Choose your Huddle context

Context is the set of initiatives and source selections used by your Huddle widgets. Team admins and editors can change it from Today. Viewers can inspect the saved choices.

Select the correct team before editing. Context belongs to that team’s Huddle and is shared across teammates and devices. Widget display choices, such as Pending actions grouping or the Milestones view, stay in the widget’s settings.

1. Open your team’s Huddle → Today and select Context in the top toolbar.
2. Expand the source you want to change, such as Initiatives or Linear teams.
3. If existing widgets have different selections, select Set shared selection before choosing the shared options.
4. Review any listed widget exceptions. Keep them, or select Use Huddle context beside each widget that should follow the shared choice.
5. Select Apply context. Cancel discards your draft, including any proposed override removals.

Widgets that follow shared context update across the team’s tabs. For example, choosing two Linear teams once applies to both Linear current cycle and Milestones, unless either widget has its own selection.

Hover over or focus Context to check what the visible widgets on the current tab use. The tooltip shows their sources and marks overrides as Widget selection. Open Context to review all shared options.

Context option	What it controls
Initiatives	The shared initiative scope for Customer evidence, Sentiment, and Direction. Keep Active initiatives in this team for Definition and In Progress initiatives, or use Choose initiatives for up to 50 accessible initiatives in any status, including initiatives from other teams.
Linear teams	The connection and teams used by Linear current cycle and Milestones. Keep Automatic team, or use Choose teams for up to 50 teams.
Jira sprint	The connection, board, and sprint used by Jira current sprint. Choose a board and Active sprint or a specific sprint, or select Use automatic board and sprint.
Customers	The accounts and evidence period used by Accounts Evidence. Use Recent customers or Choose customers for up to 50 accounts. Periods are Last day, Last week, Last 30 days, and All time.
Evidence fallback	What Customer evidence shows when the selected initiatives have no linked evidence. Choose trending insights or no fallback. Trending insights can use the workspace, this team, or a specific product over 7, 30, or 90 days.
Direction sources	Whether Direction uses Evidence and studies, Evidence only, or Studies only.

Goals, Focus, Delivery, and Pending actions continue to use the selected Zentrik team. Connect Linear or Jira before configuring its source. Selecting an initiative does not grant access: each viewer sees only initiatives and supporting content they can read. Teammates may therefore see different results from the same shared selection.

A widget override is a source selection for one widget on one tab. Existing widget selections that differ from a new shared choice stay as overrides, including widgets on other tabs or currently hidden widgets. Leaving context unchanged preserves your existing setup.

1. Select the context icon beside a supported widget’s title.
2. Choose Use a widget selection, then set its source options.
3. Select Save widget context.

A link icon marks shared context; a sliders icon marks a widget selection.

To remove that override, choose Follow Huddle context in the same control and save. You can also remove listed overrides from the shared Context sheet with Use Huddle context, then Apply context.

Overrides are available for Linear current cycle, Milestones, Jira current sprint, Accounts Evidence, Customer evidence’s fallback, and Direction’s source types. Initiative selection always stays shared across Customer evidence, Sentiment, and Direction.

To return to automatic selection, choose Active initiatives in this team, Automatic team, Use automatic board and sprint, or Recent customers for the relevant source, then apply. Widgets with overrides keep those overrides until you remove them.

An empty manual selection means none. Removing every selected initiative, Linear team, or customer does not switch back to automatic selection. An empty initiative scope can still show trending insights if Evidence fallback allows them.

Removing an override makes the widget follow shared context; it does not restore an earlier widget selection. Choose that selection again if you need it.

Context changes update the current Huddle. Earlier Huddles retain their saved initiative scope; Accounts Evidence and connected provider widgets still read live data when you open History. Return to Today to edit context.