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Set objectives

To set an objective, click on the Objectives icon on the top navigation to see the left side panel. Choose to + Add team objective if you're setting it for a group or + Add personal objective if it's your own. For each objective you define:

  1. The objective, who it's for, its time period, and any objective alignment
  2. Dependencies on other objectives or workstreams (optional)
  3. How you will measure key results

The OKR Wizard will walk you through the process of creating your OKR. Watch this short tutorial to learn more:

After writing your objective and pressing enter, a side panel opens up on the right with a couple of fields. Everything you need to fill out will already be filled, but you have the option to change what has been auto selected.

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A few fields are required* -- the objective name, time period, team to which it belongs, and the objective owner -- and the rest are optional information you and your organization may use.

  1. State your objective*: Give your objective a name and pick the team that owns the objective. Add a narrative that provides business or strategic context, or adds insight.
  2. Identify the team*: Identify which team the objective is for.
  3. Identify the owner*: Identify who on the team owns the objective.
  4. Define the time period*: Set a time period in which you want to reach the objective. OKRs are traditionally done for a quarter because it is faster, more focused and accelerates both results and learning. You can set the time period for the objective to whatever works best for you, and you can have several objectives with different time spans.
  5. Align the objective upwards: If your objective aligns upwards to one or more of your manager's OKRs, select them here.
  6. Set view permissions*: The default shows the objective to the entire organization; adjust it as needed. Copy the same permissions to each key result or metric as well, or you can set individual view permissions on each key result.
  7. Select a category (optional): Your organization can set up objective categories, which can be used to filter heatmap views or published reports. This is optional but often helpful.
  8. Add a description (optional): Include context or the story behind the objective to provide additional clarity to management and the team.
  9. Add dependencies or related workstreams: If your objective depends on other objectives or workstreams, select them here.

 

After you click “Save” you will move on in the OKR Wizard to create key results that will help you to measure the success of your objective. Learn about setting Key Results here.

If you later need to edit the objective, click the kebab icon (three dots icon) kebab icon at the end of the row in the list view, or at the top right of the objective details screen, and select Edit.

 

 

If you find you can't set objectives, make sure you have a Workboard Elite license or are currently enrolled in a trial. You can upgrade to Elite here.

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