OKR End User GuideA step-by-step beginner’s guide for using Profit’s OKR Management and Tasks.
A step-by-step beginner’s guide for using Profit’s OKR Management and Tasks.
How do I create an Objective?
In Profit, there are three ways to create an objective: Step-by-Step Guide Quick Create Using Form If you don’t see all of these options available...
Read moreHow do I create Key Results?
Key results are the actionable steps needed to achieve the results that you’d like to see completed in the process of reaching your objective. Key...
Read moreHow do I align with other OKRs?
When you plan your objectives, it is imperative that you know what your management wants to achieve and align yourself to those goals. You can...
Read moreHow do I create dependencies with other Key Results?
You can make your key results dependent on the completion of other key results. For example, you may want to increase your number of clients...
Read moreHow can I use OKR tags to best organize my objectives and key results?
Your objectives in Profit can be organized using a system of tags or labels. Tags can either describe your OKRs using words like “Aspirational” or...
Read moreHow do I check in on a key result?
Check-Ins Key result check-ins are an opportunity for you to track your KR completion and indicate your confidence level in achieving your key results. How...
Read moreHow do I create a task?
Task Management How do I create a recurring task? What is the best way to manage high priority tasks for myself and my organization? How...
Read moreI completed my OKRs before the end of the period–what should I do now? How do I adjust my OKRs?
OKR Execution You may have created an OKR that you were able to complete before your target date. If you’ve completed most or all of...
Read moreHow do I know where I stand vs. my colleagues in awards collected?
Awards and Leaderboard How do I award my peers? How do I view awards given by my team members? How do I view awards given...
Read moreWhat is my Profit score?
OKR Score Profit has a customizable scoring system for all users that evaluates their performance in four areas: reporting promptness, individual achievement, team achievement, and...
Read moreHow do I keep up with other employees/departments in order to engage with them? What are hashtagged conversations?
Hashtagged Conversations In Profit, you can use hashtags to organize your conversations with key words. Any time you or another person in your organization uses...
Read moreHow do I stay on top of OKRs that are of interest to me?
Watching OKRs One way to stay on top of specific OKRs is to use the “Watch” function in Profit. You can watch any OKR that...
Read moreWhat are OKR Reviews?
OKR Reviews OKR reviews are an additional way to check-in on your OKR progress. In Profit, you have the option to create general OKR reviews...
Read moreHow do I indicate that I’ve learned something new about my OKRs?
Conversations and News Feed To indicate that you’ve learned something new, you can use hashtags in your check-in comments, OKR reviews, and reflections/resets. A superuser...
Read moreHow do I enable Reflect/Resets?
Reflect/Resets To enable reflect/resets, navigate from Settings → OKRs → Reflect/Reset. Here you’ll find a list of template questions that can be enabled or disabled...
Read moreHow do I award my peers?
Anyone has the ability to give awards in Profit. To award someone, navigate to your News Feed page. To do so, Go to Home→ News...
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