How can I create an OKR template?
Category: OKRs
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, and set the category and the Objective name.
Step 2
Select the Key Results best suited for your Objective and click on Next.
Your created key result will appear and finally, click on Create.
Step 3
The newly created template can be added while creating Objectives using the Step-by-Step Guide method.
Related Answer Post
To learn more about moving key results from one of your OKRs, click here.
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