How to add/create a Workspace/Board under an OKR ?

Category: Tasks

Profit.co provides an option to add a new Key result by clicking on “Add Workspace/Board” which shows the default and created board and workspace present in Tasks, for creating a Task tracked KR. Also, there will be a pop-up to create a new Workspace/Board through this process.

Why this Feature?

While creating Task tracked Key Result you don’t need to go to the Task Management module to create a new Workspace/Board.

Step 1:

While creating a new Key result you’ll be getting an option named “Add Workspace/Board” which will show the existing workspaces and boards in Task management.

add-workspace/board

Also you will be getting a + icon to create a new Board and Workspace.

Step 2:

For instance, let's create a Workspace named Information Technology.

information-technology

Note: While creating the new Workspace a default Board will be created automatically.

Let’s create a new Board named Patch Management.

patch-management

Step 3:

While creating a new Key Result the newly created Board and Workspace will also get reflected.

new-key-result

The key result will be created with the Workspace and Board.

workspace-and-board

Also, the new Workspace and Board will be reflected on the left navigation menu.

reflected-workspace-and-board

Related Answer Post,

To learn more about the process of creating Task Tracked key results, click here.

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