How to set conditional attributes for OKR check-in Reviews?
Profit. co provides an option to set conditional attributes while updating the check-in value, check-in status,, and the check-in comment in an OKR.
Why this Feature?
- This feature enhances transparency, enabling a clearer understanding of changes made and ensuring informed and trackable decisions.
- Setting conditional attributes helps track reasons for changes during check-ins.
Note: Only Super Users can set custom attributes for OKR check-in reviews.
Go to Settings → OKRs → Authoring → Reviews.
Click on the Master Layout for Check-In Review.
Under the Check-In Review column, add a new Text attribute.
For instance, let’s set a conditional attribute if we’re changing the check-in status to "At Risk."
After dragging the Text attribute inside the column, set the input name and enable the visibility toggle named Conditional.
While setting the criteria, add a new condition where the check-in status is equal to "At Risk" and click Update.
Let’s enable the Mandatory toggle.
Finally, click Save.
While you check in key results and set the status as "At Risk," you'll be prompted with a mandatory input option to add the reason for changing the status to "At Risk."
If you don’t add a comment for the input, you'll receive an alert message, and the check-in can't be completed.
Related Answer Posts
To learn the process of adding comments in OKR Reviews click here.
To learn the process of deleting an OKR Review click here.
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