What is an objective?
OKR stands for Objectives and Key Results. It is a method of defining and tracking objectives and their outcomes. You can mark progress and receive reminders when completion is due.
Create an Objective
To create an objective, you press the button ‘create objectives’, therefore you can see three types: personal, team and organization. Depending on the type of objective you want to set and the kind of user that you are. If you haven’t set any general restrictions on the visibility, the different possibilities on visibility level are ‘visible for everyone’, ‘visible for you and your team’, ‘visible for you and your team leaders’ and ‘visible for only you’.
To end an objective, go to the three dots in the right corner. Here you have different ways on ending an objective.
The first option allows you to hide the alignment view: users will not be able to see the view with personal, team and organizational lists on the objectives overview page.
The second option lets you configure the key results progress types. You can enable/disable one or all of them and set the default type.
The third option is to enable or disable objective scoring. When this setting is enabled, users will be asked to score their completion after finishing an objective. The options are 'not completed', 'completed', 'overachieved'.
The last two options let you handle team objectives. You can link personal objectives to teams and have team members manage team objectives.
In the visibility tab you can set the visibility levels for personal and team objectives. Objectives are always visible for the person they apply to. In these settings you can set the visibility by default.
In the categories tab, you can set different objective categories from the division 'personal, team and organization'. You can add your own categories that makes sense to your company (e.g. career skills, personal development,..). You can make as many categories as you like!
Watch the video for more information!