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Epic wording and strategy

Change the words an Epic uses for what partners deliver, and keep its strategy tree word for word with the strategy your organisation signed off.

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Each Epic has two pages of its own set-up beside its details: what it calls things, and its strategy tree. Both open from the Epic's page under Settings > Epic set-up. This appears only when it is turned on for your organisation.

What this Epic calls things

An Epic that changes nothing uses Backed's own words, which is the ordinary state. To use your own:

  1. Open the Epic and select What this Epic calls things.
  2. For each term, give the word to use Under a grant and Under a commercial contract. Give both: filling in only one would change the word for half the Epic's partners.
  3. Select Save settings.

A change reaches every screen in the Epic, including screens partners have open, and the message their next report request arrives in. A wording that is in use is retired rather than renamed, so a quarter reported two years ago still reads as it did: select Retire this wording, then give the new words.

The strategy tree

The strategy tree holds the Epic's initiatives, sub-initiatives and key results, typed word for word from the strategy your organisation signed off. Open the Epic and select The strategy tree. Select Add an initiative, then Add a sub-initiative and the key results under each.

To fix a line, select Correct the wording and give a reason. A correction changes what every Captain and partner in the Epic reads, so each one keeps what it replaced. A line with live projects placed under it says how many.

See also

This page uses Backed's default terms, such as Funding Round and Application Template. An organisation may rename them, so read each as your organisation's own term if you've renamed it.