Given the 'stretch' recommendation of OKRs, chances are your team 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 forward' action comes into play.
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| Only individual or team objectives can be carried forwardFrom v3.9.5 you can also carry forward company objectives. |
How to carry forward an objective?
- Click on 'grade & close' tab at the top of objective detail page. Then select grade & close option.
- On 'Grade & Close' pop up -
- Write remarks and grade all KRs.
- Click on Grade & Carry Forward.
- On 'Carry Forward Objective' pop up -
- Select objective cycle where you want to carry forward the objective
- Select a due date and click on 'carry forward'
Important points to note
Carry forward option will be available only for team & individual available all levels of objectives those are in ready for grading/closed status.
Status of the old objective will be changed to 'carried forward'.
The objective will be cloned as it is with objective and all the KRs & their progress.
The first action in history will be 'carried forward from Obj-X'
A new objective will start its lifecycle as a normal objective (scheduled/ready/in progress)
Users with access to view an objective can grade and carry forward that objective.
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