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  • Create new targets with custom fields. See Fig. 1.

  • Configure visibility of custom fields for the List View.

  • Filter data by new fields on the List View.

  • Sort data of new fields on the List View. 

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Add custom fields to the target

To add custom fields:

  1. Prepare a description taking into account the following parameters:

    • Name of the unit (If new fields need to be propagated to all units, choose the 'All units' option). 

    • Group name

    • Field name

    • Field type

    • Options for Single Select or Multi Select

    • Mandatory

    • Display for Target Types (Objective/Key Result/Initiative/Milestone) 

    • Any other conditions, that should be concerned before displaying the fields.

2. Send a request to add custom fields to Ask OKR AskOKR@epam.com