User Preferences
HUB
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
Board with OKRs
Create OKR from Template
Update Key Result
Hierarchy & Heatmap
KPI
Scorecard
Contest
Recognition
Boards
Funnel
Others
- OKR Reports
- OKRify Dashboards
- Create Teams and Team Members
- Create Periods
- Settings
- Setup Email Notification
- Update Email Template – Key Result Overdue Notifications
- Create New Salesforce Report
- Create new Salesforce Dashboard
- How to search for Tags
- View risk and progress for Objectives and Key Results
- Notifications for Overdue Key Results
- OKR Buttons for Related Objects
- Add an Object as a custom field on OKR
User preferences features offer greater flexibility and control over how you view and track your goals and progress in OKRify. We believe that these updates will help you stay informed and engaged in achieving your objectives and key results.
User Preferences can be set in Hub by clicking the Filter Icon.
Please follow the below steps to set your user preferences.
1. In the top right corner of the hub, click on the "Filter" icon.
2. A popup window will appear with different options. Click on the "User Preferences" option located in the right tab.
3. In the User Preferences window, you can find the following options:
- Default Team: Choose your default team.
- My OKR Grouping: Group your objectives by team or period, or choose no grouping.
- Reportees Grouping: Group Reportees objectives by owner or period or team.
- Team Grouping: Group team objectives by owner or period, or choose no grouping.
- My OKR Window: Set your preferred view for OKRs, KPIs, or Scorecards.
- Team Window: Set your preferred view for team OKRs or KPIs.
- KR Notification Email: Enable or disable KR notification email option.
- Future OKRs: Enable or disable the option to view future objectives in the hub.