Working with confidential or sensitive information within Gtmhub could be handled in two ways. One is through setting custom permissions to a dedicated OKR session, which allows you to select who within your organisation can access a given session and/or can contribute to it.
But sometimes the sensitive information needs to live in a session where everyone within your organisation has access to.
Gtmhub supports this with Private OKRs functionality.
What is a private OKR?
Many times, individuals wish to set private OKRs. Sometimes, these objectives are set privately between a person and their supervisor.
For various reasons, it may be impractical to have such private objectives visible to everyone. For example, these could be personal development objectives such as “Get along better with colleagues” or “Improve writing skills”.
Private OKRs allow you to create and align OKRs with restricted rights. A private OKR is visible for the objective owner and his/hers managers.
Note: Avoid assigning KRs to other team mates for a private OKR, as they won't be able to see the objective as long as it's marked as private.
How to create a private OKR?
From OKRs > Objectives or Alignment choose Add new objective button.
Fill the form to create the objective and tick Make this objective private in Privacy section as shown below:
This option can be changed if needed via Edit objective and ticking/unticking Make this objective private:
Visibility of a private OKR
A private OKR details are visible to both the objective owner and his/hers managers.
It's easy to spot in the objectives list view (OKRs > Objectives) and in Alignment view (OKRs > Alignment):
Private OKR owner - Objectives list (grid) view
Private OKR owner - Alignment view
For the rest of the organisation, the private OKR appears with restricted access - users would see where it fits in the session tree or nested view but won't be able to get information on the objective attributes such as objective name, key results, owner.
The private OKR won't appear in objectives list view, only in Alignment view:
All private OKRs contribute towards session progress. If tagged they'll be highlighted in Alignment view and progress on private OKRs will be calculated in Pulse and Statistics, but they will still remain with restricted access.