Editing OKRs

Owned by Derya Özdemir
Last updated: Mar 26, 2024 by Derya Özdemir
4 min read

This page is about OKR for Jira Cloud. Using Data Center? Click here.

This document provides instructions on how to edit the OKR name, information in the info module, description, current value and status, KR start and desired values, updates, and connected issues.

Editable Information

You can modify the following elements of your OKRs:

  • OKR Name

  • Information in the info module:
    Objective – Owner, Collaborators, Period, Start Date, Due Date, Objective, Label, Team, OKR Type, weight
    KR – Owner, Collaborators, Period, Start Date, Due date, Objective, Label, Team, OKR Type, weight

  • Description

  • Current Value and Status (by updating the KR or objective)

  • KR Start Value and Desired Value

  • Each Update's Information

  • List of Connected Issues + JQL (for auto KRs)

Editing the OKR Name

  1. Hover over the current name until a grey background appears.

  2. Click anywhere in the grey area.

    image-20240114-150603.png

  3. Modify the text within the blue border.

  4. Confirm the change by pressing Enter or clicking the check icon.

    image-20240114-150648.png

Editing Information in the Info Module

  • Owner:

  1. Click on the current owner.

  2. Select a new owner from the list, or start typing their name. After selecting the new person, the owner changes immediately.

    image-20240114-150928.png

  • Period:

  1. Click the pencil icon.

  2. Choose a new period from the list or create one using the + Create new period… option.

    Screen Shot 2024-01-14 at 18.11.29.png

  3. After choosing a new period, decide if you want to move all sub-items to the new period as well:

    Screen Shot 2024-01-14 at 18.12.31.png

  • Start Date and Due Date:

  1. Click the currently set date. A date picker opens.

    Screen Shot 2024-01-14 at 18.17.36.png

  2. Select a new date and confirm with the check icon.

If the chosen date doesn’t match the current period, you must create a new one. Changing the dates doesn’t update the period dates.

  • Higher-Level Objective:

  1. Click the pencil icon.

    Screen Shot 2024-01-14 at 18.20.09.png

  2. Select a new objective from the list and confirm the action in the upcoming window. After confirming, the structure will be changed.

  • Editing the Description:

  1. Hover over the description area and click on the grey background.

    image-20240114-160915.png

  2. Edit the text using the text-formatting tools.

  3. Confirm the change by pressing Enter or clicking the check icon.

Current value and status

You can set a new current value and a status by updating the KR and a new status by updating the objective. The current value of the objective is calculated based on the progress of all sub-items, so you can’t edit it.

Read the articles below to better understand updating an OKR.

Updating a KR

Updating an Objective

Editing KR Start Value and Desired Value

  1. To update the start and desired values of a KR (which you set when creating it), open the key result you want to edit.

  2. Click the pencil icon on the progress chart.

    image-20240114-163615.png

  3. Modify the values in the window and click Save.

    Screen Shot 2024-01-14 at 19.39.35.png

Start value – 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 instance, if you plan to reduce the number of bugs in your system from X to Y, then X will be the start value.
Desired value – The value you plan to achieve in the OKR period. If you have a binary goal (to do or to learn something), then the desired value would be either 1 or 100.

Editing Updates on the KR page and objective page

  1. To edit an update, click the three-dots menu on the update’s card.

    Screen Shot 2024-01-14 at 19.47.25.png

  2. Click Edit.

  3. Change any data (except the date) and click Save.