Manager Toolkit logo

Linking Key Themes to Meetings

Tag meetings with recurring themes to track patterns over time.

Last updated April 2026

Key themes let you tag meetings with recurring topics, making it easy to spot patterns across your management activity over time. When the same theme appears in multiple meetings, catchups, or other records, you can see how often it comes up and whether it is being addressed.

Tagging a Meeting with a Theme

Open a meeting from the Meetings page.
Look for the Key Themes section on the meeting detail view.
Start typing a theme name. If the theme already exists, select it from the suggestions. If it is new, create it directly.
The theme is now linked to the meeting. You can add multiple themes to a single meeting.

Once you have tagged several meetings with themes, you can view theme trends from the Key Themes page. Each theme shows how many times it has appeared and which items it is connected to. This gives you a clear picture of which topics keep recurring.

For example, if "resource constraints" appears in six meetings over the past month, that is a strong signal the issue needs a more strategic response rather than ad-hoc discussion.

Why Theme Tagging Matters

Without themes, individual meeting notes can feel disconnected. You might discuss the same issue in several meetings without realising it is a pattern. Theme tagging connects these dots for you.

Themes also work across other features - you can tag catchups, retrospectives, and targets with the same themes. This cross-referencing is what makes the Key Themes view so powerful.

Keep your theme names consistent and specific. "Hiring" is better than "People stuff", and "Sprint velocity" is better than "Speed". Consistent naming makes patterns easier to spot.
Themes are shared across all your teams and features. A theme tagged on a meeting is the same theme you might tag on a catchup or target, giving you a unified view.

Was this article helpful?