Overview
Managing OKRs at bulk simplifies the organization of the OKR process.
Prerequisites
The plan of the account is Enterprise.
Users have the Admin or User role assigned (or 'Manage OKRs' global permission enabled if the role is custom).
Access bulk operations
Perform the following:
In the navigation pain, under OKRs, click All sessions.
Click the session whose OKRs you want to manage.
Select the OKRs you'd like to perform a Bulk Operation with
You can perform the following bulk operations through the Bulk-Operations Bar
Assign
The list of employees and teams appears in a multi-select field on top of the Bulk-Operations Bar
2. To assign an owner to an objective or a key result, select their name from the selector field above
Tagging
The bulk tag selector is located in the middle of the Bulk-Operations Bar
2. To assign a tag to an objective or key result, select the tag from the list of available tags.
3. When finished, click the X button on the right of the Bulk-Operations Bar.
Delete
A Delete button appears as the third button in the Bulk-Operations Bar.
To delete an objective or a key result, click its Delete button.
To confirm deletion - press the "Delete" button in the confirmation modal that appears on your screen.
IMPORTANT: This action cannot be undone. Deleting an objective deletes it and its key results permanently.
3. When finished, click the X button on the right of the Bulk-Operations Bar.
Rearrange columns
The list of columns in the OKR grid appears on the right.
Use drag-and-drop to rearrange the columns inside the grid or edit them through the Column-Selector in the top right of the grid.