OKR Management
OKR (Objectives and Key Results) Management allows you to set organizational objectives and track key results to measure progress toward goals at Company, Team, and Personal levels.
The OKR feature helps organizations align top-level goals with daily execution, measure outcomes with flexible progress tracking, and drive results by linking objectives directly to actionable tasks.
What are OKRs?
Objectives
- High-level goals you want to achieve
- Should be ambitious and inspirational
- Qualitative descriptions of what to accomplish
- Example: "Improve customer satisfaction"
Key Results
- Measurable outcomes that indicate completion
- Specific, quantifiable metrics
- Typically 2-5 key results per objective
- Example: "Achieve NPS score of 50+"
Company OKR
Organization-wide objectives established by the leadership team in alignment with the organization's mission and priorities.
Company OKR dashboard interface
Creating Objectives
Go to OKR List
Navigate to OKR > OKR List
Click Add Objective
Click the "Add Objective" button
Enter Details
Enter objective title and set time period (Quarter/Year)
Assign Owner
Assign objective owner and add description
Save
Click Save to create the objective
Adding Key Results
Key Results make objectives measurable by defining specific outcomes and targets.
Key result creation interface
| Measurement Type | Use Case |
|---|---|
| Percentage (0-100%) | Track completion percentage |
| Numbers (Start → Target) | Track numeric change (e.g., 200 → 500 signups) |
| Binary (Yes/No) | Achieved or Not achieved |
| Based on Child Status | Auto-progress from linked sub-results |
OKR Hierarchy
Create parent-child OKR relationships to cascade goals from company to teams to individuals.
Company OKRs
Top-level organizational objectives
Team OKRs
Department/project-level objectives nested below company
Personal OKRs
Individual objectives at the lowest level
Progress Roll-up
Child progress automatically rolls up to parent objectives
Linking Tasks to OKRs
Connect tasks to key results to auto-update progress when tasks complete and track work contributing to goals.
How to Link Tasks
- Open a key result
- Click "Link Task" or "Add Existing Task"
- Search for tasks to link
- Select tasks and confirm
- Progress updates as tasks are completed
Progress Tracking
Monitor progress toward objectives with color-coded status indicators.
On Track
Progress is meeting expectations
At Risk
Progress may fall short
Behind
Significant intervention needed
Tracking Steps
- View OKR list to see all objectives
- Click on objective to see key results
- Review progress percentages
- Update progress manually if needed
- Add check-in notes
OKR Single View
View complete objective details including all key results, associated tasks, and progress history.
What It Shows
- Objective details and description
- All linked key results
- Associated tasks
- Progress history
- Team members involved
Available Actions
- Edit objective details
- Add/remove key results
- Link/unlink tasks
- Update progress
- Add comments
Best Practices
Writing Good Objectives
- Be ambitious but achievable
- Use action verbs
- Make them inspiring
- Keep them simple
Writing Good Key Results
- Make them measurable
- Set specific targets
- Ensure they're achievable
- Time-bound within the period
OKR Cadence
- Set OKRs quarterly or annually
- Review progress weekly
- Do formal check-ins monthly
- Grade OKRs at period end
Common Mistakes to Avoid
- Too many OKRs (stick to 3-5 objectives)
- Vague key results
- No regular tracking
- Setting easy targets