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📤 Exporting OKRs: A Quick Guide

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.


🔍 When and Why to Export OKRs

Exporting OKRs is especially useful when you need to:

  • Share progress updates with stakeholders

  • Prepare performance reviews

  • Analyze team alignment and goal tracking

  • Archive OKRs for documentation or compliance

Using this feature helps maintain transparency, improves team alignment, and saves time on manual reporting.


🚀 How to Export OKRs

Follow these steps to export OKRs easily:

  1. Navigate to OKRs
    In the left-hand menu, click on Goals and OKRs.

  2. Select a Team or Goal
    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.

  3. View the Overview
    After selection, you’ll see an overview of the chosen team’s OKRs.

  4. Export the OKRs
    Click on "Export OKRs". An Excel file will be generated with the following information:

    • Team

    • Goal Owner

    • Goal

    • Key Result Owner

    • Key Result

    • Status

    • Progress (%)

    • Weight (%)

    • Weighted Progress (%)

💡 Tip

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

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