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.

1. Create Target Steps

To create a new target in Planner:

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

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

Open

Fig.1. Drop-down with target types