Add Custom Fields for OKRs

note

This documentation covers the integrated OKR feature in Agility. For the platform-based OKR feature, see Add Custom Fields for OKRs (Old).

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 you to add a maximum of ten custom fields.

Add Custom Fields to OKRs

1. Log in to Agility, click the hamburger menu > OKRs

2. Click the System Settings tab

3. Under the Customization section, click + Add next to Fields

4. Enter the Custom Field name and click the Check mark

   The Custom field is added to the OKRs.

5. Click + Add below the newly added Custom field and specify a value