Default Settings
Onboarding Guide
- Prerequisite before installing
- Installation
- Load Defaults
- Assign License
- Permission Set Assignment
- Enable Topics
- Setup Teams and Team Members
- Setup Periods
- General Settings
- Hub Default Settings
- Risk Colour Settings
- Default Settings
- Custom Fields
- Sobject/KPI Objects
- OKRify Settings
- Setup Email Notification
- Creating Calendar Event and Updating Meeting
Additional Setup Instructions
Default values can be set for the following fields in Create OKR screen, different default values can be set for Company OKR and Team/Individual OKR. Load defaults will automatically load default values for both Company and Team OKRs.
Below are the possible default values for each field
Period: Current Period, Current FY
Type: Increase, Decrease
Frequency: Daily, Weekly, Monthly, Quarterly
Confidence: 1 to 5