How to add a new field on the OKR creation page and make it mandatory?

Category: OKRs

Profit.co provides an option to add new fields in the Objectives and Key Results creation page.

Why this feature?

By adding additional fields to the creation page, you can add more information related to the Objectives and Key Results which will be helpful for your reference in the future. 

Step 1

Navigate to Settings → OKRs → Master Layout.

Note: Only Super Users can add new fields to the OKR creation page.

Step 2

Add the attributes in the column. Enable the conditional toggle under the Visibility option and click Save.

Similarly, to add new fields in the Key Result creation page navigate to Settings → OKRs → Master Layout → Key Results.  

Step 3

While creating the OKRs using the form or step-by-step guide you will be getting the new field.

Related Blog Post

To learn the process of creating key results using the form, click here.

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

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