How do I create, edit & delete company objective? (Before v3.9.5)

Creating a company objective

Company objectives can be added by Employee Success administrators or the select users who have permission to do so. Read more about these permissions.

Navigate to browse OKRs. Irrespective of the permissions you'd see a button 'add objective' in the top right corner. Permissions are validated depending on the type of selected objective level & owner that is selected, while creating the objective.

Clicking on 'add objective' opens the following pop-up.

As shown in the image above, you can create a contributing alignment right from add objective pop-up. As it is not a mandatory step you can skip that part and add an alignment later from objective detail page.

Apart from labels, description, contributes to & alignment weightage, all other parameters are mandatory while creating a company objective.

Editing a company objective

Company objectives can be viewed from a number of places such as company OKR, all OKR - both list & thumbnail views, objective detail page. A user with sufficient permissions can see 'edit' action.

All OKRs - list view

All OKRs - thumbnail view

Objective detail page

Deleting a company objective

Company objectives can be viewed from a number of places such as company OKR, all OKRs - both list & thumbnail views, objective detail page. A user with sufficient permissions can see 'delete' action.

Note that deleting an objective also deletes all associated key results as well as any alignments this objective was involved in.