How do I add Key Results to Corporate OKRs?

To add Key Results to a corporate OKR, the user must be a Corporate Head. Let's see how a corporate head adds Key Result(s), to a Corporate Objective.

Why this Feature?

You can add a key result to a corporate OKR to update the progress.

Step 1:

Go to OKRs and select the name of the corporate OKRs from the left navigation menu.

Step 2:

A list of existing OKRs appears as below. Click on the + icon to enable creating Key Results via

• Quick Create
• Using Form
• Step-by-Step Guide

Let’s use using Form method.

Step 3:

What do you want to do?

There are 6 types of Key Results:

Four actions are for measurables and two actions are for trackable. A measurable is something you can measure using a KPI.

Percentage Tracked

You intend to track progress like completion %.

To learn about creating key results using percentage tracked click here

Milestone Tracked

You are trying to get something done that is not measurable by a KPI. It’s more a series of milestones that you want to track against

To learn about creating key results using Milestone tracked click here.

Task Tracked

You intend to track progress using the count and progress percentage of the completed tasks.

To learn about creating key results using Task tracked click here.

Baseline KPI

You don’t have a clear idea about the value of a KPI and want to establish a baseline.

To learn about creating key results using Baseline KPI click here

Increase KPI

You intend to increase the value of a KPI.

Read more

Decrease KPI

You intend to decrease the value of a KPI

Read more

Control KPI

You intend to maintain the value of this KPI in a certain range

Read more

Step 4:

After selecting the KPI type, get the required KPI for the Key Result by the category.

If the required KPI is not available in the predefined list, click on Create KPI to create a custom KPI.

To learn about the process of creating a new KPI click here.

Note: Custom KPIs can be created by Super Users and Profit Managers only.

Step 5:

Set the initial and final KPI values.

Step 6:

Set the target date for the key result.

To learn more about the process of creating a custom Target Date click here.

Step 7:

Choose the required check-in frequency by clicking on the Select button.

Note: Multiple check-ins can also be selected.

By clicking on it you can set the check-in frequency.

Finally, click on the Create button to create the Key Result.

Related Answer Post

To learn more about the process of creating Key Results using the Step-by-Step guide click here.