How do I create a team Objective using step by step guide?

Category: OKRs

Profit allows users to create objectives using the Step by Step Guide.

Why this feature?

  • Objectives provide a clear understanding of what needs to be achieved, and they help to define the outcomes and goals that you want to accomplish.
  • This feature provides an option for users to create Team Objectives using the Step by Step option.

Note: You must be a member of the team to create team objectives.

Step 1

Navigate to the OKR → My Team OKRs from the left navigation panel. Click on the + icon to Create Objective and select Step By Step Guide from the dropdown.

Follow the below steps to create your Objective using the Step by Step method:

  • In the first step set a name for your Objective, set the OKR Category, Associate Tags with your Objectives, select Objective examples or set it from a predefined template.
  • In the second step set Target Dates for the Objectives as Quarterly, Yearly, or custom range basis. Also, you can set a custom range or newly generated period for the Objective.
  • In the third step, you can Set Visibility for your Objective by selecting Public, Team, or Access List [with other Departments, Teams & Employees].
  • In the fourth step, you can change the Default Owner for the Objective. 
  • As a final step, you can Align your Team Objective to any other OKRs based on the organizational needs. After aligning the objective, click on Complete.

Note: If you click on the Objective checkbox it will be aligned as a Key Result. If you click on the Key Result checkbox it will be aligned as a Sub-Key Result.


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