Clone OKR

Overview

Cloning OKRs lets you quickly replicate existing OKRs for a new cycle or project, saving time and effort. This is especially useful when the Objectives and Key Results are similar or carry over from one period to the next.

Cloning (and rescheduling) helps maintain consistency, ensures alignment, and makes it easier to adapt to previous goals without starting from scratch. It also promotes efficiency and reduces the risk of errors when setting new OKRs.

Clone OKR

You can clone OKR on the following pages:

On the OKR Overview page

1. On the OKR Overview page, click More actions (…) next to the OKR.

2. Select Clone objective/ Clone key result.

   Open

   

3. Clone Objective/ Clone Key result screen appears.

4. Fill in the details.

5. Click the Clone Objective/ Clone Key result button to finalize the process.

On the OKR details side panel

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

2. On the panel, click More actions (…).

3. Select Clone objective/ Clone key result.

   Open

   

4. Clone Objective/ Clone Key result screen appears.

5. Fill in the details.

6. Click the Clone Objective/ Clone Key result button to finalize the process.

On the OKR details page

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

2. On the panel, click More actions (…).

3. Select Details.

4. On the OKR details page, open the dropdown under More actions (…).

5. Select Clone objective/ Clone key result.

   Open

   

6. Clone Objective/ Clone Key result screen appears.

7. Fill in the details.

8. Click the Clone Objective/ Clone Key result button to finalize the process.

On the Tree view page

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

2. On the panel, click More actions (…).

3. Select Edit tree.

4. On the Tree view page, click More actions (…).

5. Select Clone Objective/ Clone Key result.

   Open

   

6. Clone Objective/ Clone Key result screen appears.

7. Fill in the details.

8. Click the Clone Objective/ Clone Key result button to finalize the process.

Clone OKR (screen)

You can enter the following data on the Clone OKR screen:

Objective/ Sub-objective	Key Result

Objective/ Sub-objective	Key Result
Open	Open
Select a new parent for this objective - Assign a new parent to the cloned Objective/ sub-objective. By default, the cloned sub-objective will have the same parent Objective as the original one. You can leave it as it is or select another Objective. If you are not sure which Objective to assign yet, select Remove current objective from the dropdown. This will make the Objective you are cloning a top-level one. You can edit it and add a new parent later.	Select a new objective for this KR - Assign a new parent to the cloned Key Result. You cannot create or clone a Key Result without an Objective, so you must select an Objective first.
Select a period - Choose the new period from the list or click Set as parent to clone the Objective to the same period as the selected parent Objective.	Select a period - Choose the new period from the list or click Set as parent to clone the Key Result to the same period as the selected parent Objective.
History of updates - Choose whether you want to clone the history of updates along with the Objective. This option is useful when you want to continue working on an Objective from another period and keep all the context. You can clear the history later if you no longer need it.	History of updates - Choose whether you want to clone the history of updates along with the Key Result.
Contributing items - Choose whether to clone individual Key Results and sub-objectives. Their progress history will be copied based on the settings of the Objective you are cloning.