AI Templates
HUB
OKR
- Create OKR
- OKR without KR
- Create Milestone Key Result
- Create Sobject Key Result
- Sample Sobject
- Sample KPI Filters
- Create Split Target for Key Results
- Create Linked OKR Key Result
- Create Link KR Key Result
- Team Access Only OKRs
- Private OKRs
- Strategic Pillar
- Create KPI Key Result
- Create Report Key Result
- Edit/View OKR
- Add Contributors for Key Results
- Clone OKR
- Clone Key Result
- Close OKR & Add Review Score
- Pause and Unpause OKR
- Save OKR as a Template
- OKR Weights
- Links to OKRs
Board with OKRs
Create OKR from Template
Update Key Result
Hierarchy & Heatmap
KPI
Scorecard
Contest
Recognition
Boards
Funnel
Others
- OKR Reports
- OKRify Dashboards
- Create Teams and Team Members
- Create Periods
- Settings
- Setup Email Notification
- Update Email Template – Key Result Overdue Notifications
- Create New Salesforce Report
- Create new Salesforce Dashboard
- How to search for Tags
- View risk and progress for Objectives and Key Results
- Notifications for Overdue Key Results
- OKR Buttons for Related Objects
- Add an Object as a custom field on OKR
AI Templates provides the new feature of getting OKR suggestions driven by the revolutionary power of OpenAI – the same cutting-edge technology behind chatGPT
Access “AI Templates” from hub by clicking the “Create OKR from Templates” icon and navigate to the “AI Templates” tab.
In the "AI Templates" tab, you can input a text to prompt the Open AI for OKR suggestions. For example, you can enter text like "Increase sales revenue to record levels" or "Expand to a new market." There's no need to include phrases like "generate OKR" or "suggest OKR" in the text as these prompts to generate OKR suggestions are already built in.
After inputting your text, hit the "Submit" button and await the OKR suggestions. Typically, these suggestions include three Key Results. To incorporate any of the suggestions, simply click the "Create OKR" button to seamlessly import the data into the "Create OKR" page.
From there, you can proceed to fill in the remaining details such as weights or modify the OKR as needed, allowing you to craft your very own set of objectives and key results.