How to convert objective from one level to another?
On can convert objectives can from one level to any other level from the existing one. Follow some simple steps mentioned below to convert objectives to any given levels.
Open an objective detail page of objective that you want to convert to another level.
Click on more option.
Click on convert.
To convert an objective from one level to another, user needs to have both permissions to create and edit objectives. If someone has permission to create an objective but not to edit an objective or vice versa, the system error will occur.
If you do not see convert option in More dropdown, contact your UpRaise admin to get the permission.
Open an objective that you want to convert.
Click on more option in the top section of the objective detail page.
Click on convert.
On convert pop up -
Select the objective level to which you want to convert the current objective.
Make necessary changes to all other attributes on the objective.
Click on convert.
Steps to convert objective for all levels are the same as explained above. The difference would only be in objective attributes depending on the selected level of objctive. Example - Team objective will have select team option whereas other levels will not.
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In this section
- How to add KR punch-in reminders?
- How does automatic confidence score calculation work?
- What are different OKR confidence statuses(default) in UpRaise?
- Default confidence status calculations
- How to use KR progress automation?
- How to move Key results?
- Use cases for Browse OKR filters
- Create, edit or delete objectives
- How to browse through your OKRs from browse OKRs page?
- Concepts - Objectives, Key Results, Punch-ins, Alignment, Weightage, Grading, Labels
- How do I add & delete objective alignments?
- How do I adjust weightage of a KR?
- How do I create, edit & delete key results?
- How do I grade my OKRs?
- How do I mark progress on objectives or key results?
- How does progress roll up work in alignment?
- How does the progress calculation of Jira issues and epics works?
- How does weightage of a KR impact the objective progress?
- How to add Jira issue KR via JQL?
- How to add Jira issues as actions in metrics and to do KRs?
- How to carry forward an objective?
- How to clone an objective?
- How to convert objective from one level to another?
- How to move an objective?
- How to use objective details page?
- Is alignment possible only for objectives?
- What are different objective statuses?
- What is hierarchy view & how does it work?
- What is KR detail page?
- What is objective cycle?
- What is the impact of objective visibility on alignment?
- What type of KRs are possible in Employee Success?
- What type of objective visibility options are available?
- When to use each type of KR - To do, Metric, Jira issue & Jira issue via JQL?
- Why I can't create / edit company level, team level or individual level objectives?
- Why isn't the punch-in action available on my objective?
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