Board Types
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
Four broad types available for your selection
- Self: This type of board is suitable for managing your personal tasks. Personal board also allows to add members and allows assigning tasks to the members.
- Employee: This is perfect for managers looking to assign a variety of tasks to employees, such as enablement plans, development plans, training tasks, or onboarding responsibilities. The board allows all tasks to be efficiently assigned to the respective employee. Along with templates creating board for each employee for their tasks can be done in minutes.
- Team: Team Board is designed for seamless collaboration within your team. The team manager is the board owner, and team members are designated as board members. You have the flexibility to include additional owners and members from other teams as needed. This approach is well-suited for efficiently managing projects or organizing work within your team.
- Coaching: This type of board is designed for facilitating coaching sessions. You can create coaching sessions with this board type, where you choose the category of the coaching and add coaches and participants to the session. It provides a structured environment for organizing coaching activities, tracking progress, and facilitating communication between coaches and participants.