How to create team objectives using forms?

Category: OKRs

Profit allows you to create team objectives in 3 different ways.

Let’s say, you are a part of the sales team and want to create an OKR for the team with the Using Form option.

Step 1:

Login to your profit account.

From the left navigation, select OKRs → Product.

You will be directed to My Teams' OKRs: Product page.

Step 2:

In the My Teams’ OKRs: Product page.

Click on the Create OKR button and select Using Form from the dropdown.

You will be directed to Create OKR form.

Let’s say you are creating an objective - Increase Recurring Revenue and your target to accomplish it is by Q3-2020.

In the Create OKR form,

  • Enter Increasing Recurring Revenue in the Type your objective field.
  • Click the caret icon in the Target Date and select Q1- 2020 in the calendar widget.
  • Provide more details about your objective in the Additional Context field(optional).
  • To align your objective, click Align next to the .
    • In the popup Which OKRs do you want to align with? click Saaszilla Corporation Ltd OKRs. tab and locate the objective Grow Revenue.
    • Click the Align iconto align your team objective with this objective.

  • Click Update to align.
  • Click Create to complete creating the objective.

The Objective - Increase Recurring Revenue is created. You can view the created OKR in the Active OKRs list.

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