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 %).

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.