To create an objective, click on the ‘New objective’ button from the homepage, or any of the Objectives feature pages.
Step 1: Align to a higher level objective (optional)
Find the objective you or your team can contribute to. If you’re creating a personal objective, you can skip this step.
Step 2: Set an objective name
Name your objectives to reference the purpose and achievements your efforts are working to achieve.
Step 3: Configure your objective settings (optional)
Set the objective to draft
Based on how your network is set up, objectives created may default to draft. Draft objectives are used during the planning process before the quarter (or cycle) has officially started. Employees typically will create Objectives in draft, so that they can meet with their managers to discuss and adjust, before committing to them at the start of a quarter (or cycle).
Set the objective type
The default for new objectives is personal objective, you can create department or organization objectives based on your role and permissions set up by the platform admin.
You are auto-assigned as the owner to the objective. Add additional owners or stakeholders by selecting a blank space next to your name and searching for a team member.
Set the objective privacy
Objectives are set to public by default.
Define a due date
By default, the due date will match the end of your cycle or quarter.
Categorize your objective for ease of filtering when running reports by adding labels such as draft (when planning).
Step 4: Define Key Results
Define the metrics, success indicators, or milestones that will determine objective achievement. Good key results are call-to-action items that link to a plan or target and inform success predictions. You can also customize how you'd like to track each key result by selecting the target 100% option.
Step 5: Add a custom check-in reminder email (optional)
By default, this is set to on. You can customize the day of the week to receive an email reminder to check-in. This helps to build habits around continuously tracking progress.
Step 6: Save your objective
Once you’ve written up your objective and key results, save the objective, or optionally save and create another one. Saving an objective takes you to the detail page of the objective so that you can continue making changes.