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 creation page of Objectives and Key Results.

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. 
  • Enhanced tracking, analysis, and alignment of objectives, fostering better decision-making and progress evaluation for improved organizational performance.

Step 1

Navigate to Settings → OKRs → Authoring → Objectives → Master Layout.

Step 2

On the Master Layout: Objectives page, Add the attributes in the column. Enable the conditional toggle under the Visibility option and click Save.

Note: Search attribute, when added to the master layout, allows for the convenient selection of employees, departments, or teams, with the added flexibility of choosing between single or multi-select options.


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

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.

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