How do I mark progress on an objective or a key result? (before v3.8.4)
- Annu
Marking progress on objectives
When any objective has an associated KRs or is receiving a contribution from other objectives (with non-zero weightage) its progress can happen only through the associations.
When an objective doesn't have such an association, its progress can be updated via the 'Punch in' action directly available on the objective. Punch in action is available from the objectives thumbnail, list view as well as detail view.
Clicking on punch-in opens a pop-up where progress can be updated accompanied by a comment.
Marking progress on key results
As discussed here, there are 3 different types of key results in Employee Success. Each of them can be updated to make progress. All the key results can be punched in from the list, thumbnail as well as detail views.
Metric
As highlighted in the screenshot below, one can make progress on a metric by clicking on the current value.
This click opens a pop-up that looks like below.
To Do
Checking the box beside To Do key result, opens up the confirmation pop-up. As the action suggests, a To Do can either be complete or incomplete.
Jira Issue
Employee Success being a Jira add-on, has tight integration with Jira issues. Once Jira issue is added as a key result for an objective, change in the status of that Jira issue will automatically update progress in Employee Success.
Right now Employee Success reads 'resolution' parameter of the Jira issue. If it is not empty, the progress of the Jira issue as a key result is treated as 100%. This allows you to complete your Jira issues in your normal workflow & it will automatically update the progress of linked objectives. Also, any changes to the assignee & due date for the given Jira issue are reflected automatically in Employee Success.
Thus to make progress on a Jira issue, just update its status so that resolution is set to a non-empty value.
On this page
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?