Customize OKR layout | Objectives and Key Results | Zoho Sprints Help

Customize OKR layout

The Objectives and Key Results creation form is composed of fields that help capture the details that need to be recorded. Zoho Sprints offers a default layout for both Objectives and Key Results. However, you can customize the default layout with all the required fields. This enables you to include additional fields apart from the default fields. So, you can introduce custom fields into the form's layout based on your requirement. After you've customized the layout, your default layout will display the newly added custom fields along with the default fields.

Benefits

  1. Build a custom creation form with custom fields.
  2. Enhance the type of data that you have in your OKR's.
  3. Use the various options available for custom fields to capture unique data types.
  4. Introduce sections to categorize the fields into subheadings.

Default section in layouts   

The following fields are part of the default section:
  1. Owner (available only for Objectives layout)
  2. Assignee
  3. Start Date
  4. End Date
  5. OKR Status
  6. Associated Projects
  7. Title
  8. Parent Objective
  9. Weightage
  10. Description 
In addition to the above fields, the below fields will be available only for the Key Results layout.
  1. Value Unit
  2. Initial Value
  3. Final Value
  4. Current Value
Notes
 These fields cannot be deleted from the layout because they help capture crucial information about the objective and key result. 

Customize default layout 

Default layout of Objective and Key Result can be customized to meet your requirements. You can edit the layout and include new fields to the layout. However, please note that the default fields cannot be modified or deleted. Drag and drop the required fields from the New Fields tray or reuse existing fields from the Existing Fields tray.  
  1. Click the gear icon in the top-right corner to navigate to the Settings page.
  2. Go to Custom Layouts under Customization.
  3. Select OKR

  4. Click the required layout on the listing page. The layout edit window will appear.
  5. Add new fields from the New Fields tray or reuse existing fields from the Existing Fields tray.
  6. Click Save or Update to save the changes. 
Alert
Feature behavior:
  1. Default layouts of OKR cannot be deleted.
  2. Utilize the default OKR layouts to customize the fields. Creation of new layout and cloning isn't active for OKRs to ensure alignment across teams.

Notes
Note:
  1. Only users with permission to Manage Custom Fields for OKR can customize the OKR layout. Learn about customizing profile permissions. 
  2. This feature can be accessed if you are in a plan that supports OKR and custom layouts.



        Create. Review. Publish.

        Write, edit, collaborate on, and publish documents to different content management platforms.

        Get Started Now


          Access your files securely from anywhere

            Zoho CRM Training Programs

            Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.

            Zoho CRM Training
              Redefine the way you work
              with Zoho Workplace

                Zoho DataPrep Personalized Demo

                If you'd like a personalized walk-through of our data preparation tool, please request a demo and we'll be happy to show you how to get the best out of Zoho DataPrep.

                Zoho CRM Training

                  Create, share, and deliver

                  beautiful slides from anywhere.

                  Get Started Now


                    Zoho Sign now offers specialized one-on-one training for both administrators and developers.

                    BOOK A SESSION







                                Quick LinksWorkflow AutomationData Collection
                                Web FormsEnterpriseOnline Data Collection Tool
                                Embeddable FormsBankingBegin Data Collection
                                Interactive FormsWorkplaceData Collection App
                                CRM FormsCustomer ServiceAccessible Forms
                                Digital FormsMarketingForms for Small Business
                                HTML FormsEducationForms for Enterprise
                                Contact FormsE-commerceForms for any business
                                Lead Generation FormsHealthcareForms for Startups
                                Wordpress FormsCustomer onboardingForms for Small Business
                                No Code FormsConstructionRSVP tool for holidays
                                Free FormsTravelFeatures for Order Forms
                                Prefill FormsNon-Profit

                                Intake FormsLegal
                                Mobile App
                                Form DesignerHR
                                Mobile Forms
                                Card FormsFoodOffline Forms
                                Assign FormsPhotographyMobile Forms Features
                                Translate FormsReal EstateKiosk in Mobile Forms
                                Electronic Forms
                                Drag & drop form builder

                                Notification Emails for FormsAlternativesSecurity & Compliance
                                Holiday FormsGoogle Forms alternative GDPR
                                Form to PDFJotform alternativeHIPAA Forms
                                Email FormsFormstack alternativeEncrypted Forms

                                Wufoo alternativeSecure Forms

                                TypeformWCAG

                                  Zoho FSM Video Tutorials


                                        All-in-one knowledge management and training platform for your employees and customers.

                                                  Create. Review. Publish.

                                                  Write, edit, collaborate on, and publish documents to different content management platforms.

                                                  Get Started Now




                                                                    You are currently viewing the help pages of Qntrl’s earlier version. Click here to view our latest version—Qntrl 3.0's help articles.




                                                                        Manage your brands on social media


                                                                          • Desk Community Learning Series


                                                                          • Digest


                                                                          • Functions


                                                                          • Meetups


                                                                          • Kbase


                                                                          • Resources


                                                                          • Glossary


                                                                          • Desk Marketplace


                                                                          • MVP Corner


                                                                          • Word of the Day


                                                                          • Ask the Experts


                                                                            Zoho Sheet Resources

                                                                             

                                                                                Zoho Forms Resources


                                                                                  Secure your business
                                                                                  communication with Zoho Mail


                                                                                  Mail on the move with
                                                                                  Zoho Mail mobile application

                                                                                    Stay on top of your schedule
                                                                                    at all times


                                                                                    Carry your calendar with you
                                                                                    Anytime, anywhere




                                                                                          Zoho Sign Resources

                                                                                            Sign, Paperless!

                                                                                            Sign and send business documents on the go!

                                                                                            Get Started Now




                                                                                                    Zoho TeamInbox Resources





                                                                                                              Zoho DataPrep Demo

                                                                                                              Get a personalized demo or POC

                                                                                                              REGISTER NOW


                                                                                                                Design. Discuss. Deliver.

                                                                                                                Create visually engaging stories with Zoho Show.

                                                                                                                Get Started Now








                                                                                                                                    • Related Articles

                                                                                                                                    • Customize meeting layout

                                                                                                                                      The meeting creation form is composed of fields that help capture the meeting details that you need recorded. Zoho Sprints has a predefined standard layout that is applied by default. However, the form comes with a customizable layout. This enables ...
                                                                                                                                    • Customize timesheet layout

                                                                                                                                      The log creation form is composed of fields that help capture the timesheet details that you need recorded. Zoho Sprints has a predefined standard layout that is applied by default. However, the form comes with a customizable layout. This enables you ...
                                                                                                                                    • Customize release layout

                                                                                                                                      The release creation form is composed of fields that help capture the release details that you need recorded. Zoho Sprints has a predefined standard layout that is applied by default. However, the form comes with a customizable layout. This enables ...
                                                                                                                                    • Customize profile permissions

                                                                                                                                      Customizing the permissions of a profile provides you with the ability to control the access levels of your users. You can tailor each profile to ensure that the users associated to a particular profile only possess the level of accessibility that is ...
                                                                                                                                    • Customize item cards

                                                                                                                                      Card view customization in Zoho Sprints enables you to define the layout of your work item card. The display of work items in your sprint board comes with view options that allow you to tweak the elements that are included in each view. The detail ...
                                                                                                                                      Wherever you are is as good as
                                                                                                                                      your workplace

                                                                                                                                        Resources

                                                                                                                                        Videos

                                                                                                                                        Watch comprehensive videos on features and other important topics that will help you master Zoho CRM.



                                                                                                                                        eBooks

                                                                                                                                        Download free eBooks and access a range of topics to get deeper insight on successfully using Zoho CRM.



                                                                                                                                        Webinars

                                                                                                                                        Sign up for our webinars and learn the Zoho CRM basics, from customization to sales force automation and more.



                                                                                                                                        CRM Tips

                                                                                                                                        Make the most of Zoho CRM with these useful tips.



                                                                                                                                          Zoho Show Resources