Overview
OKRs promote transparency. But sometimes you need private OKRs. Quantive Results supports both public and private OKRs. You may want to create a private OKR, if you are dealing with sensitive information.
You can approach confidential or sensitive information in OKRs in the following ways:
Set custom permissions
If the whole session needs to be protected, you can set custom permissions for the session and allow only certain users to view and modify it.
For more information, see Set session permissions.
Make an OKR private
If within a public session, there is sensitive information, you can make only a particular OKR private.
EXAMPLE: An OKR can be set privately between a person, or multiple people, and their supervisor. It can be a personal development objective, such as Get along better with colleagues or Improve writing skills.
NOTE:
All private OKRs contribute toward session progress.
If an OKR is shared, both owners will have access to the OKR and will be able to update it.
A team cannot be assigned as the owner of a private OKR.
Visibility of a private OKR
Private OKRs are visible to the objective owner, their manager, any users with the system role admin, and any users with a custom role that has the user role permissions “Access private OKRs” granted.
In the list of objectives, a private OKR is marked with the tag Private.
When you open an objective for editing, above its name, the tag Private objective is displayed.
When you view the objective in Alignment view, a private objective is displayed with an orange dot.
For the rest of the organization, the private OKR appears with restricted access - users can see where it fits in the session, but they are not able to see its name, its owner, its key results, or other attributes.
Create private OKRs
You can mark an objective as private when you create or edit it.
In the navigation pane, under OKRs, click All sessions.
Click the session where you want to create a private OKR.
In the toolbar, click Add new objective.
Enter a name for the objective.
Click Create OKR.
Open the OKR and edit the privacy status as 'private' instead of 'public'.
NOTE: There are a couple of permissions, that should be kept in mind, when creating a private OKR, or more so, when facing issues, creating a private OKR.
The privacy option should be visible when:
The goal owners should be of type 'user' - in case any team was selected as owner the Privacy option won't be visible
The goal should be part of an open session
The user should have Manage OKRs permission
The goal should not be locked
The user should be allowed to update the goal (custom session permissions)
Change the privacy of OKRs
Perform the following:
In the navigation pane, under OKRs, click All sessions.
Click the session whose objective you want to make private.
Click the OKR that you want to make private.
Change the privacy status from 'public' to 'private'.
Note that a team cannot be assigned as the owner of a private OKR.
If a team is in the owner field of an objective, the Privacy field will remain hidden.
