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To create a new target in Planner:

  1. Click image-20241002-124836.pngImage Removed “Create” button at the top right corner image-20241002-124836.pngImage Added

  2. Choose a target type (Fig.1). In the opened . Drop-down with target types) → a new target form will be opened

  3. In this form several fields will be already prefilled with data:

    1. Owner = Current User

    2. Unit = Previously selected Unit or Current Unit (if User creates a target for the first time)

    3. Period:

      1. Current Quarter in Objective and Key Result

      2. Current Date in Initiative, Capability, Epic, Feature, Story, Task, Bug, Milestone

  4. Fill in all other necessary fields or adjust prefilled data

  5. Click “Create” button to save a new target image-20241002-125700.png

Info

While adding tags, phases, roles you can use either existing values from the system prompt
or create new values.

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