Create/View Tasks for Objectives and Key Results

OKRify provides the ability to create tasks for an Objective or a Key Result. Tasks can be created by Owner or Co-Owner for an Objective and KR-Owner or KR-Contributor for Key Results. Everyone can view the tasks but cannot edit. Tasks are standard Salesforce tasks and can be viewed in task tabs also. Tasks do not affect the progress of an Objective or a Key Result.

To create a task click + and enter the following field

  • Subject
  • Due Date
  • Priority
  • Assigned to
  • Status
  • Comments

Click save to save the task. Owner of the task can update the task directly from the Hub or through the standard Salesforce Task tab.