OKRs in Zoho Sprints: Set your goals with us!

OKRs in Zoho Sprints: Set your goals with us!

Objectives and Key Results (OKRs) are a goal management framework used by organizations to define strategic goals as objectives and track the outcomes with key results. Whether you are an upcoming startup or a seasoned business, setting objectives helps you envision the organization’s future goals, stay on track, and monitor the progress throughout.
 
Objectives are organization-level goals, which your teams are expected to achieve. They should be concise, coherent, inspirational, and also achievable.
 
Key Results are the measurable targets with actionable steps that help the business progress towards the objective.
 
Agile and OKR align closely to set and achieve long-term business goals. Zoho Sprints, acknowledging the need for organizations to foster goal alignment, supports OKR so you can create new objectives and key results, and map them to active items in your projects.
 
Let’s consider a business scenario where implementing OKR contributes to a company's progress.
 
An instant delivery service aims to thrive among strong competitors and gain more customer trust. Here’s a sample set of objectives and key results they define using Zoho Sprints.
 

 
In the above objective, the first three key results are trackable with numbered metrics, whereas the other two key results require boolean units. Zoho Sprints allows you to map items to key results, helping you create actionable steps to achieve your goal.

OKR dashboards are designed to help you gain insights on the progress of the overall OKRs. You can select the duration to filter results and view the current status, completion percentage, and user activity in the OKRs.  
 

 
Additionally, each Objective hosts an individual dashboard as well. Here, the status of the objective along with the progress of the associated key results can be tracked. This provides a detailed analysis of the individual OKRs. 
 
Here are other examples on how different teams in the company can use OKRs.
 
Customer Support Team
Objective: Enhance customer satisfaction while interacting with the customer support team.
Key Results:
  • Reduce query resolution time by 50%.
  • Improve first-contact resolution rate by 50%.
  • Decrease negative feedback from customers by 70%.
  • Achieve an average customer happiness rating of 4 or higher.
  • Introduce chat bots to handle common inquiries and facilitate engagement.
 

 
Development Team
Objective: Enhance product quality.
Key Results:
  • Decrease post-release bugs by 50%.
  • 100% adherence to security guidelines to achieve the new security milestone.
  • Reach 90% test coverage for all new features.
  • Ensure 100% code review completion by individual mentor, security team, server team, PM team, and UI team.
 
 
Product Management Team
Objective: Improve overall product usability and quality.
Key Results:
  • Aim to fix 70% of existing bugs.
  • Reduce post-release bugs by 30%.
  • Increase engagement through product onboarding screens by 10%.
  • Introduce product tour videos for new users.
 
We hope this feature is helpful for your Agile teams to set strong goals and work towards them. Learn about OKRs and how to set them up in Zoho Sprints from our help documentation. Join us in the comments below and let us know how you plan to use OKRs in your organization.


      • Sticky Posts

      • Ask the experts - Live Q and A on the latest releases from Jan-Apr 2019

        Hello all,   We are excited to kick-start the 'Ask the experts' community series for Zoho Sprints. This series is user-centric and we will focus more on the latest releases and queries that are frequently discussed in our customer support tickets. The first version will cover all the features released in the first quarter of 2019.    What's in the first half?   The first half of this year has been successful with some feature releases and enhancements. Take a look at the list below: Custom layouts
      • Focus Group #1 - Epics in Zoho Sprints

        Hello, everyone! As a part of our community learning series, we kick-start "Focus Groups" where you'll get a chance to have a look at a feature that's in its beta phase. "Epic" has been one of the most requested features of late. So, our first focus is on epics.  Our engineering team has developed a module for Epic in Zoho Sprints and the feature is in its testing phase now. We've planned to show a small demo to the folks who register with us through this post. You can also evaluate this feature

        • Recent Topics

        • Zoho Projects - Cloning a task does not trigger task workflow when created

          Hello! I have a Project where my team uses a set of tasks from a tasklist as templates, so we could simply clone it and drag it to another list in kanban view to avoid creating a new one from scratch. The process works well, but after cloning it the new
        • Purchase Orders not in sequence

          I am unable to sort by Purchase Order Numbers. I can only sort by date; however, the PO numbers aren't in the order they were entered. This was not the case prior to today.
        • Internal Fillable Contract with Zoho Writer (Before Sending to Client)

          Hi everyone, I’m trying to automate the following process in Zoho CRM and would appreciate some guidance. Process: When a Deal moves to a specific stage, CRM triggers an automation. CRM sends a contract template to an internal team member so they can
        • Date/time displayed in ZohoCRM does not match date/time of entries in ZohoForm

          Hello there, we use a ZohoForm as a worksheet, i.e. users use it to track start time, break and stop time for every working day. The ZohoCRM org time zone is set on GM -4, so is the Time Zone in the Date&Time section in ZohoForm (see attachment). Despite
        • Update Existing Records greyed out in Free Version

          Trying to update records from an Excel sheet, and not getting the option to update. Only option is to add as new accounts. All documentation I can see says update should be an option! Accounts, Leads, Contacts, all the same.
        • Dynamically Populate Picklist Values from Another Module Using Client Script

          I am working in Zoho CRM and trying to dynamically populate a picklist field in the Partners module using values stored in another custom module. I have two modules: 1. Partners Module Field: Partner_Type_Pick Field Type: Picklist 2. Partners_Type Module
        • Add zoho calendar to google calendar

          Hi I keep seeing instructions on how to sync Zoho CRM calendar with google calendar but no instructions on how to view Zoho calendar in my google calendar.
        • Zoho Community Digest : Jan 2026 | Part 1

          Hello Everyone! Staying in the loop with Zoho's latest product updates and features across the vast Zoho Community Forums can be a real challenge. We get it. With over 50+ applications, each with its dedicated forum, it's easy to miss out on important
        • World date & time format

          Hello, Is there a timeline to get the worldwide used date and time format ? I mean not the american one... I mean day month year, and 24 hours clock. Regards
        • Nimble enhancements to WhatsApp for Business integration in Zoho CRM: Enjoy context and clarity in business messaging

          Dear Customers, We hope you're well! WhatsApp for business is a renowned business messaging platform that takes your business closer to your customers; it gives your business the power of personalized outreach. Using the WhatsApp for Business integration
        • Conditional layouts - support for multi-select picklists

          Hi, The documentation for conditional layouts says the following: "Layout Rules cannot be used on the following field types: Auto Number Lookup Multi Select Lookup User Lookup Formula File Upload Multi Line" I have a custom module with a multi-pick list
        • Dont want to list inactive items.

          If an item is made inactive, there is no point in showing it in the item list. Please provide an option to hide all inactive items in 'Preferences'. 
        • Actual vs Minimum

          Hi all, I am sure I am not the only one having this need. We are implementing billing on a 30-minute increment, with a minimum of 30 minutes per ticket. My question is, is there a way to create a formula or function to track both the minimum bill vs the
        • Client Script Not Working When Field is Set by Workflow

          Problem Context: I have implemented a client script in the Cases module that automatically assigns commands based on the value of the Priority field. The script functions correctly when the Priority field is manually set by a user through the form. Observed
        • Integration of CRM and Recruit

          hi team, Is it possible to sync deals <> job openings from only 1 pipeline? My configuration of CRM has pipeline for each business unit, so I will have all data in the CRM system. body leasing and recruitment is one BU (hence 1 pipeline) - can I sync
        • {Action Required} Re-authenticate your Google Accounts to Continue Data Sync

          Hello Users! To align with Google’s latest updates on how apps access files in Google Drive, we’ve enhanced our integration to comply with the updated security and privacy standards, ensuring safer and more reliable access to your data. With this update,
        • integrating Zoho CRM vendors with Zoho projects

          In most of our projects we collaborate with our Vendors. Being able to integrate only Accounts and not Vendors from CRM, is a huge limitation for our perspective and needs. We would really love to see this feature in the CRM-Projects integration.
        • Zoho Creator Workshops 2026—Europe & UK | Coming to a city near you!

          Hello everyone! We're excited to announce the Zoho Creator Workshop Series 2026, coming to cities across Europe and the United Kingdom this year! Whether you're looking to explore the intermediate-to-advanced capabilities of Creator or you're a seasoned
        • Validation rule for Date field

          The condition settings for a Date field are are absolutlly usless. Conditions can only be set for a specific date, which is logically ineffective in most cases. When setting a condition for a Date field, users usually need to compare the value relative
        • Number 9 envelopes for invoice printing

          I email and print invoices. Being new to Zoho and coming from QB, we did both as we have a more traditional So in Zoho i want to do the same using Number 9 envelopes. These have both a return window and mail to windoow see attached image. Im just looking for best suggestions on how to get a ZOHO invoice to work, so I can mail my invoices...
        • Zoho Books/Square integration, using 2 Square 'locations' with new Books 'locations'?

          Hello! I saw some old threads about this but wasn't sure if there were any updates. Is there a way to integrate the Square locations feature with the Books locations feature? As in, transactions from separate Books locations go to separate Square locations
        • Open Sans Font in Zoho Books is not Open Sans.

          Font choice in customising PDF Templates is very limited, we cannot upload custom fonts, and to make things worse, the font names are not accurate. I selected Open Sans, and thought the system was bugging, but no, Open Sans is not Open Sans. The real
        • Super Admin Logging in as another User

          How can a Super Admin login as another user. For example, I have a sales rep that is having issues with their Accounts and I want to view their Zoho Account with out having to do a GTM and sharing screens. Moderation Update (8th Aug 2025): We are working
        • Add Reporting feature to display variance/change columns when comparing periods

          When running reports to compare periods (for example, Profit and Loss comparing current year to previous), I would like to be able to display variance columns in both (a) amount or (b) percentage.
        • Payroll and BAS ( Australian tax report format )

          Hello , I am evaluating Zoho Books and I find the interface very intuitive and straight forward. My company is currently using Quickbooks Premier the Australian version. Before we can consider moving the service we would need to have the following addressed : 1.Payroll 2.BAS ( business activity statement ) for tax purposes 3.Some form of local backup and possible export of data to a widely accepted format. Regards Codrin Mitin
        • Invalid scope choice: Workdrive integration in CRM

          Bug: There is an invalid option in the permission choices for Workdrive integration in CRM. If the entry "WorkDrive.teamfolder.CREATE" is selected, it will return a message indicating invalid OAuth scope scope does not exist.
        • What's New - February 2026 | Zoho Backstage

          February 2026 brings a major new addition and a collection of enhancements across Zoho Backstage. We thought about writing a long introduction, but the updates in this release make a strong case on their own. So we’ll skip the buildup and dive straight
        • Attaching files to emails within CRM Deals.

          Hello, We have recently started using the extension "Workdrive for CRM" (Related List) to view/store our documents for each Deal, instead of using Attachments. Overall it feels like a better way to go but the user experience is not so great when it comes
        • Anyone worked out how to export or screengrab a full heatmap?

          I'd love to be able to include a copy of a heatmap in a report but can't work out how to grab the whole thing as there doesn't appear to be an export function? Thanks in advance.
        • Establishing Relationships among contacts/leads with Reciprocal

          Is there any way to create a relationship between contacts and leads and be able to go into just one of the files and have it reciprocate the entry in the other file? For example, if I have two people say John and Jane Smith who are husband and wife.
        • Placeholder for Agent Signature in Email Templates

          Dear Zoho Team, I hope this message finds you well. We currently face a limitation when designing email templates in Zoho Desk. While we can create email templates and include a footer at the end, the agent signature is always appended by default at the
        • Custom View and Custom Fields on Zoho Books

          Hi, I have some custom fields on Estimates and Invoices. I also use Custom Views so I can have a lot of information at a glance. I want to include my custom fields as columns in my custom views of estimates / invoice, but it looks like is not possible.
        • %PaymentLink%

          Does not work. Software creates a BAD link. ....and yes payment options are turned on. Link on the invoice pdf once opened will work but this template is a joke.
        • Syncing calendar with Google Calendar doesn't work when events are sent to auto repeat

          Hi... The ZOHO CRM -- GOOGLE CALENDAR sync is broken. If I create a single event on either side, sync works, but if I create an event with auto repeat on either side it doesn't work. Furthermore, events created before the sync don't show up in the calendar.
        • Allow Global Admin to access/edit all forms without changing owners

          Hi there, Please consider adding a feature where the Global Admin of the account an automatically access/edit any form in the Company Account. I'm the Global Admin on our Zoho One plan, and we have multiple users that use/create forms. But for me to access
        • Can Zoho Marketing Automation send OTP codes via WhatsApp during user registration?

          The flow I would like to implement is: A user signs up in the mobile app and enters their phone number. The system generates a one-time verification code (OTP). The OTP is sent to the user via WhatsApp message. The user enters the code in the app to confirm
        • Where to show Customization Field ?

          Dear Sir, I have made some New Field in Item Field Customisation. Now I don't require that field in Estimate, Sales Orders etc. I just wants that field in Sales Invoice to Show/Hide... Is that possible ?
        • What's New in Zoho Analytics - February 2026

          Hello Users! We're back with another round of updates for Zoho Analytics. This month's release focuses on giving you greater flexibility in how you visualize, manage, and act on your data - with new features like custom visualizations, remote MCP server,
        • Zoho Books (and other Finance Suite Apps) - Clickable Item Name on Invoices and Reports

          Hi Zoho Books team, It would be really helpful if the Item Name on Reports were clicable to take me to the item. The same on Invoices, often I am looking at an invoice and I want to look at the deails of a product. A link here would be helpful to jump
        • ZOHO Reports are taking longer time to get refresh

          Hi Team, Since last few days, I'm facing issues in getting updated reports. For eg: right after making an expense entry or even posting a journal, it is taking longer then expected for the updated reports. Refer below: "You are viewing the report that
        • Next Page