Create Link KR Key Result
HUB
OKR
- Create OKR
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- 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
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- Create KPI Key Result
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- Edit/View OKR
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- Clone OKR
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- Close OKR & Add Review Score
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Board with OKRs
Create OKR from Template
Update Key Result
Hierarchy & Heatmap
KPI
Scorecard
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- OKR Reports
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- 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
Link KR Key Result can be used when Key Result from one OKR needs to be referenced in another OKR. All the details from the original Key Result including Key Result Name will be automatically updated in the new Key Result and the progress will be automatically updated based on the original Key Result.
Key Result Referencing Other Key Result
To create a Link KR, follow the steps provided in the create OKR to enter objective fields, and for the Key Result follow the below steps
1.Select Unit as Link KR
2.Click the icon and search for the Key Result you want to reference. (Search needs at least 3 characters to show results)
3.Select the required Key Results, all fields from the original Key Result will be added in the new Key Result
4.Enter the required weight for the Key Result
Add more Key Results if required and Save or Save & Activate the OKR. Progress for link KR is automatically updated through a batch program based on the progress of the referenced Key Result.