Upgrade Only
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
Manual steps required after upgrade based on your current OKRify version,
Upgrading from any OKRify 1 version to OKRify 2.0 or higher
(Required only if you are upgrading from OKRify 1)
Upgrading from any version to OKRify 2.9 or higher
(Required only if you are upgrading from OKRify 2.9 or less)