Manage OKRs in bulk

Learn how to manage OKRs at scale. Assign, tag, or delete objectives and key results

Neli Ivanova avatar
Written by Neli Ivanova
Updated over a week ago

Overview

Managing OKRs at bulk simplifies the organization of the OKR process.


Access bulk operations

Perform the following:

  1. In the navigation pain, under OKRs, click All sessions.

  2. Click the session whose OKRs you want to manage.

  3. In the toolbar, Expand the actions menu.

You can perform the following bulk operations:


Assign

The list of employees and teams appears on the right.

  1. To assign an owner to an objective or a key result, drag the names from the list and drop them over the respective objective or key result.

  2. When finished, click Close.


Tagging

The bulk tagging manager for objectives and key results appears to the right.

  1. To assign a tag to an objective or key result, drag the tag from the list of avialble tags and drop it over the respective objective or key result.



    NOTE: You can add a new tag, by clicking Add new tag, entering the name of the tag and pressing ENTER.

  2. When finished, click Close bulk tagging.


Delete

A Delete button appears in front of each objective and behind each key result.

  1. To delete an objective or a key result, click its Delete button.


    IMPORTANT: This action cannot be undone. Deleting an objective deletes it and its key results permanently.

  2. When finished, in the toolbar, click Done.


Rearrange columns

The list of columns in the OKR grid appears on the right.

  1. Use drag-and-drop to rearrange the columns.
    The columns in the grid are rearranged instantly.

  2. Navigate back to the OKR grid.

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