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User Guide: OKRs

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 Jenny Herald avatar +5
61 articles in this collection
Written by Ivan Osmak, Radostina Chokova, Jenny Herald and 5 others

Editing a Session

Gtmhub allows you to edit your Sessions.
Josh Vallejo avatar
Written by Josh Vallejo
Updated over a week ago

Navigation in Gtmhub

Get up to speed with Gtmhub main navigation options
Radostina Chokova avatar
Written by Radostina Chokova
Updated over a week ago

OKR Best Practice Tips

Best practice tips to help with your OKR creation and implementation
Peter Robitaille avatar
Written by Peter Robitaille
Updated over a week ago
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 over a week ago

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 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.
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
The Hub

The Hub

Gtmhub allows for a quick setup, review, and update of your OKRs and tasks with speed, precision, and transparency.
Lyubomir Hristev avatar
Written by Lyubomir Hristev
Updated over a week ago

How to update your Key Results from the Hub

Gtmhub inspires transparency and progress tracking by allowing for quick OKRs updates to be made. Learn how to do that right from the Hub.
Lyubomir Hristev avatar
Written by Lyubomir Hristev
Updated over a week ago

Review your team progress from the Hub

Besides reviewing and updating your OKRs, Gtmhub allows for a brief overview of your team's OKRs progress as well.
Lyubomir Hristev avatar
Written by Lyubomir Hristev
Updated over a week ago

General notifications in Gtmhub

You're in full control which notifications to receive and on which channel.
Lyubomir Hristev avatar
Written by Lyubomir Hristev
Updated over a week ago

Adding filters from the Hub

Users can create, edit, and delete filters in the Hub for faster update and review of their teammates' OKRs.
Lyubomir Hristev avatar
Written by Lyubomir Hristev
Updated over a week ago
OKRs approval workflow

Approval workflow: The "Drafting, Reviewing, and Approving OKRs" Playbook

We developed the Approval Workflow feature with one goal in mind - to help customers improve their OKRs setting process.
Lyubomir Hristev avatar
Written by Lyubomir Hristev
Updated over a week ago

Enable the Approval Worfklow notifications

You're in full control which notifications to receive and on which channel. Here's how to enable Objective approval notifications.
Lyubomir Hristev avatar
Written by Lyubomir Hristev
Updated over a week ago
Cascading KR

How to enable the KR cascading feature

By using the KR cascading feature, multiple team members can contribute to the achievement of one Key Result.
Lyubomir Hristev avatar
Written by Lyubomir Hristev
Updated over a week ago

How to cascade down a Key Result

Cascading down KRs will allow you to select in which child objective you want to place a contributing KR.
Lyubomir Hristev avatar
Written by Lyubomir Hristev
Updated over a week ago

How to unlink the Key Result from a Parent one

Cascading KRs is crucial when it comes to stimulating cross-collaboration. However, you can also unlink a KR from a parent when neccesary.
Lyubomir Hristev avatar
Written by Lyubomir Hristev
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.
Ivan Osmak avatar
Written by Ivan Osmak
Updated over a week ago

Change or Reset Your Password

There're times when you want to change or reset your password, here's how - quickly and easily.
Radostina Chokova avatar
Written by Radostina Chokova
Updated this week

Filtering the objectives list

You'll notice how quickly the list of active OKRs grows. Narrow your focus to specific owners and parameters with the filter functionality.
Radostina Chokova avatar
Written by Radostina Chokova
Updated over a week ago

Access an archived OKRs session

To help with the transitioning between OKR sessions, learn how to find and review an archived OKR session in Gtmhub.
Radostina Chokova avatar
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.
Radostina Chokova avatar
Written by Radostina Chokova
Updated over a week ago

How can I see all tags that are used in my Gtmhub account?

Learn how to check which tags are already used from you or your colleagues
Radostina Chokova avatar
Written by Radostina Chokova
Updated over a week ago
Reports

Performance Report

A Performance report gives you a high level overview of the ongoing progress of your organization’s OKRs and tasks. Here’s what is included.
Jenny Herald avatar
Written by Jenny Herald
Updated over a week ago

Process Report

Gtmhub Process reports provide insights describing how effectively your organization is at running the OKRs process. Here's what's included.
Jenny Herald avatar
Written by Jenny Herald
Updated over a week ago

Insight Directive

Using directives to make building insights a little easier.
Josh Vallejo avatar
Written by Josh Vallejo
Updated over a week ago
Automation

Trigger automation based on objective's progress

Use changes in an objective's attainment value to trigger your gtmhub Robotic Process Automation (RPA)
Boyan Barnev avatar
Written by Boyan Barnev
Updated over a week ago

Robotic Process Automation (RPA)

Running OKRs at scale is hard. To help large organizations deploy and manage OKRs, we created an RPA builder. Here's how to use it.
Jenny Herald avatar
Written by Jenny Herald
Updated over a week ago

Robotic Process Automation (RPA): Use Cases

Run OKRs at scale with these simple yet powerful automation use cases
Natalia Mihailova avatar
Written by Natalia Mihailova
Updated over a week ago

Send Slack notifications via Gtmhub Automation

Send Slack notifications for important events in your Gtmhub account using the Robotic Process Automation (RPA) rules
Boyan Barnev avatar
Written by Boyan Barnev
Updated over a week ago

Define automation conditions based on custom fields

You can create complex RPA rules and base their conditions on the values of your custom fields
Boyan Barnev avatar
Written by Boyan Barnev
Updated over a week ago
Marketplace

How to install OKRs from the Marketplace

Jenny Herald avatar
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.
Jenny Herald avatar
Written by Jenny Herald
Updated over a week ago

How to Install Insights from the Marketplace

Gtmhub connects to 150+ business systems. Here's how you can install Insights to automate your OKRs and take the guesswork out of updating.
Jenny Herald avatar
Written by Jenny Herald
Updated over a week ago