Prerequisites

Before creating an objective, you or your admin must have created the session where this objective fits. The session must be in status Open.
For more information, see Create sessions.


Procedure

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

  2. Click the session where you want to create an objective.

  3. In the toolbar, click Add new objective.

The Create new objective screen appears.
Fill out the following fields:

Write your objective (required)
In Write your objective, enter a meaningful title for the objective.
For example, enter Improve communication between sales and marketing teams.

Owner (required)
In Owner, select one or more employees who are responsible for the objective, alternatively you can select one or more teams where these employees are already in pre-built groupings.


TO NOTE: The objective is automatically assigned to you.

To change this, click Change > +Select from list.
In the list, select one employee or team.

Alignment (optional)

In Alignment, choose whether you want to align this objective with another objective from this session or from a parent session.

If you create this objective to support a higher-level objective, you can establish relationship between the two objectives.

EXAMPLE: You have decided to improve communication between the sales and marketing teams. If you are creating this objective to support the Increase conversion rates objective, you can align this objective with the Increase conversion rates.

  1. To align the objective with another objective, click + Align this objective with another objective.
    To align an objective with an objective from another session, you must have first aligned the sessions one under the other.
    For more information, see Align sessions and objectives.

  2. If the current session is aligned under another session, click the tab of the session where the objective that you want to align with is located.

  3. In the list of objectives, click the objective that you want to align this objective with.

Set as private (optional)

If you want to make the objective private, select Set as private checkbox.

The objective will be visible only to the assigned owner or owners and the team manager.

Mark your objective as private in case there is a sensitive information that should be available only to you, your manager, and the account administrator.

TO NOTE: If there is more than one owner, they and their manager will also be able to see the objective when set to private.

For more information, see Private OKRs.

When finished, click Create OKR.
The objective is created.


Next steps

You can now proceed to defining key results, tasks, and other parameters of the objective. In doing so you will be guided about the quality of your objective by the OKR-design score. For more information, see OKR-design score.

Proceed with the following:

  1. Create key results

  2. Create tasks

  3. Link objectives

  4. Comments and mentions

  5. Tag objectives


See also

Install OKRs from the Marketplace

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