User Guide: OKRs | Gtmhub Help Center

(beta) Shared OKRs

Navigation in Gtmhub

Learn how to use the Gtmhub navigation to perform your tasks effectively

Written by Radostina Chokova
Updated over a week ago

Best practices for OKRs

Learn some of the best practices for creating, owning, reporting, and updating OKRs

Written by Nicole Nulton
Updated over a week ago

Search

Search allows you to find any OKR, Session, task, employee, team, list, Insight, Insightboard, KPI, or Automation in your account.

Written by Jenny Herald
Updated over a week ago

(beta) New Filters in Gtmhub

Learn how gtmhub’s new filter functionality will deliver granular insights at speed for your business

D

Written by Daniel Shepherd
Updated over a week ago

Adding OKRs

OKR-design score

Learn how to create meaningful objectives

Written by Jenny Herald
Updated over a week ago

Create objectives

Learn how to create effective objectives

Written by Neli Ivanova
Updated over a week ago

Define key results

Learn how to manually create key results of numeric and Boolean type

Written by Neli Ivanova
Updated over a week ago

Create dynamic key results

Learn how to create and use dynamic key results that are updated automatically

Written by Neli Ivanova
Updated over a week ago

Create dynamic key results with filters

Learn how to create dynamic key results, based on a filtered insight

Written by Boyan Barnev
Updated over a week ago

Tag objectives

Learn how to tag your OKRs and then use the tags to filter them

Written by Radostina Chokova
Updated over a week ago

Private OKRs

Learn how to make an OKR private to protect sensitive information

Written by Radostina Chokova
Updated over a week ago

Examples of cross-functional team OKRs

Learn how to be Agile at Scale by planning your OKRs to improving cross-functional team collaboration

Written by Radostina Chokova
Updated over a week ago

Updating OKRs

Edit objectives

Learn how to edit already created objectives to reflect changes in circumstances of your process

Written by Radostina Chokova
Updated over a week ago

Edit key results

Learn how to quickly edit your key results

Written by Radostina Chokova
Updated over a week ago

Key result deadlines

Learn how to set deadlines to key results, including optimistic and pessimistic deadlines

Written by Neli Ivanova
Updated over a week ago

Update the confidence level

Learn how to update and track confidence level throughout the OKR session

Written by Radostina Chokova
Updated over a week ago

Example: Create a custom field of tasks

Learn some useful ideas for creating custom fields for tasks

Written by Jenny Herald
Updated over a week ago

Work with tasks

Learn how to create tasks, associate tasks with OKRs, filter tasks and connect them to Jira issues

Written by Neli Ivanova
Updated over a week ago

Comments and mentions

Learn how to enable contextual conversations using comments and mentions

Written by Radostina Chokova
Updated over a week ago

View the timeline of OKR activities

Learn how to use the Timeline feature to browse through all changes that have been made to a specific objective or key result.

Written by Radostina Chokova
Updated over a week ago

Configure individual notifications

Learn how to configure your notifications for various activities in Gtmhub

Written by Radostina Chokova
Updated over a week ago

How to use Key Results tooltips

Key Results tooltips show you what progress has been made throughout the session in an easy-to-understand way.

Written by Radostina Chokova
Updated over a week ago

Aligning OKRs

Objective bidirectional goal setting, alignment, and progress calculations

How Gtmhub models bidirectional goal setting

Written by Jenny Herald
Updated over a week ago

Objective progress based on the average of its key results and child objectives

You can base an objective's progress formula based on the average of the its key results and child objectives. Here's how.

Written by Jenny Herald
Updated over a week ago

Objective progress based on the average of its child objectives

You can base an objective's progress formula based on the average of the its child objectives. Here's how.

Written by Jenny Herald
Updated over a week ago

Link objectives

Learn how to link one objective to another to indicate that one objective supports the other

Written by Vesela Mihaylova-Bodo
Updated over a week ago

Align sessions and objectives

Learn how to align objectives – set a parent-child relationship between them

Written by Radostina Chokova
Updated over a week ago

Aligning vs linking objectives

Learn how to use aligning and linking to effectively promote transparency and focus

Written by Vesela Mihaylova-Bodo
Updated over a week ago

How to re-center your Alignment screen

Navigating through the Alignment screen allows you to browse your top priorities list. Here's how to ensure you never get lost in it.

Written by Radostina Chokova
Updated over a week ago

Mark an objective as a top-level

Learn how to set an OKRs as a top priority

Written by Radostina Chokova
Updated over a week ago

Add child objectives

Learn how to create a subobjective of an objective to align your OKRs quickly

Written by Radostina Chokova
Updated over a week ago

Use the Alignment view

Learn how to built flawless OKR alignment. Visibly align your OKRs in the Alignment view, using drag-and-drop and cut-and-paste

Written by Radostina Chokova
Updated over a week ago

Enable scrollbars in the Alignment view

Enabling the scrollbars lets you easily navigate through the Alignment screen.

Written by Radostina Chokova
Updated over a week ago

Share links to OKRs

Learn how to share links to your OKRs with your teammates

Written by Radostina Chokova
Updated over a week ago

Home

Home screen

Learn how to benefit from the Home screen and how to use its shortcuts

Written by Gergana Mihaylova
Updated over a week ago

Update key results

Learn how to monitor and update key results to reflect your progress on the objective

Written by Radostina Chokova
Updated over a week ago

Sessions

Edit sessions

Learn how to modify the parameters of an already created session

Written by Neli Ivanova
Updated over a week ago

OKRs approval workflow

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.

Written by Radostina Chokova
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 transparent OKR setting process.

Written by Radostina Chokova
Updated over a week ago

Approval workflow

Learn how to activate a workflow, send OKRs through it, and view reports

Written by Radostina Chokova
Updated over a week ago

Change the minimum number of OKRs reviewers

Learn how to increase the minimum number of OKR reviewers from one to two

Written by Radostina Chokova
Updated over a week ago

Cascading KR

Enable key result cascading

Learn how to enable cascading of key results, so that multiple teams can contribute to one key result

Written by Radostina Chokova
Updated over a week ago

Cascade down key results

Learn how to link key results, so that one key result contributes to the progress of another

Written by Radostina Chokova
Updated over a week ago

Unlink a key result from a parent one

Learn how to disconnect a key result from a parent one to stop one key result from contributing to another

Written by Radostina Chokova
Updated over a week ago

Whiteboards

Working with Whiteboards

Use whiteboards to collaborate and communicate your ideas around the OKR process—from drafting and aligning OKRs to retrospectives.

Written by Jenny Herald
Updated over a week ago

Dashboard Workflows

Changing your photo

Setting a personal photo in Gtmhub helps colleagues quickly identify the OKRs you work on or comments you post. Here's how to change it.

Written by Neli Ivanova
Updated over a week ago

Change or reset your password

Use this article to learn how to change or reset your password.

Written by Radostina Chokova
Updated over a week ago

Filter and sort objectives

Learn how to find objectives in the objectives grid, using filtering, sorting, and searching

Written by Radostina Chokova
Updated over a week ago

Access archived OKRs sessions

Learn how to review an archived session, its OKRs, and statistics

Written by Radostina Chokova
Updated over a week ago

Sorting the objectives list

Working with a list of objectives is a lot more enjoyable with the easy filtering and sorting options that Gtmhub provides.

Written by Radostina Chokova
Updated over a week ago

View all created tags

Learn how to check the list of tags that are already created

Written by Radostina Chokova
Updated over a week ago

Reports

Use lists

Learn how to create lists to filter specific objectives, key results, and tasks

Written by Gergana Mihaylova
Updated over a week ago

Team Profiles

Showcase progress, highlight the biggest achievements and see how a team is doing on their OKR journey with team profiles

Written by Jenny Herald
Updated over a week ago

Employee Profiles

Showcase your progress, highlight your biggest achievements, and see how you’re doing on your OKR journey with employee profiles

Written by Jenny Herald
Updated over a week ago

Performance report

Learn how to get a high-level overview of your OKRs performance using the Performance report

Written by Jenny Herald
Updated over a week ago

Process report

Learn how effectively your organization is at running the OKRs process using the Progress report

Written by Jenny Herald
Updated over a week ago

Gtmhub insight directives

Learn how to use directives to build the presentation of your insights

Written by Neli Ivanova
Updated over a week ago

Automation

Create automation based on OKRs progress

Learn how to use the OKR progress to automate your process

Written by Boyan Barnev
Updated over a week ago

Create automations

Learn how to create automations to scale your OKR process and increate productivity

Written by Jenny Herald
Updated over a week ago

Example: Automations

Learn how to set up automations using the examples in this article

Written by Natalia Mihailova
Updated over a week ago

Send Slack notifications using an automation

Learn how to use automation to post Slack notification

Written by Boyan Barnev
Updated over a week ago

Create automation based on custom fields

Learn how to base your automation on custom fields

Written by Boyan Barnev
Updated over a week ago

Marketplace

How to submit branded OKR templates (Partners)

How to get your brand displayed on a Marketplace submission

Written by Desislava Tileva
Updated over a week ago

Browse and contact a consultant from the Marketplace

Learn how to get professional consulting without leaving the platform

Written by Desislava Tileva
Updated over a week ago

Managing Gtmhub Marketplace profile and leads (Partners)

How to update your Gtmhub Marketplace profile and manage leads

Written by Desislava Tileva
Updated over a week ago

Install OKRs from Gtmhub Marketplace

Learn how to install predefined OKRs from Gtmhub marketplace

Written by Jenny Herald
Updated over a week ago

Contributing OKRs to the Gtmhub Marketplace

We're building the world’s largest library of OKRs for every industry, function and vertical. Here's how to make your contribution.

Written by Jenny Herald
Updated over a week ago

Install insights from Gtmhub Marketplace

Learn how to install predefined insight from Gtmhub marketplace

Written by Jenny Herald
Updated over a week ago