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Create Key Result
What is a Key Result?
In the context of OKR (Objectives and Key Results), a Key Result (KR) is a measurable outcome that tracks progress toward achieving an Objective or sub-objective. It defines how success will be measured and provides a way to assess if the objective has been accomplished.
Key Result attributes
In the OKR module, a Key Result has the following attributes (the attributes marked with an asterisk* are mandatory to provide during the Key Result creation process):
Name* - Give a descriptive name for the Key Result contributing toward achieving the Objective.
Description - Provide a brief description of the Key Result for your stakeholders.
Link work items - Link Jira work item(s) associated with the Key Result.
Progress - Decide how you want to track the KR's progress (update it manually or have it automatically calculated based on the status of the linked work items).
Measure as (Update manually) - From the dropdown, choose the Numeric, Percentage, or Currency value (USD ($), EUR (€), GBP (£), BRL (R$), CHF (CHf), IDR (Rp), INR (₹)).
Current (Update manually) - Define the current value of the “Measure as” unit you start at the beginning of the period. If you start a new project, it will most likely be a 0.
Target (Update manually) - Define the value you plan to achieve over the OKR period.
The Measure as, Current, and Target options are only available when you set your KR to Update manually. Key Results set to Linked to work items are tracked by the number of Jira work items completed and come with no extra attributes.
Period* (Expected start and Expected end) - Select one of the pre-defined periods from the dropdown or create a custom one. Once you select the period, the start/end dates are filled in automatically.
Type - Select one of the pre-defined Objective types (Company, Personal, Team) or create a custom one.
Owner* - The Objective Owner is filled automatically, but you can edit it.
Collaborators - Add other people who are involved in achieving the Objective.
Teams - Add team(s) associated with the objective.
Labels - Add label(s) to find the Objective faster.
Contribution (sub-objective) - Define a contribution % that reflects how much a given sub-objective contributes to its parent Objective's progress upon full completion. By default, all OKRs under the same Objective equally share the contribution, but you can edit their individual values.
Key Result attributes on the Key Result creation screen. |
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Create a Key Result
You can create a Key Result for your Objective or sub-objective directly on the OKR Overview page or on the Task tree page.
While you are on the Create new Key Result screen, you can restrict its visibility from selected users.
On the OKR Overview page
On the OKR Overview page, click More actions (…) next to the Objective.
Select Add sub-objective.
On the Create Key Result screen, fill in the KR details (attributes).
Save to complete the process.
On the Tree view page
On the OKR Overview page, click More actions (…) next to the Objective.
Select Edit tree.
On the Tree view page, click the plus (+) button.
Select Add key result.
On the Create sub-objective screen, fill in the sub-objective details (attributes).
Click the Finish & go back to complete the process.
On the Tree view page, you can generate Key Results ideas and create them in one go with the help of the OKR AI (Suggest key results option).
On the Objective details side panel
On the OKR Overview page, click the Objective to open its details on the side panel.
On the panel, click More actions (…).
Select Add key result.
On the Create sub-objective screen, fill in the sub-objective details (attributes).
Save to complete the process.
On the Objective details page
On the OKR Overview page, click the Objective to open its details on the side panel.
On the panel, click More actions (…).
Select Details.
On the Objective details page, scroll down to the Alignment section.
Under the Alignment, click the +Add button.
Select Key result.
Alternatively, switch to the Key results tab under the Alignment and click the Create new key result button.
On the Create sub-objective screen, fill in the sub-objective details (attributes).
Click the Finish & go back to complete the process.