How to Restrict the visibility of Strategic Data in Create/Edit OKRs based on OKR Category
Category: OKRs
Profit.co allows you to restrict the visibility of the strategic data fields in the create/edit OKR page by selecting the OKR Category as LEGAL MANDATE.
Why this feature?
- Earlier, When you choose the OKR Category as Strategic Initiative/Legal Mandate, Profit.co allows you to create new strategic objectives with required fields like Initiative name, Waves and Milestone, etc. Now when you select the OKR category as "Legal Mandate", the Strategic fields like "Initiative name, waves, Milestone" will not be visible in the "Objective Edit Page".
- Simplify objectives for legal mandates, streamlining focus and compliance tracking, enhancing efficiency and clarity.
Step 1
Navigate to OKRs → All OKRs in the left navigation panel.
Step 2
In the All OKRs page, click on the + Create Objective button, you will be shown three options, in that select the Step By Step Guide option.
Step 3
Now type the name of the objective. Choose the Legal Mandate option in the OKR Category.
Now, the strategic fields like Wave, Initiative Name, and Milestone will not appear on the create OKR Page.
But if the user selects the OKR Category as Strategic Initiatives then the above-mentioned strategic fields will be shown in the Create/Edit panel of the objective.
Related Answer Post
To know more about how to Implement a Strategy with OKR, click here.
Related Questions
-
How do I view the links between departments?
Profit.co provides you an option to view the department hierarchy and links between them. Why this feature? This ...Read more
-
How do I view the list of contributors to any department's objectives?
Profit.co allows you to view all the key results and show who owns those key results for every department. You can see ...Read more
-
How do I view the progress and analytical dashboard of the entire organization?
Profit.co provides you an option to view the complete progress of the OKRs at the organization level. Why this ...Read more
-
How to create a Key Result via Quick Create?
Profit.co provides an option to create key results using the Quick Create option. Why this feature? By using the Quick ...Read more
Execute your strategy with the industry’s most preferred and intuitive software
30 Days Free Trial