Names must match exactly
Themes, codes and sub-codes are matched as plain text, so "Work life balance" and "Work-life balance" become two themes. Keep spelling and capitals the same on every row.
A quote can belong to the theme itself
Leave the code blank and the quote shows when the theme is selected, with no code node drawn for it.
Working ideas have a column
If a quote has no final theme yet, put your working idea in candidate_theme and it is shown there until you decide.
Your own columns are safe
The viewer ignores columns it does not use and skips blank rows, so you can keep working columns of your own beside the template's.