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Excerpt

Given the 'stretch OKRs' recommendation of OKRs methodology, chances are

your team

that teams may not be able to complete all OKRs in one cycle.

Those

Some 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 objectives.

How

Steps to carry forward an objective

?Click on grade & close tab

Carry forward a ‘Ready for grading’ objectives

  • Navigate to relevant objective details page >> Click Grade and close option at the top of objective

detail page. Then select grade & close option.

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  • On Grade & Close pop up - 
    • Write remarks and grade all KRs.
    • Click on Grade & Carry Forward.
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  • details page

  • Add grades and remarks >> Grade & carry forward option.

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Now on grading page, complete all the grading and remarks and click on Grade and Carry forward.

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On 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.

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Carry forward a ‘Ready to close’ objective

When 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.

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On Carry Forward Objective pop up

- Select

, select the objective cycle where you want to carry forward the objective

Select a

and adjust Start and due date

and

(if needed), click on

carry

Carry forward.

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Important points to note

  • Carry forward option is available for all levels of objectives those are in ready for grading/ ready to close status.

  • Status of the old objective will be changed to

carried

  • Carried forward.

  • The objective will be cloned as it is with

objective and all the KRs 

  • all its KRs & their progress.

  • The first action in history will be

carried

  • Carried forward from Obj-X

  • A new objective will start

its lifecycle as

  • its lifecycle as a normal objective (scheduled/ready/in progress)

  • Users with

access to

  • relevant permissions can view an objective and can grade and carry forward that objective.

On this page

Table of Contents

In this section

Child pages (Children Display)pageObjectives & key results(OKRs) - User Guide
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