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.

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

Step 1:

Go to Settings → OKR→ 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.

In the Palette section, you can add the attributes.

Click the attribute and move it to the section.

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

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

Step 3:

The same process is done for the Key Results.

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

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

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.

While creating Key results using the Step by step guide.

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