Updated 1 week ago by Copado Solutions


The four primary principles of Agile Project Management are—Themes, Epics, Stories, and Tasks.

A theme is a group of related epics that have something in common. As an organizational tool, they also give you the ability to assign your Epics to different categories. 

By assigning a financial value to Themes, managers can ensure the highest value is being delivered and that the project/program is aligned with its objectives and the strategic direction of the organization.

Create a Theme

  1. Navigate to the Themes tab. 
  2. Click New.
  3. Give your theme a name and provide a description.
  4. Select a status for your theme. The available options are:
    1. Draft
    2. Planned
    3. In Progress
    4. Completed.
  5. If it is an active sprint, select the Active checkbox.
  6. Click Save.

Add User Stories to a Theme

To add user stories to a theme, select the theme when you create a new User Story record or create new user stories directly from the theme.

To create a user story from a Theme record, follow these steps:

  1. Open the Theme record where you want to add the user stories.
  2. In the User Stories related list click New.
  3. Fill in the relevant details and click Save.

See Also

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