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Version: 24.3

Strategic Themes Overview

This article explains how to use the strategic themes in Agility.

Overview

Strategic Themes are assets that reflect top-tier strategic planning activities at the company or organizational level. Product owners can use them to divide, group, and prioritize top-level portfolio items in a manner that reflects the targets and strategic priorities of the company. This helps keep the development plans aligned with the strategic priorities.

You can associate a portfolio item to more than one strategic theme to provide a birds-eye view across all products and see how you are progressing towards a specific top-level objective.

Using the Portfolio Tree

Portfolio Item Overview

Assigning Strategic Theme to Portfolio Item

Closing Strategic Theme

Creating New Strategic Theme

Deleting Strategic Theme

Editing Strategic Theme

Adding Blocking Issue to Test Set

Adding Child Portfolio Item in Portfolio Tree

Adding Portfolio Item in Portfolio Tree

Adding a Work Item to a Portfolio Item in the Portfolio Tree

Applying Filters to the Portfolio Tree

Closing Portfolio Item in Portfolio Tree

Generating Parent Portfolio Item for Existing Story

How Portfolio Tree Related to Project Tree

Moving and Ranking Portfolio Items in Portfolio Tree Using Drag and Drop

Watching Portfolio Item

What Kinds of Items Can I Add to the Portfolio Tree

How to View Portfolio Item Details

Switching to Roadmap Timeline Layout

Adding Links

Attaching Files

Copying a Work Item

How to Print Story Cards

How do I create friendly work item link

Working with Communities

Using Conversations

Working with Defects

Using Templates to Create Reusable Portfolio Items Stories Backlog Items or Defects

Using Ideas

Tracking Impediments with Issues

Managing Member Accounts

Managing Projects or Releases

Using Requests to Capture User Feedback and Suggestions

Managing Sprints or Iterations

Sprint or Iteration Scheduling

Using the Portfolio Tree

Managing Stories Backlog Items

Using Tasks to Breakdown Stories Backlog Items

Using the Sidebar

Working with Community Topics