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How to update a key result

Record new progress on a key result or initiative you lead or contribute to, from the objective page in OKR's.

How to update a key result

Record new progress on a key result or initiative you lead or contribute to, from the objective page in OKR's.

Before you start

  • Your company uses OKRs. You find them in the menu under Development & Growth > OKR's.

  • You can update a key result if you are the Leader of its objective, or the Leader or one of the Contributors of the key result. Administrators and OKR Managers can also update it.

  • If you are one of the key result's Users, you can follow its progress and history, but you cannot update it.

  • An archived key result cannot be updated.

Steps

  1. In the menu, go to OKR's > My OKRs.

  2. In the Active tab, your objectives are grouped by period. Click a period to expand it, then click the objective.

  3. Under Key results, open the three-dot menu of the key result and choose Update Key Result.

  4. In Set a new value for your progress, enter the new value. For a True/False key result, use Set the state of your progress instead.

  5. Optional: in Set a label for your progress, choose On track, Needs attention or Off track. If you do not choose one, the label is calculated from the progress expected for the period.

  6. Optional: in Add note, explain the value, a problem or the next steps.

  7. Click Check-in. The update is saved at once and you see Key Result successfully updated. To leave without saving, click Cancel.

Update an initiative

Initiatives are the work that supports a key result. They do not change the key result's progress. To update one, open the three-dot menu of the initiative, choose Update Initiative and follow the same steps. The leader of the initiative can also update it.

See the history of a key result

Open the three-dot menu of the key result and choose History. You see the Progress over time chart and each update by week, with who made it and the note they added.

In the mobile app

Tap Menu at the bottom of the screen and then OKR's (swipe left if you do not see it). Inside it, the sections of the module are in the bar at the bottom. The pages and the steps are the same as on the web.

If you do not see this

  • You do not see OKR's in the menu: your company may not use OKRs. Your company may also use a different name for this area or place it elsewhere in the menu.

  • You do not see Update Key Result: you are not the leader of the objective, nor the leader or a contributor of the key result, or the key result is archived. The objective's leader can add you as a contributor.

  • You cannot change the title, the target value or the people of a key result: only the objective's leader, OKR Managers and administrators can edit a key result.

Related articles

  • How to do the weekly OKR check-in to update all your active objectives at once.

  • OKRs: statuses, archived key results and My Company for what the progress labels mean.

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