To create an objective, go to the Objectives section and click Add Objective.

This will take you to the Add Objective page.

Fill in the required information:

  • Name: The name of the objective.

  • Description: Add a description of the objective.

  • Level: This can be user, team, or company. Admins can assign objectives to any owner type; reviewers can assign objectives to users or teams they review; employees can only assign objectives to themselves.

  • Team name: For Team level objectives you will need to select the name of the team.

  • Owner: the user responsible for updating and assessing the objective.

  • Period: The timespan during which the objective is to be completed. You can choose a custom range, a quarter of the year (Q1, Q2, Q3, or Q4), or the entire year.

  • Contributors: Automatically if you are setting a team-level objective the members of the selected team will be set as contributors for the objective but for company-level objectives or individuals you can also select contributors.

  • Parent: specify a parent objective for this new objective to be categorized under. This is helpful for creating sub-objectives within larger objectives.

  • Set up objective progress range (%): Check this box to customize the progress range for the objective. For example, by default, an objective is labeled At risk if it is between 0% and 40% complete. By dragging the slider, you can adjust the At-risk range to be from 0% to 30%.

In the Key results widget, enter information for the key result(s) of the objective. For each key result, choose a Type. Types include Milestone, Budget, Target, and Target range.

  • Milestone: The key result can be either reached or not reached. There is no in between.

  • Budget: The key result has a maximum budget that you will try to stay below. Here you will be prompted to enter a maximum budget and choose the units of measure. You can select currency ($), number (#), or enter a custom unit. In general, the further below that maximum budget value you are when completing the key result, the better.

  • Target: The key result has a target value to be attained. Here you will be prompted to enter a start value, max target and set the units. By default, you can select percentage (%), number (#), or enter a custom unit. In general, the closer you come to meeting that value, the better.

  • Target range: The key result has a target value to be attained within a certain margin of error. First, choose the max target. Then choose the range for that target and specify either percentage (%) or number (#).

If your objective has multiple key results, click Add another key result.

When you’re done, click Save. Your objective will now be visible to all users in the organization.

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