Custom fields

In UpRaise, there are all default objective and key results fields/attributes like Name, Owner, start and end date, etc. Sometimes, beyond these default fields, an organization might need some customer attributes specific to their OKR process. This setting allows adding custom fields for objectives. Currently, only 5 custom fields can be created.

• If any custom field is associated with one/more objectives or Key results, it cannot be deleted and can only be disabled.

  • If it needs to be deleted, then users will have to first remove the association of that custom field by removing the custom field’s values from each objective.

• If there are 5 custom fields created already, Add new button will disappear

• When you are editing an existing custom field, you can edit all details except the type of field. Once created, a custom field type cannot be changed.

Open

Below are the possible field types for custom fields -

Open

In the image below, the newly added custom field called Sample custom field has the Delete option since it is not associated with any objective in the system.

Open

• Users want to add multiple stakeholders who are supposed to be responsible for OKRs. They can add single or multiselect fields to add users to the given field.

• Users want to manage a specific date for OKRs apart from start and end dates. Eg. Review date, OKR grading date, etc., they add a date-type custom field.

• Numeric field type custom fields can be used for maintaining any type of numeric values. Typical examples are budget allocation, number of resources involved, estimated days, etc.

• Users want to select one option from the given choices. For example, Priority, they can use the single select custom field to select the priority of the OKR from the given options in the custom field.

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