How to create Objectives

View your Objectives and Key Results.

Read this Knowledge Base article about writing good OKRs.

Creating OKRs

To create a new OKR, go to the OKRs homepage and choose the Cycle you want to create an OKR within. Press the "Create new OKR" button.

Choose which Teams will work on the OKR (optional, can be edited in later). Enter a description of the Objective which should be an aspirational outcome usually qualitatively phrased but could be enhanced with a specific metric or datapoint you're aiming for.

If you want this Objective to align to a parent Objective, choose that from the "Parent Objective" dropdown. This will create a hierarchical relationship between the two Objectives and allow progress from this Objective to contribute to the parent Objective's progress if desired. Learn more about alignment.

Lastly, choose a single accountable owner for the Objective. This should be a User in your Workspace who is ultimately responsible for the success of this Objective. Having visible owners shows everyone who to go to if the Objective (or Key Result) is falling behind, or if they have questions.

Next, press "Add a key result" to add your Key Results.

When you're done with your Key Results, press "Create OKR" to save everything.

Editing OKRs

You can edit OKRs at any time. Editing an OKR is about reconfiguring the parameters of the OKR - description, Cycle, KRs etc. Learn more updating Key Results to record progress.

To edit an OKR, go to the OKRs list and click on "Edit" on the side of the OKR you wish to change.

The edit screen is much like the screen for creating OKRs, and allows you to change all aspects of the OKR's definition.

Changing the type of any Key Results may change the current value of that Key Result. For example if you've got a Delivery Key Result with dates in, and you change it to a Milestone Key Result that is a binary flag, the dates will be wiped from the Key Result, although the history of any updates to the current value is unaffected by this change.