OKR stands for Objectives and Key Results, a goal-setting framework that helps organizations and individuals define and track ambitious goals. It's a collaborative approach that aligns teams and encourages engagement around measurable objectives.
Objectives are ambitious, qualitative statements of what you want to achieve. They should be clear and concise.
For more information on what OKRs are and how they are used, see Objectives. General overview.
Configure OKR settings
Configure OKR settings
In the Settings > General > Perform section, administrators can manage how Objectives and Key Results (OKRs) work across the company.
These settings define alignment rules, update frequency, and tagging logic, helping keep your OKR structure consistent and transparent.
Here you can enable and adjust the key parameters for OKR tracking:
Key performance indicators (KPIs) – enable KPI tracking across your company.
Objective key results (OKRs) – enable OKR tracking to set and monitor company, team, and individual goals.
Once OKRs are enabled, you can configure the following options:
Check-in frequency – define how often employees should update their objectives (for example, weekly, monthly, or none).
Enable aligned objectives – allow child objectives to be aligned with parent objectives for a structured goal hierarchy.
Enable automatic roll-up – allow progress from child objectives to automatically contribute to the progress of parent objectives.
Require tags when creating an objective – when enabled, everyone creating an objective must add at least one tag. This ensures every objective is categorized for better reporting and filtering.
Limit the number of tags for objectives – restrict how many tags can be added to a single objective. For example, set it to 1 to enforce single-tag selection.
Once you’ve configured the required settings, click Save to apply changes.
Create objectives
Create objectives
Objectives are simple and clear statements of what we want to achieve. They should be short, motivating, and inspiring to the team to get involved and invested in their work to develop themselves, their departments, and the company.
Every objective may have child objectives. These objectives are split further into smaller ones and assigned to employees. Employees can view progress details inside sub-objectives that affect the parent objective.
To create an objective, follow these steps:
Navigate to Performance > Objectives > All objectives.
In the top right corner, click New objective.
In the Create a new objective dialogue, fill out the following fields:
Name: Clear, concise, and meaningful description of the objective.
Owner: The person responsible for the objective.
Type: Objective type (individual, team, department, division, location, company-wide).
Start date and end date: Time frames for this objective.
Tag: Depending on your company’s configuration, you may now be required to select a tag to categorise objectives for easier tracking and reporting.
Click Save.
Note: An objective can be assigned to a single employee, so a single employee should be responsible for closing it. If you want to create an objective for a group of people, create one main objective and add child objectives for the rest of the team members.
You can also create an objective in the Performance tab of the employee, who will own this objective.
Add child objectives
Add child objectives
Child objectives are sub-objectives that help break down a larger goal (the parent objective) into smaller, measurable parts.
They are useful when you want to align work between teams, departments, or individuals, ensuring everyone’s efforts contribute directly to the same high-level objective.
For example, a company-level objective like "Increase customer satisfaction" can have several child objectives such as "Improve response time in support" or "Enhance onboarding experience".
Each child objective can have its own Key Results and progress, which are then reflected in the overall progress of the parent objective.
You can create a child objective in two ways:
From the main objectives list:
Go to Performance > Objectives > All objectives.
Click + New.
In the Parent objective field, select the objective this one should be linked to.
Fill in the rest of the details as you would when creating a regular objective (name, owner, tags, period, etc.).
From within an existing objective:
Open the objective you want to use as the parent.
Click the + New button.
Select Add child objective.
Enter the details for the new child objective and save it.
Add key results
Add key results
Key Results are specific, measurable outcomes that indicate what needs to be done to achieve the objective or child objective. They often express a numerical value and the period within which the goal must be achieved.
To add key results for an objective or child objective, follow these steps:
Navigate to Performance > Objectives > All objectives.
Select an objective from the list.
Under the objective progress chart, click +New and select Add key result.
In the Add key result dialog, fill out the following fields:
Name: Clear, concise, and meaningful description of the key result.
Owner: The person responsible for the key result.
Type: Key result metric type (percentage, number, currency, Completed/Incomplete).
Start: Starting value for this key result.
Target: Target value for this key result.
Time period: specify the expected timeframe for completing the key result. This field helps you communicate when a particular result is planned to be achieved and gives more context when reviewing progress.
Click Save.
Update objectives
Update objectives
To update an objective, follow these steps:
Navigate to Performance > Objectives.
Select an objective from the list.
In the top right corner, click the · · · Menu.
The following options are available:
Edit: Edit this objective’s settings.
Close: Move this objective into the Closed state.
Make a copy: Create a copy of this objective.
Add child objective: Create a child objective for this objective.
Print: Print an objective document.
Archive: Move this objective into the Archived state.
Copy OKRs
Copy OKRs
If you need to copy one of your OKRs with it's child objectives, follow these steps:
Navigate to Performance > Objectives.
Select an objective from the list.
Click the · · · Menu. Choose Make a copy option in the menu.
Monitor OKRs
Monitor OKRs
There are different ways to view and monitor OKRs in the system:
In the employee profile under the Performance tab.
In the Performance > Objectives section, you have access to different tabs:
Company – view organization-wide objectives.
Team – track objectives of your reports.
My – review personal objectives assigned to you.
This structure helps maintain transparency and alignment between individual, team, and company goals.
