How to add additional information while creating Objectives and Key Results?

Category: OKRs

Profit.co provides an option to add additional information while creating Objectives and Key Results.

Why this Feature ?

By adding an additional information tab using the master layout, you can add more notes related to the Objectives and Key Results which will be useful for your reference in the future.

FYI: Only SuperUsers will be able to add additional information while creating Objectives and Key Results

Step 1:

Go to Settings → OKR→ Master Layout.

Master Layout

You can add additional information for Objective & Key Result separately.

Step 2:

For instance, let’s edit the layout for Objectives.

By default, one column named Additional Information will be present. By selecting that you can edit the name in the Inspector tab.

Inspector tab

In the Palette section, you can add the attributes.

attributes

Click the attribute and move it to the section.

save

Edit the name in the Inspector tab and finally click Save.

While creating a new Objective using Form the additional information will be reflected.

information

Step 3:

The same process is done for the Key Results.

Standard behaviour

By adding the attributes present in the Palette section, click Save.

save

While creating a new Objective using Form the additional information will be reflected.

Key Result Information

Note: We can add additional information in Objective & Key Results only in two ways.

  • Using Form.
  • Step by Step guide.

While creating an Objective using the Step by step guide.

Additional Information

While creating Key results using the Step by step guide.

Add Key Result

Also, Do you know how to create a Key Result via Quick Create? If not please, click here.

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