This article is intended for administrators, employees and managers. If you want to understand more about access profiles, click here.
When creating your OKR, you can use a base indicator as a template when creating your key results. There are two different import methods: in the OKR creation screen or the objective details screen.
Base Indicator Import into the OKR Creation Screen
Step 01
Via the quick menu, click on the "objective" option.
Step 02
Once the objective has been created, the next step is to create the key result. In the creation screen, click on "+ import key result".
Step 03
In the catalog, select the wanted indicator to be used in your OKR. Click on it to import the information into your key result.
Step 04
The base indicator data will be imported in each key result box:
Base indicator import on the objective detail screen
Step 01
Go to the OKRs screen.
Step 02
In the OKRs screen, select the wanted objective and click on it.
Step 03
In the sidebar, click on the top 3 dots to access the objective's detail screen.
Step 04
In the details screen, click on Import Indicator.
Step 05
Select the wanted indicator from the catalog and click on import.
Step 06
Check the base indicator information and click on save.
Step 07
And that's it. Now it is included in the objective as a key result.
And that’s it!!
If you have any questions, please contact us, we'll be glad to help!