OKR goal management
Set quarterly and annual goals, then manage progress with the numbers that matter.
OKR basics
- Objective (O) — the large outcome you want to reach. A written sentence that sets direction and motivation
- Key Results (KR) — quantified results that measure success. 1–5 recommended
- Progress — a KR's progress is its current value ÷ its target value (capped at 100%), and the Objective's progress is the average of those, calculated automatically. It reaches 100% only when every KR has reached its target
- Progress bar color — 100% is achieved (green), 70% and above is on track (blue), 40% and above is at risk (orange), and anything lower is off track (red). Canceled goals and goals without KRs get no color
Create a goal
Open the Goals page
Select Goals in the project sidebar. When there are no goals yet, you see example cards such as Revenue growth and Improve user metrics, and an Add your first goal button. Members and above add goals, and read-only access (Viewer) can only look.
Add your first Objective
Use Add your first goal, or Add goal at the top right, to open the new goal window and set a title and a period (Q1, Q2, Q3, Q4, H1, H2, Year, or Custom). If you choose Custom, enter a start date and an end date as well.
Add Key Results
Click Add key result on the goal card and enter a title, a target value, and a unit (people, %, items, and so on). The target value and unit are filled in as 100 and %, so change them if you need to. The current value starts at 0.
Link tasks
Open the link icon (Linked tasks) on a KR row and use Link task to find a task of this project by its title or number and attach it. Once linked, the KR row shows how many linked tasks are done out of the total, counting tasks that sit in a Done column. You can unlink a task as well.
Update progress
Update the current value
Click Update progress on a KR row, enter the current value, and click Save. The progress bar and the Objective's overall progress update immediately. The history icon (Progress history) on the same row shows who changed the value and how, with dates.
Switch status
In the ⋯ menu at the top right of an Objective card, choose In progress, Done, or Canceled under Goal status. The status badge on the card only shows the current status. You can delete the goal from the same menu, and deleting it removes its key results too.
Filter by period
The filter at the top lists All and only the periods that have goals, each with a count. Pick a period to see only that period's goals.
Paid plan feature
Creating OKR goals requires Storage 20GB, Storage 100GB or Lifetime. Active goals are limited to 30 per project on each of them. After downgrading, existing goals remain readable and editable; new goals, key results and goal reactivation require a paid plan.