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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 +6
56 articles in this collection
Written by Ivan Osmak, Radostina Chokova, Jenny Herald and 6 others

Lists

What are Lists and how can I use them?
Gergana Mihaylova avatar
Written by Gergana Mihaylova
Updated over a week ago

How to edit a session

Gtmhub allows you to option to edit each session using the "Manage sessions" screen.
Josh Vallejo avatar
Written by Josh Vallejo
Updated this week

Navigation in Gtmhub

Get up to speed with Gtmhub main navigation options
Radostina Chokova avatar
Written by Radostina Chokova
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

Learn how to create meaningful objectives
Jenny Herald avatar
Written by Jenny Herald
Updated yesterday

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

Define key results

Learn how to manually create key results of numeric and Boolean type.
Ivan Osmak avatar
Written by Ivan Osmak
Updated this week

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

Edit objectives

Learn how to edit already created objectives to reflect changes in circumstances of your process
Lyubomir Hristev avatar
Written by Lyubomir Hristev
Updated yesterday

Edit key results

Learn how to quickly edit your key results
Lyubomir Hristev avatar
Written by Lyubomir Hristev
Updated this week

Update key results

Learn how to monitor and update key results to reflect your progress on the objective
Radostina Chokova avatar
Written by Radostina Chokova
Updated this week

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

How to update and track your confidence level

Learn how to update and track confidence level throughout the OKR session
Lyubomir Hristev avatar
Written by Lyubomir Hristev
Updated this week

Work with tasks

Learn how to associate tasks with OKRs. The system of OKRs is supported by key elements, which include task setting.
Ivan Osmak avatar
Written by Ivan Osmak
Updated this week

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

How to configure personal notifications

You can receive notifications in-app or via e-mail for activity concerning OKRs, tasks, and more. Here’s how.
Lyubomir Hristev avatar
Written by Lyubomir Hristev
Updated this week

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

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

Align sessions and objectives

Learn how to align objectives – set a parent-child relationship between them
Lyubomir Hristev avatar
Written by Lyubomir Hristev
Updated this week

Aligning vs linking objectives

Learn how to use aligning and linking to effectively promote transparency and focus
Vesela Mihaylova-Bodo avatar
Written by Vesela Mihaylova-Bodo
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

Add subobjectives

Learn how to create a subobjective of an objective to align your OKRs quickly
Lyubomir Hristev avatar
Written by Lyubomir Hristev
Updated yesterday

How to Drag and Drop objectives

Gtmhub is built for flawless OKR alignment. Visibly align your OKRs in the alignment view using these two drag and drop features.
Lyubomir Hristev avatar
Written by Lyubomir Hristev
Updated over a week ago

Enable scrollbars in the Alignment view

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

Shareable URL for your OKRs

Share your OKRs easily with a shareable link.
Lyubomir Hristev avatar
Written by Lyubomir Hristev
Updated over a week ago
The Hub

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

How to Manage Notification Settings in Gtmhub

In this article, you'll learn how to access and manage general notification settings in your Gtmhub account.
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
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

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