How do I create an Objective via Step-by-step guide?

Category: OKRs 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.

On the OKRs page click on the  icon to create a new Objective and select the option Step-By-Step Guide.

In the first step, you can set,

  • Name for your Objective
  • OKR Category 
  • Associate Tags with your Objectives
  • Select Objective examples or set it from a predefined template

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. 

In the third step, you can Set Visibility for your Objective by selecting Public, Departments, 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 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. 

The newly created Objective will be displayed on the OKRs page. 

Related Blog Post

To learn the process of creating key results using a step-by-step guide, click here.

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