Edit/View OKR
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
- AI Templates
- My Templates
- OKR Templates
- OKRify Templates
- Number/Percent – Update Key Result Progress
- Milestone – Update Key Result Progress
- Sobject/KPI/Report/Linked OKR Key Result – Update Progress
- Split Target Update Key Result Progress
- Check Key Result Error Logs
- Create Board for OKRs
- Create Task Bases OKR
An OKR can be edited or viewed directly from Hub, click Open on any OKR in the hub to edit or view an OKR. OKR can be edited by the OKR Owner, users with edit access for the team, and users with permission to edit all OKRs, other users can view the OKR.
Once progress is updated for a Key Result, UOM for the Key Result cannot be changed. Other details in the Key Result can be changed but changing values in a Key Result for which progress is updated can affect the current progress.
A new Key Result can be added an existing OKR, Key Results can also be deleted both would require adjustment of the weights assigned to the Key Results.
Click Save & Activate to save OKRs in Active status. Click Save if an OKR is draft status and wants to save the changes in Draft status. OKR can also be paused or closed. When closing OKR, we highly recommend to enter the OKR score and closing notes.