Edit key results

Learn how to quickly edit your key results

Neli Ivanova avatar
Written by Neli Ivanova
Updated over a week ago

Overview

Editing a key result is not the same as updating its status. By editing a key result, you can change its name, its type, description, owner, or deadline.

If your objective is part of an approval workflow, you have to first withdraw it.


Prerequisites

To edit a key result, you must have the respective permissions and the session of the key result must be in status Open.


Procedure

To edit a key result, perform the following

  1. In the navigation pane, under OKRs, click on All Sessions.

  2. Navigate to the respective session.

  3. In the top toolbar, click Filters.

  4. Add 'session' and 'KR owner' and you can add any additional filters by clicking

    on the "Add filter option, Once filters are added a list of objectives and their key results appears.

  5. Once you have located your Objective, You can directly click on key results to edit them.

  6. Once modifications are made you can click out of the key result to save.

  7. Users can also click on the respective objective to edit key results.

  8. In the Key results section, click on the three dot menu of the key result that you want to edit. Select Edit.

  9. Perform the required modifications.

    10. Click Save.


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Edit a key result that is subject to approval workflow

If you are using approval workflow, you cannot edit an objective or key result that has been submitted and approved. You must first withdraw the OKR, make your modifications, and, then, resubmit it for approval.

To do this, perform the following:

  1. Open the objective.

  2. On the top of the Objective click on the Withdraw button

  3. Confirm you would like to withdraw by clicking on the red withdraw button

  4. Edit your key result.

  5. Resubmit your OKR for approval by clicking the "Send for approval" button.

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