Prerequisites

Before creating an objective, you or your admin must have created the session where this objective fits. The session must be in status Open.
For more information, see Create sessions.


Procedure

  1. In the navigation pane, under OKRs, click All sessions.

  2. Click the session where you want to create an objective.

  3. In the toolbar, click Create OKR.

The Create OKR screen appears.
Fill out the following fields:

Title (required)
In Title, enter a meaningful title for the objective.
For example, enter Improve product features.

Owner (required)
In Owner, select one or more employees who are responsible for the objective, alternatively you can select one or more teams.


TO NOTE: The objective is automatically assigned to you.

To change this, click on owner field and remove the the current owner, then select the desired employee or team.

Parent (optional)

In Parent, choose whether you want to select a parent for this objective by making it a child objective.

If you choose this option, this sub-objective will act as a key results to its parent objective and it will contribute to the parent objective's progress.

EXAMPLE: You have decided to improve product features. If you are creating this objective to support another objective, you can align it accordingly.

  1. To align the objective with another objective, open the objective and go to the parent option to choose another objective.
    To align an objective with an objective from another session, you must have first aligned the sessions one under the other.
    For more information, see Align sessions and objectives.

  2. If the current session is aligned under another session, click the tab of the session where the objective that you want to align with is located.

  3. In the list of objectives, click the objective that you want to align this objective with.

Set as private (optional)

If you want to make the objective private, go to Privacy option and change it from 'public' to 'private'.

The objective will be visible only to the assigned owner or owners and the team manager.

Mark your objective as private in case there is a sensitive information that should be available only to you, your manager, and the account administrator.

TO NOTE: If there is more than one owner, they and their manager will also be able to see the objective when set to private.

For more information, see Private OKRs.


Next steps

You can now proceed to defining key results, tasks, and other parameters of the objective. In doing so you will be guided about the quality of your objective by the OKR-design score. For more information, see OKR-design score.

Proceed with the following:

  1. Create key results

  2. Create tasks

  3. Link objectives

  4. Comments and mentions

  5. Tag objectives


See also

Install OKRs from the Marketplace

Did this answer your question?