[DC] Edit an OKR
This page is about OKR for Jira Data Center. Using Cloud? Click here.
Each OKR contains a set of values and fields that can be updated at any time, including:
OKR name
Info module fields:
For objectives: Owner, Period, Start Date, Due Date, Objective, Label
For key results (KRs): Owner, Period, Start Date, Due Date, Objective, Label
Description
Current value and status (by updating the objective or KR)
KR start and target (desired) values
KR and objective update history
Connected issues and associated JQL (for auto KRs)
How to edit the OKR name
Hover over the current name. A grey background will appear.
Click anywhere within the grey area.
Once a blue border appears, you can edit the name.
Press Enter or click the check icon to save changes.
How to edit the info module fields
Owner
Click the current owner.
Type a name or use the dropdown arrow to choose from the list.
If the person isn’t listed, start typing their name and they will appear. The change is applied immediately after selection.
Period
Click the pencil icon next to the period.
Choose a new period from the list or click the + icon to create a new one.
After selecting a new period, decide whether to move all sub-items to the new period in the confirmation window.
Start date and Due date
Click the date field to open the date picker.
Select a new date and confirm by clicking the check icon.
If the selected date falls outside the current period, you may need to create a new period. Date changes do not affect the period itself.
Higher-level objective
You can update the higher-level objective (thus changing the OKR hierarchy) by clicking on the pencil icon.
Select a new parent objective from the list.
Confirm the change in the dialog window to update the OKR hierarchy.
Description
Hover over the description field until the grey background appears.
Click the area to enable editing.
Use available text-formatting tools as needed.
Press Enter or click the check icon to save.
Current value and status
Objective progress is calculated automatically based on its key results. You cannot edit the objective’s value directly.
To update progress and status:
For KRs, update the current value and status directly.
For objectives, update the status only.
KR start value and desired value
You can update the start and desired values of a KR (which you set when creating it) after clicking a pencil icon located on the progress chart.
Change the values in the new window.
Click Submit after changing the values.
The start value is the value with which you start at the beginning of the period. If you start a new project, it will most likely be a 0. For example, if you plan to reduce the number of bugs in your system from X to Y, then X will be the start value.
The desired value is the value you plan to achieve in the OKR period. If you have a binary goal (to do something or learn something), then the desired value would be either 1 or 100.
How to edit updates (Objective or KR)
Navigate to the update card on the KR or objective page.
Click the three-dot menu and select Edit.
You can change all fields except the date.
Click Post to save your changes.
How to edit connected issues
To remove connected issues from a KR:
Click the three-dot menu next to the issue list.
Select Disconnect issues.
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