Create a Team OKR

Overview

Create Team OKRs for Functional Teams and Dynamic Teams from using the Create button in WorkBoard, or from the Teams page. After you create and align your Team OKR, you can view it in the Alignment Views and Heatmap.

OKR Ownership & Creation Permissions

Who can own Team OKRs?

  • Managers
  • Co-Managers

Who can create Team OKRs?

  • Managers
  • Co-Managers
  • Team Admins

Create a Team Objective

Use the Create Button

  1. Click on the Create on the righthand side of the page.
  2. Click Objectives

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  3. Click Team Objective 
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  4. Add your Objective name (statement of intent for the given time period)
  5. Hit Enter on your keyboard
  6. Ensure that all of the Objective fields are filled out correctly for your Objective
    Note: You can always come back and edit them later if necessary

From the Teams Page

  1. Click Teamwork
  2. Select Teams
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  3. Click the Add button
  4. Select Add Team OKR
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  5. Add your Objective name (statement of intent for the given time period)
  6. Hit Enter on your keyboard
  7. Ensure that all of the Objective fields are filled out correctly for your Objective
    Note: You can always come back and edit them later if necessary

OKR Team & Owner

  • Team: The last team you visited where you’re a manager or Co-Manager will auto-populate.  Click into the Team field and search for another Team where you're a Manager or Co-Manager if you’d like to select a different Team.
    Note: The Team determines who can own the Objective. 

  • Owner: Select a Manager or Co-Manager from the drop-down on Team Objectives.

OKR Visibility on Team Objectives

Learn more about controlling who can view your Team Objectives using View Permissions. 

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