How to Share OKRs to other employees?

Category: OKRs provides an option to share the OKRs with other employees within the organization.

Why this Feature?

  • This helps the employees understand the status of other employees' OKRs in the organization.
  • Users can share the OKRs through a link with other employees.

Note: Only Super Users have the access to enable the toggle for sharing the OKRs. 

Step 1

Navigate to Settings → General → Modules from the left navigation panel. In the Modules page, click on Customize for OKR Management.

Step 2

In the Customize: OKR Management panel, enable the toggle for Shared OKRs and click Done.

Step 3

Navigate to All my OKRs page. Select the OKR which you want to share, click on the Ellipsis  icon and select Share.

From the User Search and Select pop up panel, select the employees with whom you want to share the OKR and click Update.

Step 4

Navigate to OKRs → Shared OKRs from the left navigation menu. Users can view all the shared OKRs in the Shared OKRs page.

Note: You can also export your data by clicking on the Export   icon in the right corner.

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To learn more about how to share goals with other users, click here.

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