Quantive

Learn how to use OKR States to mark an Objective as achieved or abandoned

OKR States

Learn how shared objectives can drive collaboration, common purpose and high performance across roles.

Shared OKRs

Learn how to benefit from the Home screen and how to use its shortcuts

Home screen

Using the Activity history

Learn how to use the Quantive navigation to perform your tasks effectively

Using the navigation in Quantive

Learn some of the best practices for creating, owning, reporting, and updating OKRs

Best practices for OKRs

Search allows you to find any OKR, Session, task, employee, team, list, Insight, Insightboard, KPI, or Automation in your account.

Search

Learn how to use the filtering functionality in Quantive Results

Using Filters in Quantive Results

Set intermediate targets for your key results

Key Result Milestones

Learn how to subscribe to updates and edits to Objectives and Key Results

Watching an Objective or a Key Results

Learn how to export the OKRs of a session or a team in an Excel file

Export OKRs to Excel

Create, share and favourite a filtered set of OKR that you can easily access any time when browsing Quantive Results

OKR views - Filters & Sorting

Search OKRs in the OKR Grid and Alignment view

Learn how to manage OKRs at scale. Assign, tag, or delete objectives and key results

Manage OKRs in bulk

Sonya Vrabcheva

Boyan Barnev

Vesela Mihaylova

Working with Objectives and Key Results (OKRs) in Quantive Results (formerly Gtmhub). It's everything you need to know about managing OKRs.

User Guide: OKRs

Learn how to create meaningful objectives

OKR-design score

How to calculate an objective's attainment based on its child sub-objectives

Configure custom Objective progress calculation

Create Objectives

Learn how to manually create key results of numeric and Boolean type

Define key results

Learn how to create insights that can be used to create automated key results that are updated automatically

Create Insights for Automated Key Results

Learn how to create dynamic key results, based on a filtered insight

Create dynamic key results with filters

How to update cloned Key Results from one place

Mirror Key Result progress and update notes

Learn how to tag your OKRs and then use the tags to filter them

Tag Objectives and Key Results

Learn how to make an OKR private to protect sensitive information

Private OKRs

​Learn how to be Agile at Scale by planning your OKRs to improving cross-functional team collaboration

Examples of cross-functional team OKRs

Adding OKRs

Learn how to set KPI Projections to structure and organise your KPI goals.

KPI Projections

Learn how to delete updates to KPI values, also referred to as KPI snapshots.

Delete KPI updates

Learn how to work with the chart on the KPI detailed screen.

KPI Chart

Learn how to set KPI Targets to structure and organise your KPI goals.

KPI Targets

KPIs

Learn how to edit already created objectives to reflect changes in circumstances of your process

Edit objectives

Learn how to quickly edit your key results

Edit key results

Learn how to set deadlines to key results, including optimistic and pessimistic deadlines

Key result deadlines

Learn how to update and track confidence level throughout the OKR session

Update the confidence level

Learn some useful ideas for creating custom fields for tasks

Example: Create a custom field of tasks

Learn how to create tasks, associate tasks with OKRs, create a Custom View and connect them to Jira issues

Work with tasks

Learn how to enable contextual conversations using comments and mentions

Comments and mentions

Learn how to use the History feature to browse through all changes that have been made to a specific objective or key result.

View the timeline of OKR activities

Learn how to configure your personal notifications for various activities in Quantive Results

Configure your Personal Notifications

Key Results tooltips show you what progress has been made throughout the session in an easy-to-understand way.

How to use Key Results tooltips

Updating OKRs

How Quantive Results models bidirectional goal setting

Objective bidirectional goal setting, alignment, and progress calculations

You can base an objective's progress formula based on the average of the its key results and child objectives. Here's how.

Objective progress based on the average of its key results and child objectives

You can base an objective's progress formula based on the average of its child objectives. Here's how.

Objective progress based on the average of its child objectives

Learn how to link Objectives, Key Results and KPIs to each other

Related Items

Learn how to align objectives – set a parent-child relationship between them

Align sessions and objectives

Learn how to use aligning and linking to effectively promote transparency and focus

Aligning vs linking objectives

Navigating through the Alignment screen allows you to browse your top priorities list. Here's how to ensure you never get lost in it.

How to re-center your Alignment screen

Learn how to turn mandatory alignment on and off and how it affects creating OKRs.

Mandatory Alignment of OKRs

Learn how to set an OKRs as a top priority

Mark an objective as a top-level

Learn how to create a sub-objective of an objective to align your OKRs quickly

Add child objectives

Learn how to build flawless OKR alignment. Visibly align your OKRs in the Alignment view, using drag-and-drop and mark to move functions.

Use the Alignment view

Move around the canvas or zoom in/out by using the nav options, shortcuts and the trackpad

Navigation modes in the Alignment view

Learn how to share links to your OKRs with your teammates

Share links to OKRs and Key Results

Find the right OKRs to align to faster and more efficiently

Aligning OKRs

Learn how to monitor and update key results to reflect your progress on the objective

Update key results

Home

Learn how to modify the parameters of an already created session

Edit sessions

Sessions

In Quantive, we believe in data-driven goal-setting. To ensure a sustainable OKRs process, we equip OKRs champions with data and stats.

OKRs Champions guide to approval workflow: How to track approval progress

The Approval Workflow feature allows for a better and more transparent OKR setting process.

How to enable the Approval Workflow feature for your Quantive account

Learn how to activate a workflow, send OKRs through it, and view reports

Approval workflow

Learn how to increase the minimum number of OKR reviewers from one to two

Change the minimum number of OKRs reviewers

OKRs approval workflow

Learn how to link key results, so that one key result contributes to the progress of another

Cascade down key results

Learn how to disconnect a key result from a parent one to stop one key result from contributing to another

Unlink a key result from a parent one

Cascading KR

Use whiteboards to collaborate and communicate your ideas around the OKR process—from drafting and aligning OKRs to retrospectives.

Working with Whiteboards

Whiteboards shortcuts

Learn how to use a drawing tool on your Whiteboards

Using Pen tool on Whiteboards

Enable reactions for a specific board and use them to facilitate meetings or voting ceremonies

Reactions and voting in Whiteboards

Working with Whiteboards Shapes

Adding images to Whiteboards

Create and manage custom Whiteboard templates that only your organization has access to

Custom Whiteboard templates

Learn how to use the Plans in Quantive to collaborate, analyze, and create actionable plans.

Creating Plans

Whiteboards

Setting a personal photo in Quantive helps colleagues quickly identify the OKRs you work on or comments you post. Here's how to change it.

Changing your photo

Use this article to learn how to change or reset your password.

Change or reset your password

Learn how to find objectives in the objectives grid, using filtering, sorting, and searching

Filter and sort objectives

Learn how to review an archived session, its OKRs, and statistics

Access archived OKRs sessions

Working with a list of objectives is a lot more enjoyable with the easy filtering and sorting options that Quantive provides.

Sorting the objectives list

Learn how to check the list of tags that are already created

View all created tags

Dashboard Workflows

Learn how to create custom reports to filter specific objectives, key results, and tasks

Use Reports (formerly Lists)

Showcase progress, highlight the biggest achievements and see how a team is doing on their OKR journey with team profiles

Team Profiles

Showcase your progress, highlight your biggest achievements, and see how you’re doing on your OKR journey with employee profiles

Employee Profiles

Learn how to get a high-level overview of your OKRs performance using the Performance report

Performance report

Learn how effectively your organization is at running the OKRs process using the Process report

Process report

Learn how to use components to build the presentation of your insights

Quantive Results insight components

Reports

Learn how to use the OKR progress to automate your process

Create automation based on OKRs progress

Learn how to create automations to scale your OKR process and increate productivity

Create Automations

Learn how to set up automations using the examples in this article

Example: Automations

Learn how to use automation to post Slack notification

Send Slack notifications using an automation

Learn how to base your automation on custom fields

Create automation based on custom fields

Automation

Learn how to install predefined OKRs from the Quantive Marketplace

Install OKRs from the Quantive Marketplace

Learn how to install predefined insights from the Quantive Marketplace

Install insights from the Quantive Marketplace

Marketplace

Quantive (formerly Gtmhub)

Find answers and get help from Intercom Support and Community Experts

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