped themes

Filter by discipline (admin only)

Admins can filter issues by discipline:

1. Go to Board or Backlog
2. Click Filters > Discipline
3. Select a discipline
4. Issues filter to show only work linked to that discipline’s themes

Manage discipline leaders

See Discipline setup and assignments.

Best practices

Update leaders as your org evolves

Create disciplines after you’ve set up teams

Align discipline structure with your company’s organizational structure

Clearly define each discipline’s scope