MY Templates
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
"My Templates" section grants you access to the OKR templates that you and your colleagues have saved.
To access "My Templates," simply click on the "Create from Template" icon located in the Hub and go to the “My Templates” tab.
Within the "My Templates" tab, you can search for specific OKR templates using keywords or by team categories. Creating an OKR from a template is a straightforward process: click the "Create OKR" button to seamlessly import all the information onto the OKR creation page.