Key Themes

The place for your projects and discussion topics.

Create Key Themes for every project or major discussion topic so you can be reminded to discuss them and link back to the context when you do.

Create and organise

  • Add a key theme with a name and optional description.
  • Use "Generate description with AI" to get a short summary from the name (Pro).
  • Edit or delete any theme from the list or from the edit modal.

Add Key Theme

Create a project or discussion topic to track and link to catchups, meetings, and actions

Generate description with AI

Recently used & search

  • Themes you've linked to recently appear at the top so you can find them fast.
  • Search by name or description to filter the list.
  • Each card shows how many catchups, meetings, and actions mention that theme and when it was last used.

Recently used

Career development

Goals, progression and growth conversations.

Mentioned in 2 catchups, 1 meeting

Last used 20 Feb 2025

Q4 planning

Objectives and priorities for the quarter.

Mentioned in 1 catchup

Last used 18 Feb 2025

Link to catchups, meetings & actions

  • When editing a catchup or meeting note, you can attach key themes so the discussion is tagged.
  • Open a key theme to see everything linked to it: catchups, meetings, and related actions.
  • Jump straight to the linked item from the "Linked to" tab.

Edit Key Theme

Career development

DetailsLinked to
  • Catchup: Alex Chen20 Feb 2025
  • Meeting: Sprint planning18 Feb 2025
  • Action: Follow up on development plan

Archive

  • Themes not linked in the last 30 days move into the archive so the main list stays focused.
  • Expand the archive to see and edit older themes, or restore them to recently used by linking them again.
Archive
1 theme

Old project X

No longer active.

Not used yet