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→ Discover what’s new, explore key improvements, and review feature name updates on the New navigation page.
→ The rollout will happen gradually, and the previous navigation will be retired in September 2026.
OKR module (NEW)
The OKR module features its own configuration and security/permission settings. Administrators and authorized users can manage these through a dedicated Settings page.
OKR module (old navigation)
About the OKR module
OKRs (Objectives and Key Results) are a goal-setting framework used by organizations to align efforts and measure progress. Objectives are qualitative, aspirational goals that describe what you want to achieve, while Key Results are quantitative metrics that track how you will measure success.
The OKR module lets you create and track your OKRs to drive focus, transparency, and accountability within teams and across your organization.
The module houses all the features and functionalities you need to set and track OKR across individual initiatives and multiple portfolios:
A holistic view of your company's Objectives, sub-objectives, and Key Results in a tree-like structure with customizable column layouts.
OKR type-level hierarchical tree-like view showing progress on specific Objectives and their respective Key Results.
Dashboard with statistics to help you assess your team's progress in achieving their OKRs.
Custom OKR types and labels.
Automated and manual OKR progress tracking. OKRS can also be visualized and tracked in the Gantt module.
The OKR module also offers highly customizable security options, including basic and advanced permission setups that allow you to customize individual users' access and actions they can perform within the module. You can also restrict your OKRs to prevent other app users from making any changes to them.
The OKR module works on any box level, meaning you can add and track OKRs created specifically for your projects, as well as programs and portfolios.
The video presents a short overview of the OKR module.
Access the OKR module
This module is available in all box types. Use the module switcher at the top and select the OKR from the dropdown to access the OKR module.
Main features
The table presents the main features of the OKR module.
Feature | Description |
|---|---|
The Overview page visualizes all the OKRs in a selected box in a hierarchical structure. You can also view issues under their respective Key Results. | |
The OKR Details side panel is part of the OKR Overview page. It displays the selected OKR’s details, progress, auto-generated updates, and comments on those updates. On this panel, you can:
| |
The OKR Details page displays all the details about the OKR, including basic info, progress, updates, and linked issues. On this page, you can also see OKR copies and add dependencies and contributions between individual OKRs. | |
The Tree view page is the default page that appears after the Objective/Key Result creation process. It lists all the OKRs created in one session and their details. | |
The Hierarchy page visualizes OKR in a family tree-like structure. Each OKR is represented as an OKR card showing basic details. | |
The Progress Dashboard displays various statistical data about your OKRs that you can use for reports and tracking. | |
You can import OKRs using the .csv file. | |
You can export OKRs to a .csv file and customize the data you want to export from the OKR module. | |
Generate a URL you can share with other stakeholders so they can see what you see in the OKR Overview. | |
Search and filter your views on the Overview, Hierarchy, and Progress Dashboard pages. | |
You can add the Objectives and Key Results columns in the Gantt module or use the predefined Objectives and Key Results column view. | |
OKRs can serve as the basis for building the structure for the tasks in the scope of a box. This can help you view, track, and align your project or portfolio tasks with the OKRs they support. |
OKR module (new navigation)
About the OKR module
OKRs (Objectives and Key Results) are a goal-setting framework used by organizations to align efforts and measure progress. Objectives are qualitative, aspirational goals that describe what you want to achieve, while Key Results are quantitative metrics that track how you will measure success.
The OKR module lets you create and track your OKRs to drive focus, transparency, and accountability within teams and across your organization.
The module houses all the features and functionalities you need to set and track OKR across individual initiatives and multiple portfolios:
A holistic view of your company's Objectives, sub-objectives, and Key Results in a tree-like structure with customizable column layouts.
OKR type-level hierarchical tree-like view showing progress on specific Objectives and their respective Key Results.
Dashboard with statistics to help you assess your team's progress in achieving their OKRs.
Custom OKR types and labels.
Automated and manual OKR progress tracking. OKRS can also be visualized and tracked in the Gantt module.
The OKR module also offers highly customizable security options, including basic and advanced permission setups that allow you to customize individual users' access and actions they can perform within the module. You can also restrict your OKRs to prevent other app users from making any changes to them.
The OKR module works on any box level, meaning you can add and track OKRs created specifically for your projects, as well as programs and portfolios.
The video presents a short overview of the OKR module.
Access the OKR module
This module is available in all box types. Use the module list on the left to access the OKR module.
Main features
The table presents the main features of the OKR module.
Feature | Description |
|---|---|
The Overview page visualizes all the OKRs in a selected box in a hierarchical structure. You can also view work items under their respective Key Results. | |
The OKR Details side panel is part of the OKR Overview page. It displays the selected OKR’s details, progress, auto-generated updates, and comments on those updates. On this panel, you can:
| |
The OKR Details page displays all the details about the OKR, including basic info, progress, updates, and linked work items. On this page, you can also see OKR copies and add dependencies and contributions between individual OKRs. | |
The Tree view page is the default page that appears after the Objective/Key Result creation process. It lists all the OKRs created in one session and their details. | |
The Hierarchy page visualizes OKR in a family tree-like structure. Each OKR is represented as an OKR card showing basic details. | |
The Progress Dashboard displays various statistical data about your OKRs that you can use for reports and tracking. | |
You can import OKRs using the .csv file. | |
You can export OKRs to a .csv file and customize the data you want to export from the OKR module. | |
Generate a URL you can share with other stakeholders so they can see what you see in the OKR Overview. | |
Search and filter your views on the Overview, Hierarchy, and Progress Dashboard pages. | |
You can add the Objectives and Key Results columns in the Gantt module or use the predefined Objectives and Key Results column view. | |
OKRs can serve as the basis for building the structure for the tasks in the scope of a box. This can help you view, track, and align your project or portfolio tasks with the OKRs they support. |