This section describes target types and types of relations between targets in the Planner application.
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1. Types of Targets
There are four several types of targets in the Planner application: OKR, Key Result, Initiative, and Milestone, which allow you to plan and manage projects with greater flexibility and detail.
Type of target | Description | Example |
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OKR
Objective | Ambitious, qualitative descriptions of what you want to achieve. Answers the question: Where do we need to go to achieve the desired goal? Should be:
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Increase |
the company revenue by 10% in the next two quarters |
Key Result |
Set of metrics that measure your progress towards the objective. Answers the question: How do I know that I am getting to Objective? The key result can be measured by |
the per cent or quantity of something. |
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Initiative |
Small goal or a specific action you need to do |
to achieve a small goal (other Initiative), Key Result or bigger goal ( |
Objective).
| Perform regression testing to identify critical errors. | ||
Milestone |
Scheduled end date, when the planned goals and results are to be achieved.
| Release on Prod | ||
Capability | Activity or ability that enables an organization to achieve specific goals or objectives | Financial Management | |
Epic | Large amount of work that encompasses multiple smaller work items, known as Features, Stories, or Tasks, which collectively contribute to a significant aspect of a project. Epics often represent high-level objectives or significant deliverables and are broken down into manageable parts that can be completed over several iterations or sprints | User Account Management | |
Feature | High-level functionality or service that delivers significant value to the end user. It represents a set of capabilities that fulfill specific user needs and is often a part of a larger product or system | User Authentication | |
Story | Simple and concise description of a functionality from the perspective of the end user. It captures who the user is, what they want to achieve, and why it is important. The structure of User Story is: As a <User> I want to <description of an action or a possibility> so that <purpose/desired outcome> | As a user, I want to reset my password so that I can regain access to my account if I forget my password. | |
Task | Specific piece of work that needs to be completed to accomplish a Story, Feature, or Bug. |
Tasks are usually assigned to team members and have more detailed steps or instructions | Design password reset UI: Create wireframes and design the user interface for the password reset functionality, ensuring it is user-friendly and accessible | |
Bug | Error, flaw, or unintended behavior in the software that needs to be fixed. Bugs can affect usability, performance, security, or other aspects of the application | Password reset link not working: When users click the password reset link in the email, they are redirected to a 404 error page instead of the password reset form |
Here’s how you can use them:
Strategy: Continue to set and track your objectives, key results, and initiatives.
Roadmap: Plan long-term capabilities and break them down into epics, features, and milestones to get a clear overview of your project’s progress and dependencies.
Delivery: Manage day-to-day tasks, user stories, and bug fixes to ensure smooth project execution.
2. Types of Relationships
In the Planner application, there are two types of links.relationships:
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Type of Link | Description |
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Type of Relationship
How to Use | |
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Parent-Child |
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Parent-Child
Dependencies (Time Dependencies)
Soft link
Targets are independent on each other.
Change of one target doesn't lead to the change in the other connected targets.
This type shows that the work for achieving common results is performed at the same area.
Contribution (Contributes by)
Contributes to
2.1 Hard Link
This section describes types of relationship for a hard link in more details.
2.1.1 Parent-Child Relationship
This type of relationship is available for OKR → Key Result, Initiative → Initiative, Milestone → Initiative, and Initiative → Milestone.
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The parent-child relationship can be applied to the targets that belong to the same unit. |
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Constraints of parent-child relationship
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Dependencies (Start/Finish) |
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2.1 Parent-Child
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Constraints of the parent-child relationship:
An Objective target cannot have a parent target. Only Key Results can be children to an Objective.
A Key Result target cannot have child targets.
Initiatives and Milestones can have as many nested levels of targets as you need. Each parent target inherits the progress of child targets.
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The parent-child relationship can be applied to the targets that belong to the same unit. |
2.1.
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1 Dependencies (
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Start/Finish)
There are four-time dependencies:
Dependency | Description |
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Finish to start | The linked target must be started |
on the same day when the main target is finished | |
Start to finish | The linked target must be finished |
on the same day when the main target is started | |
Finish to finish | Both linked targets must be finished |
on the same day | |
Start to start | Both linked targets must be started |
on the same day |
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When you move a target that have has any time dependencies, the system moves linked targets in order to save the correct time dependency. |
2.2 Soft Link
This section describes types of relationship for a soft link in more details.
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Both the Contribute To and Contribute By types of relationship are available for targets in different units. |
2.2.1 Contributes To Relationship
The Contributes To type of relationship is available for such types of targets as:
OKR → OKR;
Initiative or Milestone → OKR, Key Result, Initiative, Milestone.
This type of relationship shows, that the target you try to link with others, contributes to the achieving results that planned in the linked targets.
Example: You have the target "To set advertising campaign to attract a new audience" and it contributes to the target "To increase the number of active users by 30%".
2.2.2 Contributes By Relationship
The Contributes By type of relationship is available for such types of targets as:
OKR ← OKR, Initiative;
Key Result ← Initiative or Milestone;
Initiative or Milestone ← Initiative or Milestone.
This type of relationship shows, that the target you try to link with others, gets contribution in its results from the linked targets.
The Contributes By type of relationship is opposite to the Contributes To type.
3. Color Indication of Gantt Chart
The Planner Gantt chart uses four colors to display status and progress of the workflow targets.
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Status Name and Color
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Description
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Status Name and Color
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Description
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GRAY
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NOT STARTED
The target doesn't have a progress and and its start date is in the future
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GREEN
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ON TRACK
The target has a progress and it goes according to the plan
OR
COMPLETE
The target is accomplished and the progress is 100%
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ORANGE
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AT RISK
Displays an incomplete target (it may have progress or not) but it goes slightly not according to plan
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RED
OFF TRACK
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