How to create Customize OKR periods under settings in Profit.co?
Category: OKRs
- Profit.co provides an option to create custom OKR Periods or Performance Review Cycle for setting OKRs and initiating Performance Review.
Why this Feature?
You can now establish a custom OKR period or performance review cycle with a name and a duration of your preference. These custom periods will be accessible in the filter menu when configuring OKRs or initiating performance reviews.
Note: Only the Super User is allowed to create the OKR period or performance review cycle.
Step 1
Navigate to Settings → General → Periods.
Step 2
On the Periods page, click on the Add Custom Period button.
Select the Custom tab. Now add a Period Name, Year, Start Date, and End Date, and click on the Add button.
Step 3
You can create a new OKR with the new time period.
Now when you select a particular OKR period, the custom-created period will be available in the filter menu.
Step 4
Also, when you initiate a performance review, the custom period will be available.
Related Answer Posts
- To learn more about creating an Objective using form click here.
- To learn more about creating Key results using form click here.
- To learn more about what is the use of the "OKRs list view" option on the OKRs settings page in Profit.co click here.
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