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Update OKR

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Update OKR

On the update page, you can update the progress and status of individual OKRs as your teams work toward them. We suggest updating the KR status regularly, either weekly or monthly, to stay focused on OKRs while working on daily tasks.

You can update the following OKR details:

  • Status (for: Strategic Themes, sub-Strategc Themes, Objectives, sub-objectives, manual Key Results, auto Key Results)

  • Current value (for: manual Key Results)

Update OKR (screen)

When updating an OKR, an update screen pops up. You can enter the following data on the OKR update screen:

Strategic Theme/sub-Strategic Theme

Objective/ sub-objective

(manual) Key Result

(auto) Key Result

Strategic Theme/sub-Strategic Theme

Objective/ sub-objective

(manual) Key Result

(auto) Key Result

Strategic Theme update screen.
Objective update screen.
Key Result update screen.
auto-kr-update-screen.png

  • Date of update - The current date is automatically filled in, but you can edit it.

  • +Add time - Add time if your teams make quick progress on the KRs and the KRs are updated more than once per day.

  • Choose a status - You do not need to change the OKR status if it has not changed. The previous status, if available, will appear below.

  • Update current progress - Progress cannot be updated manually.

  • Write an update comment for others - Briefly describe the progress made and include any relevant information for others.

  • Date of update - The current date is automatically filled in, but you can edit it.

  • +Add time - Add time if your teams make quick progress on the KRs and the KRs are updated more than once per day.

  • Choose a status - You do not need to change the OKR status if it has not changed. The previous status, if available, will appear below.

  • Update current progress - Progress cannot be updated manually.

  • Write an update comment for others - Briefly describe the progress made and include any relevant information for others.

  • Date of update - The current date is automatically filled in, but you can edit it.

  • +Add time - Add time if your teams make quick progress on the KRs and the KRs are updated more than once per day.

  • Choose a status - You do not need to change the OKR status if it has not changed. If you change it, the previous status will appear below.

  • Update current value - Enter the new current value to reflect the progress.

  • Write an update comment for others - Briefly describe the progress made and include any relevant information for others.

  • Date of update - The current date is automatically filled in, but you can edit it.

  • +Add time - Add time if your teams make quick progress on the KRs and the KRs are updated more than once per day.

  • Choose a status - You do not need to change the OKR status if it has not changed. If you change it, the previous status will appear below.

  • Write an update comment for others - Briefly describe the progress made and include any relevant information for others.

Update OKR

On the OKR details panel

  1. On the OKR Overview page, click the OKR to open the details side panel.

  2. Click the Update button.

  3. An update screen appears.

  4. Enter new details on the OKR update screen.

  5. Submit to finish the process.

On the OKR details page

  1. On the OKR Overview page, click the OKR to open the details side panel.

  2. Click More actions (…) and select Details from the dropdown.

  3. On the details page, click the Update button located in the upper right corner.

  4. An update screen appears.

  5. Enter the details on the OKR update screen.

  6. Submit to finish the process.

Review the OKR status changes

On the OKR details panel

You can see the latest updates are displayed directly on the OKR details panel. If they were not previously loaded, click the Load more updates link to view them. If there are more updates that fit the screen, click the link again to review more historical changes.

OKR updates on the OKR side panel.

On the OKR details page

The OKR update appears in the Status changes section on the OKR details page. This section lists all the status changes introduced to the individual Objective, sub-objective, and Key Result. It will help during OKR review meetings and when preparing OKR reports.

OKR status changes on the OKR details page.

On the Progress Dashboard

The Progress Dashboard provides an overview of the OKRs' overall progress, highlighting recent successes and identifying OKRs that are off track or at risk. You can also review statuses over time and use the filters to track only those OKRs you are interested in.

Screenshot of the Progress Dashboard in the OKR module.

 

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