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πŸ“€ Exporting OKRs: A Quick Guide

Updated over 8 months ago

Exporting your OKRs (Objectives and Key Results) can be incredibly helpful for reporting, planning meetings, and keeping stakeholders informed. Here’s an overview of how the export feature works, when to use it, and why it's useful.


πŸ” When and Why to Export OKRs

Exporting OKRs is especially useful when you need to:

  • Share progress updates with stakeholders
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  • Prepare performance reviews
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  • Analyze team alignment and goal tracking
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  • Archive OKRs for documentation or compliance
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Using this feature helps maintain transparency, improves team alignment, and saves time on manual reporting.


πŸš€ How to Export OKRs

Follow these steps to export OKRs easily:

  1. Navigate to OKRs
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    In the left-hand menu, click on Goals and OKRs.
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  2. Select a Team or Goal
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    Use the filter function at the top of the page to choose a specific team or goal. This is necessary to activate the export option.
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  3. View the Overview
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    After selection, you’ll see an overview of the chosen team’s OKRs.
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  4. Export the OKRs
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    Click on "Export OKRs". An Excel file will be generated with the following information:
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    • Team
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    • Goal Owner
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    • Goal
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    • Key Result Owner
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    • Key Result
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    • Status
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    • Progress (%)
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    • Weight (%)
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    • Weighted Progress (%)
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πŸ’‘ Tip

This exported list can be reused in various contexts such as meetings, reports, or internal audits.

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