Updated on February 2, 2023

Themes on Discovery Portal

Themes allow you flexibility in organizing your portal assets. You can think of them as buckets or categories under which you'll post insights from your workspace.

Custom themes on the Discovery Portal
Custom themes on the Discovery Portal

❗ The themes you create will become the sidebar navigation items on the Discovery Portal.

You can create themes based on features, different teams (marketing, product, design) or the type of assets published to the theme (interviews, charts, etc). Each theme can contain posts representing your findings from repository projects or other assets from within the workspace.

ℹ️ Posts are ordered by create time in descending order within a theme. However you can always re-order them from the Discovery manager.

Managing themes

Now that you understand what themes are, let’s learn about how you can manage them.

Create themes

There are two ways to create themes for your Discovery Portal.

1. Create theme using the Discovery Portal manager

Within your Discovery Portal manager, you'll find your theme manager under the # Manage Themes tab.

Create themes from the discovery manager
Create themes from the discovery manager

Here, you can create new themes and assign a relevant icon to it. These themes will appaear in your Discovery Portal's sidebar in real-time.

2. Create a theme while publishing a post to Discovery Portal.

You can also create themes while publishing new posts. On the publish modal, when you expand the theme selector dropdown, the last item is called + Add theme.

Create themes from publish modal
Create themes from publish modal

When you click on the Add theme item, you'll be presented with a form where you can create and select a new theme for your post.

Create a custom theme in the publish modal
Create a custom theme in the publish modal

Update / delete themes

Your portal manager also allows you to update or delete a theme directly from the theme row.

Update or delete a theme
Update or delete a theme

Reorder themes

As mentioned before, the themes form the sidebar navigation of your Discovery Portal. You also have the ability to arrange these themes in whatever order makes the most sense for your stakeholders. You can do so by simply dragging and dropping the themes in the theme manager:

Update or delete a theme
Update or delete a theme