Adding Custom Fields for OKRs

Agility users can tailor their OKRs by creating custom fields and specifying values that align with their needs. While users cannot delete custom fields, they have the option to disable them if they are no longer needed. However, values associated with these fields can be deleted as required. The default, custom field in OKRs is known as Category.

note

Agility allows the users to add a maximum of ten custom fields.:::

How to add Custom Fields to OKRs

1. Log in to Agility, click the hamburger menu > OKRs.
2. Click on System Settings tab.
3. Under the Customization section, click + Add next to Fields
4. Enter the Custom Field name and click Check mark The Custom field is added to the OKRs
5. Click + Add below the newly added Custom field and specify a value