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Platform OKR

Who uses OKRs: Product owners align backlog items with strategic objectives. Portfolio managers define organizational OKRs and cascade them to teams. Administrators configure OKR settings, create sessions, and manage custom fields. Team members create personal OKRs and associate work items with key results. Executives review progress toward strategic goals.

Permission requirement: OKRs require Agility Pro or Premium license. Administrators can view and modify all OKRs, create sessions, and configure custom fields. Users can create and manage their own OKRs, view public OKRs, and edit publicly editable OKRs.

Objectives and Key Results (OKR) is a framework for setting and measuring organizational goals. Agility's OKR capability helps teams set clear, measurable objectives and define specific, actionable key results to achieve them.

Benefits of OKRs​

  • Alignment: Ensures everyone works toward the same goals
  • Focus: Helps teams prioritize what's important
  • Accountability: Holds teams and individuals accountable for performance

Prerequisites​

  • Agility Pro or Premium license
  • Feature toggle enabled for OKR in Agility
  • Digital.ai Identity Service (see Getting Started)

OKR Tabs​

My OKRs​

Lists all OKRs created by the individual user. Each user sees only their own objectives and key results. Administrators can view OKRs for all users. Best practice is to maintain 3-5 OKRs per person for clarity and manageability.

All OKRs​

Lists all Publicly Readable and Publicly Editable OKRs created by users across the organization.

Archived​

Lists archived OKRs with name, start date, end date, objectives, and actions. Available only to users with administrator privileges.

Objectives​

Objectives are high-level, qualitative goals that describe what an organization or team aims to achieve. Agility helps teams define objectives and key results, align around common goals, track progress, and achieve better results.

Key Results​

Key results are measurable, quantitative outcomes that track progress toward achieving objectives. They assess whether objectives are met. Key results are specific, time-bound, and include numerical targets or milestones.

Agility provides a dedicated tab interface for managing key results within each objective. Create up to 50 key results per objective with pagination for improved navigation and organization.

Example​

Objective: Improve customer satisfaction by 10% in Q3

Key Results:

  • Conduct customer satisfaction surveys and achieve an overall score of 8 out of 10
  • Reduce customer complaints by 10% by identifying and addressing common issues
  • Increase customer retention by 20% through timely customer/technical support

User Roles and Permissions​

Administrators​

Administrators can:

  • Create objectives and key results
  • Create sessions for OKRs
  • Create custom fields and custom field values
  • Export OKR data to the data lake for reporting and analytics
  • Configure Agility instance with OKRs
  • Archive and unarchive OKRs and sessions
  • Assign or remove key results for any user
  • Change visibility of any objective
  • View and modify all public or private OKRs

Users​

Users can:

  • Create objectives and key results
  • Assign or remove key results for OKRs they created
  • Change visibility of objectives they created
  • View OKRs marked as Publicly Readable
  • Edit OKRs marked as Publicly Editable
  • View and edit OKRs they created
  • Export OKRs

OKR Page Fields​

The Objectives and Key Results page displays:

  • Title: OKR title
  • Owner: OKR owner
  • Session: Associated session (administrators can create sessions on the sessions page)
  • Create Date: OKR creation date
  • Progress: Progress state
    • Completed: All key results are complete
    • In Progress: Some key results are incomplete
    • Not Started: No key results have started
  • Key Results: Key results for the OKR (displayed as a dropdown under the objective)
  • Visibility: Visibility attribute
    • Private: Visible only to creator and administrators
    • Publicly Readable: Visible to all users in read-only mode; only creator and administrators can edit
    • Publicly Editable: Can be edited by any user

Click a column heading to sort entries in ascending order or alphabetically.

Objectives-and-key-results-page

How to Apply Filters in OKR​

The filters applicable for OKRs in Agility are:

  • Filter By session - Allows users to filter OKRs based on session
  • Filter By progress - Allows users to filter OKRs based status.
  • Filter By visibility - Allows users to filter OKRs based on whether they are private, publicly readable or publicly editable.
  • Filter By Custom Fields - Allows users to filter OKRs based on Custom Fields.

The following filters are custom fields configured for your organization, allowing you to quickly focus on specific segments of data based on your team’s setup.

  • Filter By Country - Allows users to filter OKRs based on country.
  • Filter By Department - Allows users to filter OKRs based on Department.

The Applied filters indicates the number of filters applied to the OKR. The Clear filters clears the applied filters to the OKR.

OKR-filters

The filter icon in the Objectives and Key Results page gets incremented every time a filter is applied to the OKR OKR-filter-increment.

My OKRs​

The My OKRs tab allows individual users to view and track their personal OKRs. Each user can see only their own objectives and key results, ensuring a focused and personalized experience. Administrators, however, have access to view OKRs for all users. As a best practice, individuals should maintain 3-5 OKRs to ensure clarity and manageability. Note that filtering by owner is not available in the My OKRs tab, as it is designed for viewing personal OKRs only.

How to access My OKRs​

  1. Log in to Agility, click the hamburger menu > OKRs.
  2. Click on My OKRs tab.

The My OKRs tab lists all the public and private OKRs associated with the individual user. The My OKRs tab also lists the custom fields defined for the OKRs.

Access My OKRs​

  1. Log in to Agility and click the hamburger menu > OKRs.
  2. Click the My OKRs tab.

The My OKRs tab lists all public and private OKRs associated with the user, including custom fields defined for OKRs.

note

Filtering by owner is not available in the My OKRs tab, as it is designed for viewing personal OKRs only.

Troubleshooting​

Why can't I see the OKR menu option?

OKRs require Agility Pro or Premium license and must be enabled via feature toggle. Contact your administrator to verify your license level and ensure the OKR feature is enabled for your instance.

Why can't I see another user's OKRs?

You can only view OKRs marked as "Publicly Readable" or "Publicly Editable." Private OKRs are visible only to the creator and administrators. If you need access to specific OKRs, ask the owner to change the visibility setting or contact an administrator.

Why can't I export OKR data to the data lake?

Exporting to the data lake requires administrator privileges and proper data lake integration configuration. Contact your administrator to verify that Digital.ai Identity Service is properly configured and that you have the necessary permissions.

Why don't my work items appear when I associate them with OKRs?

Verify that you have read access to the projects containing those work items. Ensure the work items are properly saved in Digital.ai Agility before attempting to associate them with OKRs. Check that the work items aren't closed or deleted.

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