User Guide: OKRs

Working with Objectives and Key Results (OKRs) in Gtmhub. It's everything you need to know about managing OKRs.

Ivan Osmak avatar Radostina Chokova avatar Gtmhub team avatar +6
61 articles in this collection
Written by Ivan Osmak, Radostina Chokova, Gtmhub team and 6 others
Adding OKRs

Create dynamic Key Results with filters

Use insightboard filters to fine-tune your dynamic KRs
Boyan Barnev avatar
Written by Boyan Barnev
Updated over a week ago

OKR-design score

The OKR-design score provides a grade for every single Objective and instructs you on how to improve. Here's how.
Jenny Herald avatar
Written by Jenny Herald
Updated over a week ago

Configure custom Objective progress calculation

How to calculate an objective's attainment based on its child sub-objectives
Boyan Barnev avatar
Written by Boyan Barnev
Updated over a week ago

How to create an Objective

This article explains how to create your first Objective in Gtmhub.
Ivan Osmak avatar
Written by Ivan Osmak
Updated over a week ago

How to define dynamic key results

Gtmhub connects to over 150 business systems and automates your OKRs. Here's how to attach dynamic key results to automate your OKRs.
Ivan Osmak avatar
Written by Ivan Osmak
Updated this week

How to define Key Results

Manual key results need to be updated manually while dynamic key results are updated from connected systems such as CRMs or databases.
Ivan Osmak avatar
Written by Ivan Osmak
Updated over a week ago

Tags

Learn how to use tags when managing your OKRs for an easier sorting and OKRs management experience within Gtmhub. Add tags to Objectives.
Radostina Chokova avatar
Written by Radostina Chokova
Updated over a week ago

Private OKRs

OKRs promote transparency. But sometimes you need private OKRs. Gtmhub supports both.
Radostina Chokova avatar
Written by Radostina Chokova
Updated over a week ago

The Guide to Setting Cross-functional Team OKRs

​Scaling Agile within your organization depends on cross-functional team collaboration. Here's how to set OKRs using Gtmhub to achive that.
Lyubomir Hristev avatar
Written by Lyubomir Hristev
Updated over a week ago
Updating OKRs

How to Edit Your Objective

Gtmhub allows for effective setup of your Objective. Likewise, editing an Objective during the Session is also available.
Lyubomir Hristev avatar
Written by Lyubomir Hristev
Updated over a week ago

Editing Key Results

Gtmhub allows for quick and easy editing of your Objectives' Key Results.
Lyubomir Hristev avatar
Written by Lyubomir Hristev
Updated over a week ago

Updating Key Results

Defining objectives and key results is just the beginning of your OKR journey. Here's how to manually update your Key Results.
Radostina Chokova avatar
Written by Radostina Chokova
Updated over a week ago

Key result deadlines

Sometimes, you need to hit a particular key result prior to the common deadline. Here's how to set hard and soft deadlines for your OKRs.
Ivan Osmak avatar
Written by Ivan Osmak
Updated over a week ago

Updating your confidence level

Updating and maintaining a high confidence level throughout the session is crucial when working on achieving your OKRs.
Lyubomir Hristev avatar
Written by Lyubomir Hristev
Updated over a week ago

Tasks

Learn how to associate tasks with OKRs. OKRs are a system that are supported by key elements you need to get right including task setting.
Ivan Osmak avatar
Written by Ivan Osmak
Updated over a week ago

How to customize Task fields

You can define custom fields for tasks. Learn how to use these fields in your OKRs process (e.g. add priority field).
Jenny Herald avatar
Written by Jenny Herald
Updated over a week ago

Comments and mentions

Enabling contextual conversations through comments in Gtmhub
Radostina Chokova avatar
Written by Radostina Chokova
Updated over a week ago

How to check your OKR-related activities

The "Timeline" feature in Gtmhub allows you to browse through all the activities that have been made to a specific Objective or Key result.
Lyubomir Hristev avatar
Written by Lyubomir Hristev
Updated over a week ago

OKRs edits notifications

Here's how to enable receiving notifications about OKRs edits in your Gtmhub account.
Lyubomir Hristev avatar
Written by Lyubomir Hristev
Updated over a week ago

Notifications regarding OKRs assigned to me or My Team

Gtmhub enables you to personalize your notifications about OKRs being assigned to you and your team.
Lyubomir Hristev avatar
Written by Lyubomir Hristev
Updated over a week ago

KR Progress Updates Notifications

Here's how to enable notifications regarding Key Results progress made by other people.
Lyubomir Hristev avatar
Written by Lyubomir Hristev
Updated over a week ago

Tracking your Confidence Level

In Gtmhub, the confidence level is a Key result parameter. It's a label that belongs to every KR and it helps you be more transparent.
Lyubomir Hristev avatar
Written by Lyubomir Hristev
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.
Lyubomir Hristev avatar
Written by Lyubomir Hristev
Updated over a week ago
Aligning OKRs

The ultimate guide to aligning OKRs from different sessions

OKRs cross-linking is one of the Gtmhub's true superpowers. This guide illustrates how to set up a "parent-child" OKRs relationship.
Lyubomir Hristev avatar
Written by Lyubomir Hristev
Updated over a week ago

What's the Difference Between Aligning and Linking Objectives

Gtmhub allows you to align and link Objectives. Although the two features slightly differ, they both promote transparency and focus.
Lyubomir Hristev avatar
Written by Lyubomir Hristev
Updated yesterday

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.
Lyubomir Hristev avatar
Written by Lyubomir Hristev
Updated over a week ago

How to mark an Objective as a top-level

Learn how to set an OKRs as a top priority.
Lyubomir Hristev avatar
Written by Lyubomir Hristev
Updated over a week ago

How to add a subobjective that directly aligns with a higher-level Objective

Adding a direct subobjective allows you for a quick alignment of your OKRs as well as setting a proper "parent-child" relationship.
Lyubomir Hristev avatar
Written by Lyubomir Hristev
Updated over a week ago

How to Drag and Drop objectives

Gtmhub is build for flawless OKRs alignment. Here are the two main drag-and-drop features that allows you to align OKRs in your account.
Lyubomir Hristev avatar
Written by Lyubomir Hristev
Updated over a week ago

How to enable the scrollbars in the Alignment screen

Enabling the scrollbars lets you easily navigate through the Alignment screen.
Lyubomir Hristev avatar
Written by Lyubomir Hristev
Updated over a week ago

How to get a Shareable URL for your OKRs

Generating an OKRs shareable link for you OKRs allows your teammates to find and align to it easily and quickly.
Lyubomir Hristev avatar
Written by Lyubomir Hristev
Updated over a week ago