How can I create an OKR template?

Profit.co provides you an easy way to create an OKR template.

Why this feature?

• OKR Templates allow users to select an OKR that closely matches their objectives quickly. 
• They can use the key results in- the objective as it is or edit it to suit their goals. 

Note: You need to be a Super User to create a template.

Step 1

Navigate to Settings → OKRs → Authoring → Templates. Click on the + Create Template icon to create a new template.

Enter the Template name, category, and Objective name. and Click on the Add Key Result.

Step 2

Select the Key Results best suited for your Objective and set the Target value accordingly. Click on Add.

Your created key result will appear and finally, click on Create.

Step 3

Select the created template while creating Objectives using the Step-by-Step Guide method from the Create from Template.

Related Answer Post

To learn more about moving key results from one of your OKRs, click here.