How to color code your objectives by theme

Diana Stegall
Written by Diana Stegall
Updated

Available on Scale and Enterprise plans.

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Organize your roadmap and help others understand "why we're working on this" by applying a color code (theme) to your objectives.

 

PMs can use objective themes to:

  • communicate how objectives support an overall product strategy
  • visually group objectives which are driving towards the same goal
  • navigate viewer attention to the most important roadmap topics

In this article:

How to create an objective theme

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  1. Whether you're in your Features board or your Roadmaps board, click on an objective to open its detail window. Alternately, click on the Objectives icon within the right sidebar and click on one of the objectives listed.
  2. In the objective detail, you will see a field called Theme. Click +Assign.
  3. If you haven't created a theme before, click Create Theme to begin.

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  1. Select a color for your objective theme.
  2. Give your objective theme a name.
  3. Repeat as necessary until all of your organization's broader themes have been added to the dropdown theme menu.

How to assign a theme to an objective

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  1. Click on an objective to open the detail page.
  2. Scroll down to the Theme field and click +Assign.
  3. Select the desired theme from the dropdown menu.

How to view objective themes on your roadmap

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  1. Click the Settings menu in the top right corner.
  2. Scroll to Objective VisualizationColors
  3. From the dropdown menu, select By theme.
  4. Click Save roadmap in the top menu bar to save your changes.
Note: Existing objective-based roadmaps will remain organized "By status" unless you explicitly switch to the "By theme" option. New objective-based roadmaps will be arranged "By theme" by default unless you explicitly switch to the "By status" option. Switching between options will not lose your theme or status values - switch back anytime!

 

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Click on the Legend icon in the bottom right hand corner to reveal a breakdown of your roadmap's color coded objectives, feature statuses, and release statuses.

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