In this article, you’ll find the following topics! Enjoy the read 😉
How to Create a Objective
To create a objective, simply click the + icon on the main page of the workspace.
Clicking the icon will open the following modal:
Once the creation pop-up is open, there are a few fields that need to be filled out:
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Objective Name: This should be filled in with the objective’s title. Keep in mind that a objective can be managed in different ways—it might represent company objectives or even personal ones.
Note: This field has a 150-character limit. -
Parties Responsible: Fill in with the users (besides yourself) who will help manage the objective! These users will have permissions to manage key results, the objective itself, and its collaborators.
Note: The modal will automatically assign the logged-in user as an owner, but this can be edited. -
Users: Similar to the Parties Responsible field, but here, users don’t have management permissions. They can only add information to the objective.
Note: Keep in mind that if a user is set as an Owner, they won’t appear in the Collaborators list, and vice versa. -
Approval of Key Result: Used to assign one or more users as responsible for evaluating whether a key result should be created and whether it has been correctly achieved. When a key result is created, it will remain pending review, and the evaluator will be notified via email.
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Objective Level: This should only be filled in if you wish to classify the objective hierarchically within the workspace.
Note: This field has a 150-character limit. -
Period: Set the expected duration of the objective.
Note: If the objective isn’t completed within the selected timeframe, it won’t impact your progress tracking. The system won’t block work on the objective outside of the selected period.
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Privacy: Defines who can view the objective. You can choose between just the collaborators and owners, or everyone with access to the workspace.
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Progress: Sets how the objective will be updated—Manual or Automatic.
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Update Reminders: Choose how often owners and collaborators will receive email notifications.
After filling in all the necessary information, click Save Objective to complete the action.
Editing a Objective
Once created, it’s possible to edit objectives later. If the user has the proper permissions, they can change the Name, Approvers, Objective Level, Progress, and Reminder.
Next to the objective’s name, click the three dots button:
This will open the following modal:
To save any changes, click the Save button.