Manage OKR views
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OKR views function within UpRaise lets you create your own OKR views. These views are a handy when you look at handful of objectives for specific use case. A few use cases are listed in the last section of this page.
Create OKR view
Navigate to OKRs from left navigation >> Browse tab
Click on Create view
On create view pop up select relevant filters & columns
Define the visibility of the view
Name your view and Save
Edit OKR view
Navigate to OKRs from left navigation >> Browse tab
Select relevant view that you want to edit
Click on Edit
Make necessary changes & Save
Delete OKR view
Navigate to OKRs from left navigation >> Browse tab
Select relevant view that you want to delete
Click on Delete
Confirm
OKR view details
When other users have created & shared OKR view/s, you can click on Details option to check details like who owns the view? What all filters/columns are selected, etc. You cannot edit views created by other users.
Use cases
Use cases | What filters you'd use in such case |
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From an individual user's perspective | |
My individual & team objectives not punched-in in the last 2 weeks |
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My individual & team objectives with progress % between 50%-70% |
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My objectives in ready for grading status from last objective cycle. |
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My objectives in ready for grading status |
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My objectives starting from 1st Jan 2019 and due on 31st March 2019 |
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My objectives labeled with new products, initiatives, skill development, show only 10 results on one page. |
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My individual & team objectives created for by me & updated by my manager until today. |
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Objectives in ready status those are shared with me & are owned by sales & marketing team members. |
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From the manager's/ team lead's perspective | |
Individual objectives of my direct reports updated in last month by John. |
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Objectives started on 1st Jan 2018 owned by my all direct reports with progress less than 50%. |
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KRs punched in last before one month from company objectives owned by our CEO. |
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KRs punched in today by my team members for the objectives they own at all levels. Team and individual objectives only from the current objective cycle and company objectives of the current year. |
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My team objective due on 31st Jan 2018 with progress % equal to 30%. |
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My team's ready for grading objectives at all levels with progress % below 50. |
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Team objectives created in last month |
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My team's objectives I carried forward from last objective cycle |
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From an executive's/or management team's perspective | |
Team objectives created in last month |
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Company objectives due in next week |
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Individual objectives owned by employees belong to the Sales, Marketing & Product team. |
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All product team's team level objectives carry forwarded to current objective cycle. Objectives labeled only with new products. |
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All objectives due this month with progress % below 40. |
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Company level goals due by year-end with labeled with new initiatives, assigned to HR director. |
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All individual objectives, last punched-in on 31st Dec 2018 & owned by product managers. |
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Objectives at the company level with progress % between 50-60 owned by CFO. |
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Share view links in emails, announcements, surveys, etc. |
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When you click on Export icon, selected OJR view’s data is exported to excel.
To filter down OKR views to more specifically, you can use on screen filters. Click on Filter link just beside Thumbnail view icon.
OKR views are only applicable for Link view.