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Concept
In the OKR (Objectives and Key Results) methodology, objectives are specific and measurable goals that an individual, organization or a team aims to achieve within a set timeframe. These objectives are typically ambitious and represent the desired outcomes. Read our resources https://upraise.io/objectives-key-results-okr/what-are-okrs/ to know more about OKRs.
Objective types and when to use them
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Create objectives
Navigate to OKRs from left navigation >> Click on Add objective >> This opens up and the Add objective pop-up. On this pop-up, below explained feilds fields will be displayed based on the level of objective one is creating.
#Permissions
If logged in user does not see Add objective option or a certain level options in Levels fieldsdropdown, that means they do not have permissions to create objectives at all/for certain level.
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#BestPractices Apart from the above navigations Add objective option is availablefrom user and team profiles, Plus icon in the left navigation, & while creating alignments. |
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Based on the Objective custom fields there could be more fields for objectives. Read Custom fields.
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Objective progress updates
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Althought there is a Punch-in action on the Objective details page, the progress of objectives should ideally be derived from its KRs and alignment Key Result types, creation, and other actions and Alignments. That is why Punch in action is disabled when there are one or more KRs/alingmnets under the objective (if the link weightage is non-zero). Depending on the weightage or of KRs and alignments objective progress is calculated by system. Read below documentations for more details - |
Objective statuses
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Through its lifecycle, an objective can go through multiple statuses. Depending on the path objective has taken, change of its status will be reflected in the history. Statuses explained below are applicable to all levels of objectives. Image Added
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Other actions related to objectives
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Once the objectives are created, there are multiple subsequent actions available that make objective management easy and effective. Image AddedBelow are the possible actions for objectives. Click on the below actions to get more detailed guide for each actions -
Above actions may not be available for certain user/s depending on the their UpRaise role permissions. If one does not see a certain action that they are supposed to have can , they should connect with UpRaise admins to get relevant permissions enabled. |
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