Available Plans: Feature is available in Premier and Zoho One

Note

1. Users with access to workspace settings can enable or disable the OKR module.
   
2. You can enable or disable user access to OKR by defining profile-based permissions.

Create objective

1. Sign in to your Zoho Sprints workspace.
2. Click OKR available on the left navigation panel. The OKR board will appear. 
   
   
3. Click the +Objective button or click the Create button and select Objective from the dropdown. The creation form will appear.
4. Enter Title for the objective.
5. Select a Parent Objective if you want to associate this objective with an existing objective.
6. Enter a Description for the objective.
7. Select a Start and End Dates.
8. Select an Owner for the objective.
   
9. Select the required User Group to be associated with the objective.
10. Select users to be assigned to the objective.
11. Select Status of the objective as Active, Achieved, or Abandoned.
    
    
12. Click the Create button. The Objective is listed on the OKRs board.

Note: You can also create an child objective from the objectives listed on the OKR board. Hover over the objective and click the +Objective link. The creation form will appear.

Create key result

1. Sign in to your Zoho Sprints workspace.
2. Click OKR available on the left navigation panel. The OKR board will appear.
3. Click the Create button. 
   
   
4. Select Key Result from the dropdown. The creation form will appear.
5. Enter Title for the objective.
6. Select a Parent Objective. It is mandatory for all key results to be associated with a parent objective.
7. Enter a Description for the key result.
8. Select a Start and End Dates.
9. Select an Owner for the key result.
   
10. Select the required User Group to be associated with the key result.
11. Select users to be assigned to the key result.
12. Select a Unit of measure.
1. Number: Selecting Number as unit allows you to capture progress using initial and final numeric values
2. Boolean: Selecting Boolean as unit allows you to capture progress using true or false boolean values
13. Set the Initial Value to denote the starting position of the key result.
14. Set the Final Value to denote the completion point of the key result.
15. Set the Current Value to denote the present position of the key result.
16. Select Status of the objective as Active, Achieved, or Abandoned. 
    
    
17. Click the Create button. The Objective is listed on the OKRs board.

Note: You can also create a key result from the objectives listed on the OKR board. Hover over the objective and click the +Key Result link. The creation form will appear.

Update objectives

1. Click OKR available on the left navigation panel. The OKR board will appear.
   
2. Select the required Duration. The OKRs listed for that duration will appear. 
   
   
3. Click the required Objective. The objective details page will appear with the following tabs:
1. Details tab: View and update details like status, owner, start and end dates, and assignees.
2. Dashboard: View progress charts based on completion percentages and count of OKRs within that objective. 
   
   
3. Child Objectives and Key Results: View and access child objects and key results for the selected objective and add child objects and key results here.
4. Description: View and update the objective's description.
5. Linked Entities: Add and associate work items, projects, sprints, releases, epics, and kanban board to the selected objective.
   
6. Comments: Add comments, respond to comments, and react to comments.
7. Attachments: Upload relevant files as attachments.
4. Make the required changes.
5. Click the Update button. The changes will be saved.
   

Linked entities

Linked entities facilitate mapping the relevant items, projects, releases, epics, and board with the respective objective or key result for easy monitoring.

1. Add new work items and associate existing work items to the selected objective or key result. You can manage the OKR-related items here.
   
2. Add new entities and associate entities like projects, sprints, releases, and epics in cases of a scrum project.
   
3. Add new board and associate existing board in case of a kanban project.
   

Update key results

1. Click OKR available on the left navigation panel. The OKR board will appear.
2. Select the required Duration. The OKRs listed for that duration will appear.
3. Click the required Key Result. The key result details page will appear with the following tabs:
1. Details tab: View and update details like status, owner, start and end dates, and assignees.
2. Description: View and update the key result's description.
3. Linked Entities: Add and associate work items, projects, sprints, releases, epics, and kanban board to the selected objective.
4. Comments: Add comments, respond to comments, and react to comments.
4. Make the required changes.
5. Click the Update button. The changes will be saved.

Filter OKRs

1. Go to the OKR board.
2. Select the required Duration. The OKRs for that duration will appear.
3. Click the filter icon at the top.
4. Select Quick or Custom filter.
5. Select built-in filter criteria or define your custom criteria.
6. Apply the filter to view the work items matching that filter criteria.
   

Export OKR board

Note:

1. You can apply filters to export select data.
2. You can access the exported file in Export History.
3. You can copy data to clipboard and paste it on a spreadsheet for a tabular view.

1. Go to the OKR board.
2. Select the required Duration. The OKRs for that duration will appear.
3. Click the ellipsis icon at the top. 
   
   
4. Select the Export option from the dropdown. The Export Filter will appear.
5. Select the required file format.
6. Define grouping if necessary.
7. Select the fields that need to be exported.
8. Specific Recurrence Type to set up scheduled exports.
9. Enable Header to assign the field names as headers for the columns.
10. Select the filters that need to be applied or create custom filters. Learn more.
11. Click the Apply & Export button. The export will be initiated.
12. Click the ellipsis icon and select Export History in the projects menu. The exported file will be available in the Completed Export tab.
1. Completed Export lists the Date, Time, and File Name of your export. View the export details and, if applicable, the recurrence details of the file.
2. Active Export lists all the files that are active and scheduled for export.
13. Click the file or the Download icon to download the file.
    

Delete objective or key result

1. Select the required Duration. The OKRs listed for that duration will appear on the board.
2. Click the required Objective or Key Result. The object or key result details page will appear.
3. Click the Delete icon on the right navigation bar. A confirmation pop-up will appear.
4. Click the Delete button. The objective or key result will be deleted.

Set profile permission

Note: Only users with a profile that enables view permission to OKR will be able to access that module.