How does the KR Clone feature work in Profit.co?
Category: OKRs
Profit.co offers the option to clone Key Results (KRs), enabling you to efficiently reuse existing KRs, saving time and ensuring consistency in goal-setting. You can choose to clone only the KR or copy it along with its associated tasks, depending on your specific requirements.
Why this feature?
- The cloning feature allows you to quickly duplicate existing KRs without starting from scratch.
- You can choose to clone just the Key Result or include associated tasks, providing flexibility to streamline goal replication. This allows you to reuse relevant goals and tasks, saving time and ensuring focus on key objectives without unnecessary duplication.
- By reusing well-defined KRs, you can ensure consistency in goal-setting across departments or teams, reducing the chances of errors and enhancing alignment with organizational objectives.
Note:
- The cloned KR will not carry over the progress of the original KR.
- You can clone KRs that are aligned using Bottom-Up Alignment; however, the cloned KR will not retain the original alignment.
- If a KR is assigned as a sub-KR through Top-Down Alignment, both you and the assigned owner have the ability to clone the KR.
- When assigning a KR across departments, it will appear on both OKR pages, but only the assigner can clone it, as the assigned user is restricted from cloning it due to cross-departmental access limitations. If the assigned user has access to that particular department (as a member or champion), they will have the ability to clone it.
- When cloning a Key Result with its associated tasks, only the Key Result itself is duplicated; the associated tasks are not duplicated but shared between the original and the cloned Key Result. If a task is deleted from either the original Key Result or the cloned Key Result, it will be removed from both since they share the same task.
Step 1
Navigate to the All OKRs page, and Select the Key Result you wish to Clone. Click on the More icon and select Clone.
Step 2
After selecting the Clone option, if you wish to duplicate KR alone, Select Only KR from the side panel.
A pop-up tab will appear to notify the OKR Cloned Successfully.
Step 3
If you wish to duplicate KR with Task, Select KRs with Task from the side panel.
KRs will be cloned along with their tasks and will be displayed on the OKRs List page.
When you attempt to delete a Key Result (KR), a pop-up will appear. To delete the KR along with its tasks, click the "Delete with Tasks" button. If you want to delete only the KR, simply click the "Delete" button.
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