This section contains step-by-step instructions on how to create the following Planner targets:
OKRObjective
Key Result
Initiative
Milestone
1. Create
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Objective
This section describes how to create an OKRObjective.
To create an OKRObjective:
In the upper right, click Create → Create Objective. The New OKR Objective sidebar opens.
Under New OKRObjective, in the Enter Objective field, enter the OKR Objective title.
Fill in the target information.
| Info |
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While adding tags, you can use either existing tags from the system prompt, or create custom tags. Tags are not case-sensitive and can be created in lowercase. |
Optional. Link the target to other targets.
Click Create.
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2. Create Key Result
This section describes how to create a Key Result.
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To open the sidebar to set a Key Result, do one of the following:
Click an existing OKR, Objective and then click choose Add Key Result option from the context menu (Fig. (1)2) or via Includes table (Fig. 2).
Or Create a new OKRObjective, and then click Add Key Result. (1Fig. 4.)
The system opens a new line in the Includes table.
In the Includes table, enter the Key Result name. (2)
Set Progress, Owner and Contributors.
Click ✔️ or Create.
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3. Create Initiative
This section describes how to create an Initiative.
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To create and set an Initiative, do one of the following four activities:
In the upper right of the Planner window, click Create → Create Initiative. See Fig. 1.
In the Targets panel, pause on an Initiative, and then click the + sign on the blue line. See Fig. 5.
In an existing OKR Objective or an existing Initiative, click Add Initiative. See Fig. 6.
In a New OKRObjective, click Add Initiative. See Fig. 7.
Either in the New Initiative sidebar or the Includes table, fill in the following mandatory fields:
Title of the Initiative.
Link type: Parent-Child, or Contribution.
Period: Start Date, End Date, Constraints.
Optional. To transform an Initiative into Milestone, select Is Milestone.
Click ✔️ or Create.
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