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Given the 'stretch OKRs' recommendation of OKRs methodology, chances are your team teams may not be able to complete all OKRs in one cycle. Those OKRs may be important enough that they should be worked upon, even in the next cycle. In such situations, carry Carry forward action comes into play. Carry forward option is available only for Ready for grading and ready to close objective. Steps to carry forward an objective?Click on grade & close tabCarry forward a ‘Ready for grading’ objectives
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Now on grading page, complete all the grading and remarks and click on Grade and Carry forward. Image AddedOn the Carry forward objective pop-up, select the relevant objective cycle and adjust the Start and due date (if needed). This will keep the source objective as it is in carried forward status and new objective will be created. Image AddedCarry forward a ‘Ready to close’ objectiveWhen grading is turned off in an objective cycle, all the objectives from that cycle will be in Ready to close status when the due date is passed. For these objectives, Carry forward action is available in the top section of the objective details page. Image AddedOn Carry Forward Objective pop up - Select, select the objective cycle where you want to carry forward the objective Select aand adjust Start and due date and(if needed), click on carryCarry forward. Image Removed Image AddedImportant points to note
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Child pages (Children Display) | page | Objectives & key results(OKRs) - User Guide|||||||||
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