Create/View Tasks for Objectives and Key Results
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
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.