How to View the Notes in an Aligned OKR in Profit.co?

In Profit.co, you can view the notes added at the child level of an aligned OKR by clicking the Notes icon of the bottom-up aligned key result.

What are notes in an aligned OKR in Profit.co?

Notes in an aligned OKR are the additional information added to a key result that you can view at both the parent and child level. Notes are visible at both levels unless you set them as Private.

Why should I view the notes in an aligned OKR in Profit.co?

Viewing the notes in an aligned OKR lets you see the additional information added at the child level from the parent level.

• View the notes that were added in an aligned OKR.
• Make additional information visible to both parent and child level OKRs.

How to view the notes in an aligned OKR in Profit.co?

Follow these steps to view the notes in an aligned OKR in Profit.co. This example uses the Marketing and Product Development departments.

Step 1

• The department head adds a note to the Marketing Key Result.

• The Marketing department OKR aligns its Objective to the Product Development department’s Objective.

• Click the Notes icon on the bottom-up aligned key result.

Outcome: The notes added in the child-level OKR appear for you to view.

Best practices for viewing notes in aligned OKRs in Profit.co

• Keep a note out of Private when both parent and child level OKR owners need the information.
• Set a note as Private only when you do not want it visible at the parent and child levels.
• Add notes to the child-level key result, such as the Marketing Key Result, so the parent OKR can view them.
• Click the Notes icon on the bottom-up aligned key result whenever you review the parent OKR for child-level context.

Related Questions

• Click here to learn more about creating notes for a key result

Frequently Asked Questions