Tracking Objectives and Key Results (OKRs) is a powerful way to align team goals and measure progress effectively. This guide walks you through how to create, edit, and manage OKRs using your platform’s features.
🎯 Overview: What Are OKRs and Why Use Them?
OKRs (Objectives and Key Results) help teams stay focused on what matters most. They define clear objectives and measure progress through key results. Here's why they're useful:
✅ Align team goals with organizational priorities
📈 Track progress with measurable outcomes
🔄 Adjust and iterate goals easily
✍️ When to Use This Feature
Use OKRs when:
Starting a new project or quarter
Aligning team objectives with company strategy
Measuring performance or tracking improvement
🛠️ How to Create an OKR
Step 1: Click on Goals and OKRs in the main menu.
Step 2: Select Add OKR (top left corner).
Step 3: Create an Objective
3.1 Choose a Team
3.2 Enter your Objective
3.3 Add detailed information in Objective Details
3.4 Specify the Time Period for the objective
3.5 Set a Due Date
3.5.1 Optionally, choose if all Key Results share the same due date
3.6 Link objectives under Goal Links if needed (can be done later)
3.7 Set the Status
3.8 Click Save and Add Key Results to proceed
📝 How to Edit an Objective
After saving, you can:
Add Key Results under Add Key Result
Modify existing details of the objective
➕ Adding Key Results
Continue building your OKR by:
Adding multiple Key Results under the saved Objective
Assigning due dates and statuses for each
✏️ Editing and Update Permissions
Regardless of the selected visibility level, these roles can perform edits and updates:
Action | Who can do it |
Add objectives and key results | Team members, Reporting line management |
Edit objectives and key results | Objective owner, Team lead, Reporting line, Creator |
Update key results | KR owner, Objective owner, Team lead, Reporting line, Creator |
🔒 Permissions and Deletion Rights
The following parties can edit or archive an Objective:
The Objective owner
The team lead of the associated team
The line manager
The creator of the Objective
However, only administrators can delete an Objective.
👥 Objective Ownership and Access Rules
Objective Owner: Typically team leads or higher-level team leads.
Archiving Objectives: Possible for all roles that have permission to edit the objective.
Deleting Objectives: Only administrators can delete objectives.
📊 Key Results Management
Archiving Key Results: Only administrators can archive key results.
Deleting Key Results: Only administrators can delete key results.
Using OKRs helps teams stay on track and clearly visualize their goals and achievements. Try setting your next objective today! 🚀