How do I create an Objective via Step-by-step guide?
Category: OKRs
Profit.co provides an option to create Objectives by using the Step-By-Step Guide.
Why this feature?
- The Step-By-Step Guide helps you to create your objective clearly with its detailed steps and functionality.
- Clear objectives and detailed steps enhance efficiency, focus, and productivity, ensuring successful project execution and goal attainment.
For instance, let’s create an Objective for a customer success Department.
Step 1
In the OKRs page click on the + Create Objective button to create a new Objective and select the option Step-By-Step Guide.
In the first step, you can set,
- Name for your Objective
- Associate Tags with your Objectives
- Choose the Initiative
- Select Objective examples or set them from a predefined template
Step 2
In the second step, you can 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.
You can Set Visibility for your Objective by selecting Public, Department, or Access list [with other Departments, Teams, and employees].
Next, you can set the Owner of the objective by clicking on the + icon.
As a final step, you can Align your 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.
Step 3
The newly created Objective will be displayed on the OKRs page.
Related Answer Post
To learn the process of creating key result using step-by-step guide, click here.
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