Discipline setup and assignments

Disciplines organize your company by functional area and enable discipline-scoped strategic work.

What is a discipline?

A discipline is a functional area or business unit:

• Engineering — Software development
• Design — Product and UX design
• Product — Product management
• Sales — Sales and business development
• Finance — Financial planning

Disciplines are optional—you don’t have to use them.

Create a discipline

1. Go to Settings > Disciplines
2. Click + New Discipline
3. Enter:
   • Name — e.g., “Engineering”
   • Description (optional) — What this discipline covers
4. Click Create

Assign discipline leaders

Discipline leaders can create and manage discipline-scoped strategic themes.

1. Go to Settings > Disciplines
2. Click a discipline
3. Click + Assign Leader or + Add Leader
4. Select a person
5. Click Assign

The person is now a leader for that discipline.

Assign discipline members

Team members become discipline members through their team assignments:

1. Go to Settings > Teams
2. Click a team
3. Click Assign Discipline or Discipline
4. Select a discipline
5. Click Save

All members of this team are now members of that discipline.

Assign people to multiple disciplines

A person can belong to multiple disciplines:

1. Assign them to teams in multiple disciplines
2. Or manually assign them to multiple disciplines (if supported)

They’ll see content from all their disciplines.

View discipline membership

1. Go to Settings > Disciplines
2. Click a discipline
3. See all members and leaders of that discipline

Discipline visibility rules

Once disciplines are set up:

• Discipline-scoped themes (in Strategic Planning) are visible only to that discipline’s members and leaders
• Discipline-scoped metrics are visible only to that discipline’s members and leaders
• Discipline filter (on Board/Backlog) lets admins filter issues by linked discipline

Metrics per discipline

Discipline leaders can define metrics specific to their discipline:

1. Go to Planning
2. Click a discipline-scoped theme
3. Add metrics
4. Only discipline members see these metrics

See Discipline-specific metrics.

Remove discipline assignment

1. Go to Settings > Disciplines
2. Click the discipline
3. Find the person to remove
4. Click Remove or ✕

The person is no longer a member/leader of that discipline.