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Key results are time-bound and have a start value and target value to track their progress. They can be used to indicate the amount of progress to achieve within a shorter period or to define whether you’ve met your objective at the end of the project.
Navigation
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Navigate to the project created using the OKR template. Or, to create a new project using the OKR template, click here.
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In the project, expand the Manage menu and select Key Results.
Creating a New Key Result
You can create a new Key Result in two different ways:
- Creating Key Results from the Key Results List View
- Creating Key Results from the KRs/Sub-KRs tab of the Objectives
Creating Key Results from the Key Results List View:
- Click the ADD button on the Key Result list view.
- The Details view of the Key Result appears.
- Here, select the Objective level and the Objective for which you want to add a Key Result.
- Enter the following details like:
- Key result – specify the name of your key result.
- Provide the Description field of the key result.
- Assign an owner to the key result.
- Select the Start value, Current value, and Target value for your key result. These values help understand what you want to achieve in this key result.
- Unit of Measurement – select the unit of measurement in which you want to track your start/current/target values for your key result.
- Learning Impact – Set the learning impact as High, Low, Medium, etc.
- Pilot or Losable Bet – Set the Key result as Pilot or a losable bet.
- Confidence – Set the percentage confidence to calculate the success probability for each objective.
- Once done, click the SAVE button.
Common Operations
You can perform the following operations in the list view of an objective –
- All Objectives/My Objectives—Select the All Objectives option from the drop-down list to see all the objectives. Select the My Objectives option to see the objective for which you are set as the owner.
- ADD
- Insert Rows
- Delete
- Column Settings
Creating Key Results from the KRs/Sub-KRs tab of the Objectives
- Open the Objective for which you want to create the key results.
- Click the KRs/Sub-KRs section.
- The objective has a default empty key result as its child.
- Click the Add KR card. A detailed view of the key result appears.
- Enter the mandatory details and click the SAVE button.
Once a Key result is saved, you can see the other section as mentioned below apart from the Details section –
- KRs/Sub-KRs to create Sub-key Results.
- Comments and Attachments to add the comments and support files to your key result.
- Activity Log
- System Fields
You can perform the following operations in the details section of a key result –
Related Articles
- Creating an Objective — Explains the steps to add a new objective, define ownership, set timelines, align with higher-level goals, and configure tracking settings.
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Creating a Sub-Key Result — Describes how to add sub-key results under a parent key result to break down targets into smaller measurable outcomes and track progress more effectively.
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Overview of Objective and Key Results (OKR) – Get a basic understanding of the OKR framework and how objectives and key results support goal tracking.