Hub 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
With the hub defaults setting, you can customize how you view the MY OKR and Company/Team tab.
- My OKR Side Window
This settings sets the default tab in the hub for My OKR. Default tab can be OKR, KPI or Scorecard. Contest will be available soon. - Progress for Objective without KR
Select an option for displaying OKRs of Objective without KR type in MY OKR and Reportees summary (Side window) - Name for the Objective without KR
If Option separate is selected for the above configuration, then provide a name for Objevtive without KR to display in the Summary - Enable or disable the following in MY OKR tab
- Overall team progress - Overall progress for the team
- Charts - Disable donuts charts for Objective risk, KR risk, etc.
- Team Managers/Members - Team Manager and member details
- Parent/Child Team details - Parent and child team details
- Team Side Window
This settings sets the default tab in the hub for Team and Company tabs. Default tab can be OKR or KPI. - Enable or disable the following in MY OKR tab
- Overview & Progress
- Charts - Disable donuts charts for Objective risk, KR risk, etc.
- Show future periods OKRs - Will automatically add OKRs from future periods to My OKR if there are no saved filters