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OKR End User Guide
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...
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How 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...
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How 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...
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How 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...
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How 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...
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How 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...
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How 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...
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I 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...
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How 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...
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What is my Profit score?
OKR Score Profit has a customizable scoring system for all users that evaluates their performance in four areas: reporting promptness,...
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How 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...
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How 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...
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What are OKR Reviews?
OKR Reviews OKR reviews are an additional way to check-in on your OKR progress. In Profit, you have the option...
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How 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...
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How 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...
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How 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...
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