How do I create a team objective instantly?
Profit allows user to create objective using:
- Quick Create (instantly).
- Step-by-step guide.
- Using Form
To create a team objective, you must be associated with the team. Refer to this guide to create new teams in Profit.
Notes: You must be a member of the team to create team objectives.
Let’s say, you are a part of the sales team and want to create an OKR for the team using Quick Create.
Login to your profit account.
From the left navigation panel, select OKRs → My Teams’ OKRs → Sales.
You will be directed to the My Teams’ OKRs page.
Click on the Create OKR button and select Quick Create from the dropdown.
Add a new Objective field will appear below the status and target date filter.
Let’s say you are creating an objective - Increase Recurring Revenue and your target to accomplish it is by Q3-2020.
- Enter the objective name Increase Recurring Revenue in the Add a new Objective field.
- Press Enter.
Your objective - Increase Recurring Revenue is created.
Click the caret icon next to the target period. A calendar widget will pop.
Select the period Q3-2020.
Your target period is set.
You can align this team objective to a higher-level objective. (This step is optional.)