North Stars
Set a few organization-wide themes that team objectives roll up to.
Set a few organization-wide themes that team objectives roll up to.
Overview
North Stars are workspace-wide strategic themes. They do not belong to a team. Keep the set small so every objective has a clear place to roll up.
If North Stars is missing from the sidebar, ask a workspace admin to enable it. The row is shown to workspace managers.
Open North Stars at /north-stars.
Using north stars
Use the list to scan title, status, and dates. Open a north star to edit those fields and see the objectives connected to it.
- Use a north star for a company theme that several teams share
- Use an objective for a team-owned goal under that theme
- Use an initiative for the workstream that delivers the outcome
Who can see north stars
Workspace managers see North Stars in the sidebar when the feature is on. Create requires north-star create permission — if New North Star is missing, ask a workspace manager.
Create a north star
Open North Stars and click New North Star.
The composer needs a title. Status defaults to Active. Description and start / end dates are optional.
North star properties
Title
The name of the theme. Required. Keep it short enough to scan in the list.
Description
Optional context for the theme (up to 500 characters). Put a longer spec in a document on a connected objective if you need more room.
Status
Communicate the stage with Active, Completed, or Canceled. Default on create is Active.
This is the north star's own lifecycle. It is not the same as an objective's Planned / Active / Completed / Canceled status. See Lifecycle and permissions.
Start and end dates
Optional window for the theme. If you set both, the start date must be before the end date. Use them to compare planning periods. Group and sort the list by those columns.
Objectives
Each north star can have many objectives. An objective belongs to a team. Connecting a north star is optional — it is how team goals roll up to the theme.
North star views
Workspace North Stars opens as a table.
Press F to filter. Display options (Shift V) control columns, grouping, and ordering. Group by Status. Sort by title, status, start date, end date, created, or updated. Save the current filters with Add new view.
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