OKR End User Guide

A step-by-step beginner’s guide for using Profit’s OKR Management and Tasks.

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Category: Planning

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...

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Category: Planning

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 of reaching your objective. Key...

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Category: Planning

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 to those goals. You can...

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Category: Planning

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 increase your number of clients...

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Category: Planning

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 using words like “Aspirational” or...

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Category: Execution

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 achieving your key results. How...

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Category: Execution

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 myself and my organization? How...

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Category: Execution

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 completed most or all of...

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Category: Engagement

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 do I view awards given...

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Category: Engagement

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, individual achievement, team achievement, and...

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Category: Engagement

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 person in your organization uses...

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Category: Engagement

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 can watch any OKR that...

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Category: Engagement

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 to create general OKR reviews...

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Category: Learning

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 reviews, and reflections/resets. A superuser...

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Category: Moving Forward

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 can be enabled or disabled...

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Category: Engagement

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 so, Go to Home→ News...

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