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

  • Objective

  • Key Result

  • Initiative

  • Milestone

1. Create Objective

This section describes how to create an Objective.

To create an Objective:

  1. In the upper right, click Create → Create 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.

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

  1. Optional. Link the target to other targets.

  2. Click Create.

image-20240206-173912.png

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 Objective and choose Add Key Result option from the context menu (Fig. 2)
      or click Add Key Result on the Includes table (Fig. 3).

    • Or Create a new Objective, and then click Add Key Result. (Fig. 4.)

      The system opens a new line in the Includes table.

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

  3. Set Progress, Owner and Contributors.

  4. Click ✔️ or Create.

image-20240206-173410.png

image-20240206-172603.png

image-20240206-173245.png

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

    • In a New Objective, 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.

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.

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