Objectives & Key results page

Owned by Annu
Last updated: May 06, 2021
2 min read

This page is all about OKRs and their management with app. There are 4 tabs on the page

  • Summary

  • Browse

  • Hierarchy

  • cycles

  • Manage

Manage & cycle tabs are visible only if you have permissions to OKR settings/administration. Hierarchy page could not be available if Multiple alignments are turned on.

Summary

  1. Navigate to OKRs >> Summary tab

  2. One can select different OKR views (Default/owned/shared). Read Manage OKR views

  3. From , you can take different actions on objectives based on permissions

  4. Overall progress of OKRs from selected OKR view

  5. Number of objectives based on levels & KRs based on types

  6. Add objective button if you have permissions to add objectives

Browse

  1. Navigate to OKRs >> Browse tab

  2. Switch to list or thumbnail views of OKRs

  3. Create customized OKR views, read Manage OKR views

  4. Edit OKRs views that you have created, read Manage OKR views

  5. Delete OKRs views that you have created, read Manage OKR views

  6. Switch to different OKR views

  7. Export OKRs, read Export data from UpRaise | Export OKRs data

  8. Apply different filters on selected OKR views

  9. Add new filters for selected OKR views

  10. Reset filters

  11. for different actions on objectives & KRs

    1. List of actions could be different for every users based on their OKRs permissions

Hierarchy view

  1. Navigate to OKRs >> Hierarchy tab

  2. Add new objective, this option is available only if you have sufficient permissions.

  3. Use different filters on hierarchy view, read Hierarchy view

  4. Switch between hierarchy/explorer views, more details on Hierarchy view

  5. Refresh the hierarchy view

  6. Company name will be displayed if that is added in settings, read Company name settings

  7. Each box is an objective node in the hierarchy

Cycles

Objective cycles are the containers of objectives. They define timelines of all your OKRs. Read Manage objective cycles for more details.

Manage

Manage tab is all about administration of OKRs. This tab includes many settings & configurations related to OKRs. They can be called as advance settings of OKRs. Read OKRs advanced settings