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A step-by-step beginner’s guide for using Profit’s OKR Management and Tasks.
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 moreKey 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 moreWhen 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 moreYou 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 moreYour 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 moreCheck-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 moreTask 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 moreOKR 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 moreAwards 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 moreOKR 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 moreHashtagged 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 moreWatching 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 moreOKR 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 moreConversations 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 moreReflect/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 moreAnyone 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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