OKR types

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OKR types

Overview

OKR types categorize objectives by scope and focus, distinguishing between company-wide, team-specific, and individual OKRs. You can also create custom types for departmental, squad, or any other type of goals.

You can use the OKR type column on the OKR Overview page to filter and view only the OKRs of a specific type.

Permissions

Only permitted users can create, edit, and delete OKR teams:

  • Jira Admin

  • In-module Admin

  • Users in roles with granted Manage OKR types permission (full team management).

Create OKR type

  1. On the Settings > OKR types page, click +Create new OKR type.

  2. Name your OKR and customize colors.

    Screenshot of creating a new OKR type in the OKR module.

Edit OKR type

  1. On the Settings > OKR types page, click triple dots () next to the OKR type you want to edit.

  2. Select Edit.

    Screenshot of the Edit and Delete buttons in the OKR module.
  3. Make changes.

  4. Save to finish the process.

Delete OKR type

  1. On the Settings > OKR types page, click triple dots () next to the OKR type you want to edit.

  2. Select Delete.

  3. Delete to confirm and finish the process.

OKR-type color inheritance

If you check the Enable the inheritance of colors from OKR types by Objective icons option, the icon of the Objectives will inherit the color of the OKR type it is assigned to. This option does not affect the color of the KR icons.

The colored Objectives are visualized on the OKR Overview and OKR Hierarchy pages.

Preview of the inherited colors on the Settings > OKR types page

Inherited colors on the OKR Overview page

Preview of the inherited colors on the Settings > OKR types page

Inherited colors on the OKR Overview page

Screenshot of the OKR icons setting in the OKR module.

 

Screenshot of the Dashboard in the OKR module.

 

 

 

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