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

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OKR

Objective, Key Result

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, Initiative

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Milestone

1. Create OKR

This section describes how to create an OKR.

To create an OKR:

1. In the upper right, click Create → Create Objective. The New OKR sidebar opens.

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

3. Fill in the target information.

1. Optional. Link the target to other targets.

1. Click Create.

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2. Create Key Result

This section describes how to create a Key Result.

To create a Key Result:

1. To open the sidebar to set a Key Result, do one of the following:

   • Click an existing OKR, and then click Add Key Result. (1)

   • Create a new OKR, and then click Add Key Result. (1)

     The system opens a new line in the Includes table.

2. In the Includes table, enter the Key Result name. (2)

3. Set Progress, Owner and Contributors.

4. Click ✔️ or Create.

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3. Create Initiative

This section describes how to create an Initiative.

To create and set an Initiative:

1. 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 or an existing Initiative, click Add Initiative. See Fig. 6.

   • In a New OKR, click Add Initiative. See Fig. 7.

2. 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.

3. Optional. To transform an Initiative into Milestone, select Is Milestone.

4. Click ✔️ or Create.

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4. Create Milestone

This section describes how to create a Milestone. 

To call the sidebar to create a Milestone:

1. In the upper right of the Planner window, click Create → Create Milestone. See Fig. 1.

2. Fulfil all the necessary fields. 

3. Click Create.

, Milestone, Capability, Feature, Epic, Story, Task, Bug.

1. Create Target Steps

To create a new target in Planner:

1. Click “Create” button at the top right corner Image Added

2. Choose a target type (Fig.1. 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 Added

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