How to use objective details page?
- Annu
- Anand Inamdar
You are navigated to the objective details page when you click on an objective title. This objective details page has almost the same content for all levels of objectives, apart from a few minor differences.
The top section of the page
Let us see all sections of objective detail page one by one. Refer the screenshot below. All examples are from the above image.
C indicates the company level of this objective with a relevant icon.
Then July to September 2019 is the objective cycle. OBJ-1933 is the objective id.
Increase the number of stores by 30% is the title of the objective.
This percentage (41.01%) is total progress percentage that is derived from KRs and objective alignments of this objective or from the direct punch in updates. Yellow color of progress % is reflected depending on the confidence status settings.
Lagging is the confidence status generated by the system/shown based on confidence status/scores of KRs. This status keeps changing according to progress updates & confidence score updates.
There are two more confidence statuses in UpRaise depending on your confidence status settings. Read Confidence score/status configurations for more details.
Clicking on edit option gives a popup that you have seen while creating the same objective. You can make necessary changes and save it.
Comment option allows you to add a comment on anything related to the objective.
Punch In option is available only when you do not have any KR or alignment in an objective. You can click on punch-in to mark the progress manually with relevant comments and progress percentage and confidence score (if applicable).
Clicking on more option gives two drop-down option to abandon, delete, move, clone & convert objective.
The description is self-explanatory, these are relevant details, notes or instructions related to the objective mentioned by the creator while creating an objective.
Key results section
This section allows users to manage key results and their relevant attributes.
Before add new button, you can see filter options to for KR section. Read Filters for KR section for more details.
Add New option allows users to add new key results. Clicking on add new opens up a pop of KR types. You will see three or two types of KRs on this pop-up depending on KR settings made by admins. Read How to manage key result configurations?.
Checkbox icon states it's a ToDo type key result.
Key icon states it's a Metric type key results.
</> for Jira issue KR via JQL. Read How to add Jira issue KR via JQL? for more details.
Jira issue/epic Icon states it's a Jira Issue type key result.
W stands for weightage of KR. Weightage decides the impact of key result progress on the parent objective.
A stands for actions, it shows number Jira issues/epics added as actions(if any). Read Jira issues/epics as KRs or Jira issues/epics as actions?
Progress bar (highlighted in red) in the image above shows the progress made on key result. Each type of KR has it's own progress bar.
Information highlighted in gray is the confidence status and confidence score of the KR.
Numbers in 2nd key result are - original, current & target values respectively(highlighted in green).
To Do and Done statuses (highlighted in blue) are updated as per the progress of JIRA Issue's and Epic's progress from JIRA. Read How does the progress calculation of Jira issues and epics works?
Action button (...) highlighted in yellow allows you to take action of KR like edit, delete, move.
Alignment Section
Alignment section allows users to align or link objectives with different levels of objectives to roll up the progress from other objectives.
Receives contribution from is the first type of alignment. It allows you to create an alignment to receive progress contribution from other objectives.
Contributes to is the second type of alignment. It allows you to create an alignment with other objectives to contribute progress to objectives.
W stands for Weightage of aligned objective that decides the impact of progress contribution towards the other objective.
With delete icon you can delete the alignment.
Attachments Section
- This section allows you to attach files with OKRs.
- You can attach different file types like .png, .jpeg, pdf, xls, etc.
Activity Section
This section helps you to track all activities and comments of the objectives.
Comments tab allows you to add comments and tag different users by using at sign(@).
Feedback tab shows all the feedback (given/received on the objective)
History tab shows up all the changes to the objective in its lifetime.
At the moment you cannot see the grades tab in this objective details page. However, once the objective is graded grades tab would appear in the activity section that shows all grades & remarks on the objective.
A few sections in the right side of the page
On the right side of the objective detail page, you will see a few small sections with different types of minute details about the objective. Let us discuss these sections one by one.
At the top right corner of this page, you will see details about the level of objective and the name of the objective owner.
How many days till the due date is reached.
Last punch in date of the objective.
Few important things like Status of objective, who all are watching this objective, Due Date of objective, labels and objective sharing/visibility. If it's shared with a few individual user/s or team/s then it gives the list those user & team name/s.
Alignments section shows the list of objectives aligned.
Objective Progress section shows you the ideal progress and actual progress.
In other details section, you can find details like this objective is created by whom, who updated it last,when it was created, and when it was last updated and last punched in.
Objective cycle section gives details about the objective cycle of this objective. View your objectives link takes you to the browse OKR page.
On this page
In this section