How do I create, edit & delete team objective?
- Annu
- Mangesh Lad (Deactivated)
- Anand Inamdar
Creating a team level objective
Team objectives can be added by UpRaise admin & super admin or the team leads for their teams when the permissions are set accordingly. Read more about these permissions. Navigate to browse OKRs.
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, objective cycle & 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, all other attributes are mandatory while creating a company objective.
Editing a team objective
Team objectives can be viewed from a number of places such as team OKR, all OKR - both list & thumbnail views, objective details. A user with sufficient permissions can see 'edit' action.
List view
Thumbnail view
Objective detail page
Deleting a team objective
Team objectives can be viewed from a number of places such as team OKR, all OKR - both list & thumbnail views, Objective detail. 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.
List view
Thumbnail view
Objective detail page
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