Steps after upgrading to OKRify 2.0
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
Update Status field picklist values in Period Object
From OKRify 2.117, OKRify provides the ability to add OKRs for Strategic Period. Strategic period requires new Status types to be added in the picklist values for the Status field in Period Object. .
Please add the following picklist values to Status field in Period Object
- Current Str Period
- Future Str Period
- Closed Str Period
Steps to update picklist values
1.Go to Setup -> Object Manger
2.Search for Period and Click the Period Object
3.Click Fields & Relationships in Period Object
4.Click Status field
5.Scroll down to Values area and click New
6. Enter the following fields
- Current Str Period
- Closed Str Period
- Future Str Period
7.Click Save