This article is intended for administrators, employees and managers. If you want to understand more about access profiles, click here.
Once the Objectives and Key Results have been created, you must perform the measurement to update the progress of the objectives.
There are two different methods for checking in a key result, therefore we have divided this article into two sections. Click on one of the options below to go straight to what you want to read:
Check-in via the key result sidebar
Step 01
Go to OKRs > OKRs.
Step 02
In the OKRs screen, select the wanted key result. You can enable the option "KR Only key results", which will simplify the search.
Step 03
When you click on the wanted key result, the details sidebar will open on the right side of the screen. In the sidebar, the check-in is performed on the second tab.
In the sidebar, you will find some important data that will guide you when checking-in:
The upper bar represents the key result progress.
The first quadrant represents the key result's starting point, in other words, where it needs to start from to reach the objective.
NOTE - You can change the key result's starting point using this quadrant.
The second quadrant displays the objective, in other words, the key result's final result.
NOTE - You can change the key result's objective using this quadrant.
The third quadrant displays the current, in other words, the value of the last measurement performed within the key result.
The last quadrant displays the key result weight within the related objective.
You can change the key result weight using this quadrant.
The chart quickly shows you how the key result's progress is relative to the projected objective. It will make it easier to check-in through the sidebar.
In order to check-in, follow the steps below according to the follow-up type of your company:
➡️ Standard Tracking
Measurement date: Choose the check-in date.
Measurement: Enter the measurement value (just enter numbers).
Feeling: Select a sentiment about how the key result is progressing: it won’t reach (red), it’ll reach (green) or it’s almost there (yellow).
File: If you feel it is necessary, add files related to the check-in.
Comment: At last, add comments about what you consider important to record about the key result progress.
NOTE - For the KR action plan, the comment must be entered directly into the timeline and filtered by "messages" type to be viewed.
Confirm: All you have to do now is click Confirm and the measurement will be recorded and automatically the percentage bar and progress graph will be updated.
➡️ Advanced Tracking
If the "advanced tracking" type of OKR has been enabled by the administrator user, the check-in boxes will change.
Month: Choose the month in which the check-in will be performed.
Partial target: Specify the partial objective of the month or period used by the company, in other words, if the final objective is 100 and in the month of the check-in you must reach 20, enter this value as a partial objective.
Current value: Enter the current value of the key result's progress (only enter numbers).;
Feeling: Select a sentiment about how the key result is progressing: it won’t reach (red), it’ll reach (green) or it’s almost there (yellow).
File: If you feel it is necessary, add files related to the check-in.
Comment: At last, add comments about what you consider important to record about the key result progress.
NOTE - For the KR action plan, the comment must be entered directly into the timeline and filtered by "messages" type to be viewed.
Confirm: All you have to do now is click Confirm and the measurement will be recorded and automatically the percentage bar and progress graph will be updated.
Check-in via the key result detail screen
Step 01
It is also possible to check-in inside the key result's details screen. To do so, in the sidebar, click on the 03 dots located in the upper right corner of the screen, and then on "access key result".
Step 02
The check-in will change depending on the follow-up type.
➡️ Standard Tracking
1 - On the details screen, click on "check-in".
2 - Once you click on "check-in", an edit field will be displayed. Follow the steps below:
Measurement date: Enter the check-in date.
Measurement: Enter the current value of the key result's progress (only enter numbers).
Feeling: Enter a sentiment regarding the key result's progress: it won't reach, it will reach, or it is almost there.
Title: If you think it is necessary, add files related to the check-in.
Description: If you want, add a short description of the registration progress.
Confirm: Click confirm to save the measurement.
3 - In order to delete a measurement in the standard tracking, access the history tab and click on the trash can icon:
➡️ Advanced Tracking
1 - In the OKR "advanced tracking", the check-in process happens differently. In the key result details screen, go to the "measurement" tab.
2 - To do so, follow these instructions:
Partial target: Manually assign values in the partial objective field, if you do this, it will become the default for that month.
Current Value: Enter the current progress value of the key result (only enter numbers).
Feeling: Set a sentiment about how the key result is progressing: it won't reach, it will reach, or it is almost there.
Description: If you want, write a short description of the progress record.
Attachment: If you think it is necessary, add files related to the check-in.
Save: Click save to finish the measurement.
To edit, click on the pencil located on the right of the screen.
3 - In order to delete a measurement in the advanced tracking, access the measurement tab and click on the editing pencil and delete the entered value so that the box remains empty:
And that’s it!!
If you have any questions, please contact us, we'll be glad to help!