Edit OKR

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Edit OKR

You can modify the details of Strategic themes, sub-themes, Objectives, sub-objectives, and Key Results on the fly.

Edit OKR field

Similar to Jira fields, OKR fields can be edited inline. To edit a field value, click it and enter a new value. Depending on the field type, you can:

  • Enter a value manually (Text, Number)

  • Select a value from the dropdown (Select, Multiselect)

  • Use a date picker to specify the value (Date)

Some OKR updates must be completed in a separate modal window.

NOTE You cannot add/change the parent and edit OKR details of a closed OKR. Also, after selecting a new period for the parent OKR, you will be asked whether you want to move all child OKRs to the new period as well.

Field name

Field type

Where can you edit it?

Notes

 

Name/Summary

Text

 

Description

Text

 

Period

Date

 

Owner

Select

 

Teams

Multi-select

 

Labels

Multi-select

 

OKR type (excluding Strategic theme)

Select

 

Progress

Number

Overview page:

  • Inline edit opens a separate modal.

OKR Details page:

  • The Update progress button opens a separate modal.

OKR Details panel:

  • The Post an update button opens a separate modal.

Status

Select (opens a separate modal)

Overview page:

  • Inline edit opens a separate modal.

OKR Details page:

  • The Update progress button opens a separate modal.

OKR Details panel:

  • The Post an update button opens a separate modal.

Collaborators

Multi-select

 

Expected start date

Date

 

Expected end date

Date

 

Parent

Select

OKR Details panel:

  • Inline edit opens a separate modal.

Custom field

Text, Number, Select, Multiselect, User, Date (depending on the field configuration)

 

Examples:

A dropdown for the Teams field.
A multi-select dropdown for the Teams field on the Overview page.
Date picker on the OKR Details page.
A date picker for the Expected start date field on the OKR Details page.
Description text field on the OKR Details side panel.
A text box for the Description field on the OKR Details side panel.