Create OKR from Template
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
- 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
- Create OKR from Template
- OKR Weights
- Links to OKRs
Update Key Result
Hierarchy & Heatmap
KPI
Scorecard
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
OKRify provides the ability to create OKR from templates. A OKR can be saved as a template and can be used to create new OKRs fast and quick.
Create OKR from templates
Follow the steps provided below to create OKR from a template
- Click Create OKR from template icon from Hub
- Search for OKR templates
- Click expand to view Key Results
- Click + to create the new OKR
- Create OKR page is opened with data from OKR template
- Edit the required fields
- and save OKR.
