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Edit objectives & Key Results

If you need to edit an objective, simply click the three dots icon (kebab menu) kebab icon at the end of the row in the My Objectives list view, or at the top right of the objective details popup, and select Edit.

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To edit the objective title, click on the text box and made edits as needed. Click the checkmark icon to save.

To change the timeframe, team, owner, view permissions, alignment, or dependencies, press the pencil icon next to the name of the objective.

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To edit a key result, select the pencil icon next to the name of the result. A side panel will open and you can adjust the target value, owner, and other attributes.

If you change your mind about how to update a key result (via an individual contributor, workstream, integrated business data system, and so forth) you can click the change data source type button. The result name and target information will be transferred to the new result. (Note that data from prior updates will not be carried over if the source is changed).

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Deleting OKRs

To delete an objective, click the three dots icon (kebab menu) kebab icon at the end of the row in the My Objectives list view, or at the top right of the objective details popup, and select Delete.

 

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