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 Settings and actions.

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 bulk assigning.

Tagging

The list of tags appears on the right.

  1. To assign a tag to an objective, drag the tag from the list and drop it over the respective objective.

    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 grit are rearranged instantly.
  2. Navigate back to the OKR grid.
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