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

• Objective

• Key Result

• Initiative

• Milestone

• Capability

• Feature

• Epic

• Story

• Task

• Bug

1. Create a new target

To create a new target in Planner:

1. Click button at the top right corner

2. Choose a target type (Fig 1).

3. In the opened 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