OKR Overview

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OKR Overview

The OKR Overview page offers a comprehensive view of your company’s Objectives and Key Results in a hierarchical structure, showing how smaller goals contribute to larger ones. This flexible hierarchy can also display issues that are directly linked to their respective Key Results.

OKR Overview page.

The OKR Overview page is helpful for:

  • Monitoring progress: Track the status of objectives and key results. This is an ideal view for OKR review meetings and team planning sessions at every level.

  • Planning your team's work: Use the OKR Overview page to help prioritize and focus on the right Objectives for your team.

OKR Overview page

The OKR Overview page houses a wide range of options and features to help you create, manage, find, and track OKRs.

Visit the OKR Filters, search, and saved views page to learn more details about filtering and saving views in the OKR module.

Period filter

The Period filter narrows down the visible scope of OKRs by the selected period.

Period filter.

Filters

The filtering options under the Filters button narrow down the visible scope of OKRs by the selected filter.

First three filters under the Filters button.

Layout

The options under the Layout button are for customizing the Column layout. They also control the filtering results and the visibility of the linked Jira work items.

Column layout options.

Save as new view

The filters, search query, and column layout you apply to your current view can be saved. You can switch to the saved view whenever you need it. Saved views are global, meaning that permitted users can switch to the saved view that was created by another user from their organization.

Create new view modal.

Share current view

Share your current view with other stakeholders by sending them a dedicated URL to that view.

Share view button.

Link to box

Add existing OKRs to your box using the Link to box feature. This feature also lets you remove OKRs from a box without deleting them.

link-to-box.png

OKR Overview settings

The Overview settings provide options for:

OKR Overview settings dropdown with options.

OKR Details side panel

The Details side panel displays details for the Objective or Key Result, depending on which OKR you selected. It also lists comments associated with the selected OKR. Each user can enable or disable this panel without affecting the settings of other users.

You can also use the panel to update the OKR or access additional options.

Objective detail side panel.

Column layout

On the Overview page, the OKRs and linked issues are displayed in a tabular format, using rows and columns. You can modify the column layout in the following ways:

  • Filter data in each respective column using the options under the Filters button or directly on each column.

  • Customize the layout using options under the Layout button or by manually changing the column order.

  • Sort a column.

  • Search a column.

  • Move OKRs up and down.

OKR column layout on the Overview page.

For the linked issues to become visible, you must enable their visibility in:

  • Settings > General > switch Displaying connected issues in the OKR Overview.

  • Layout > Display settings > check Show connected Jira issues.

Context menu

Click the More actions () button next to an OKR to open additional options. This button is always visible for Objectives; it becomes visible for Key Results when you mouse over it.

OKR context menu.

 

 

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