This section contains step-by-step instructions on how to create Planner targets with any type:
Objective, Key Result, Initiative, Milestone, Capability, Feature, Epic, Story, Task, Bug.
Basically, all target types have the same set of attributes.
An exception is Milestones, which has Due Date instead of Period.
1. Create Target Steps
To create a new target in Planner:
Click “Create” button at the top right corner
Choose a target type (Fig.1. Drop-down with target types) → a new target form will be opened
In this form several fields will be already prefilled with data:
Owner = Current User
Unit = Previously selected Unit or Current Unit (if User creates a target for the first time)
Period:
Current Quarter in Objective and Key Result
Current Date in Initiative, Capability, Epic, Feature, Story, Task, Bug, Milestone
Fill in all other necessary fields or adjust prefilled data
Click “Create” button to save a new target
While adding tags, phases, roles you can use either existing values from the system prompt or create new values.
