How to create key results for the team objective using a step-by-step guide?

Category: OKRs

To create Key results for a team’s objectives you must be part of the team.

Why this Feature?

As an individual contributor who is new to the product, the Step-by-Step option takes the most amount of time, but it also provides you with a comprehensive guide for creating your objectives and key results. It is also called an educational wizard.

Step 1

From the left navigation panel, Navigate to OKRs → My Departments' OKRs.


Step 2

Create a new key result by clicking on Add a new key result below the objective and select Step-by-Step Guide.

Step 3

Select the key result type you want to create and click Next.

Step 4

Select the KPI you want to track or you can also create one in this step if you are a Super User or a Profit Manager and click Next. Here I am selecting Revenue.

Step 5

In the next step enter the from and target value and choose the Integration connection if you have any for auto-update/progress the key result and click Next.

Step 6

Select the target date when you want the key result to get accomplished and click Next.

Step 7

In the next step Name your Key result with numbers you would like to achieve and write descriptions if you would like to add any additional information and click Next.

Step 8

The next step is to choose the assignee and the cascade approach for the key result. If you would like to assign the key result to anyone in the team or even to other departments you can select here and click Next.

Step 9

The last step is to choose the frequency of the check-in you would like to make. Choose the frequency and click on Complete to create a key result.

Step 10

The key result is created using the Step-by-Step Guide. You can click on the check-in slider and make the progress or if you have added a connection to it the key result will be progressed automatically.

Related Blog Post

To learn more about how to create a team objective,  click here.

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