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This section contains step-by-step instructions on how to create the following Planner targets:

  • Objective

  • Key Result

  • Initiative

  • Milestone

  • Capability

  • Feature

  • Epic

  • Story

  • Task

  • Bug

1. Create Objective

This section describes how to create an Objective.

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  1. In the upper right, click CreateCreate Objective. The New Objective sidebar opens.

  2. Under New Objective, in the Enter Objective field, enter the Objective title. 

  3. Fill in the target information.In the opened form fill in all the necessary fields

Info

While adding tags, phases, roles you can use either existing tags values from the system prompt or create custom tags. Tags are not case-sensitive and can be created in lowercase.

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new values.

  1. Click Create.

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2. Create Key Result

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