Admin Guide: Account Setup and Configuration

Account Admin and OKR Champion's guide to getting up and running with Gtmhub.

Ivan Osmak avatar Jordan Angelov avatar Radostina Chokova avatar +1
37 articles in this collection
Written by Ivan Osmak, Jordan Angelov, Radostina Chokova and 1 other
OKR Setup

Sessions

OKRs sessions represent a time period in which given group of Objectives is meant to be achieved such as Quarterly or Annually.
Ivan Osmak avatar
Written by Ivan Osmak
Updated over a week ago

Cadence

Cadence is the frequency of issuing Key Result updates. Use this guide to customize the cadence for your sessions in Gtmhub.
Lyubomir Hristev avatar
Written by Lyubomir Hristev
Updated over a week ago

Setting permissions for planning sessions

Learn how you can create planning sessions with visibility and access limited to specific users or groups. Manage your Gtmhub permissions.
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Written by Lyubomir Hristev
Updated over a week ago

Automated OKRs Reminders

Gtmhub can now remind you to update your OKRs. Set up email reminders and never forget to update your key results when you need to.
Radostina Chokova avatar
Written by Radostina Chokova
Updated over a week ago

Aggregated OKR report

Make sure you stay on top of your OKR process with automated reports. Gtmhub can send you OKRs health statistics automatically.
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Written by Radostina Chokova
Updated over a week ago

How to add OKRs from a template

At Gtmhub, we created general examples to help our clients setting their OKRs. Here's how to access this source of inspiration.
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Written by Lyubomir Hristev
Updated over a week ago

Bulk management of OKRs

Managing OKRs at scale is not easy. Gtmhub solves this problem. Assign, Tag, Delete, Move, and Clone OKRs en masse with OKRs bulk management
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Written by Radostina Chokova
Updated over a week ago

Export OKRs Data to Excel

Gtmhub allows you to export the OKRs list (a.k.a. the OKRs grid) directly into an Excel file. Follow these simple steps to do this right.
Jordan Angelov avatar
Written by Jordan Angelov
Updated over a week ago
OKR Approval Workflow Setup

OKRs Champions guide to approval workflow: How to track approval progress

In Gtmhub, we believe in data-driven goal-setting. To ensure a sustainable OKRs process, we equip OKRs champions with data and stats.
Lyubomir Hristev avatar
Written by Lyubomir Hristev
Updated over a week ago

How to enable the Approval Workflow feature for your Gtmhub account

The Approval Workflow feature allows for a better and more transperant OKR setting process.
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Written by Lyubomir Hristev
Updated over a week ago

How to increase the number of OKRs approvers

The more team members are included in the OKRs proces, the better the collaboration and transparency.
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Written by Lyubomir Hristev
Updated over a week ago

How to change the minimum number of OKRs approvers per session

When enabling the approval workflow, at least 1 OKRs approver must be appointed per session. Read on to learn how to change this number.
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Written by Lyubomir Hristev
Updated over a week ago

How to edit the number of OKRs approvers in your account

Adjusting the number of OKRs approvers can be done easily. Read on to learn how you can do that.
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Written by Lyubomir Hristev
Updated over a week ago

Nudge owners with OKRs in draft

Gtmhub allows you to send a comment to OKR owners who still haven't sent their OKRs for approval. Here's how to do it in a few easy steps.
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Written by Lyubomir Hristev
Updated over a week ago

Nudge аpprovers with pending items

Gtmhub allows you to send reminders to people who you have selected as reviewers but haven't yet approved your OKRs. Here's how to do that.
Lyubomir Hristev avatar
Written by Lyubomir Hristev
Updated over a week ago