Agility OKR

Objectives and Key Results (OKR) is a framework used by organizations to set and measure goals and track progress towards achieving them. The OKR capability in Agility lets you set clear and measurable objectives and define specific actionable key results to achieve those objectives.

Benefits of Using OKRs

Using OKRs in your organization provides:

• Alignment - Everyone works toward the same goals
• Focus - Teams concentrate on what matters most
• Accountability - Clear ownership of performance and results

Prerequisites

• You must have Agility Pro and Premium license to use the OKR feature in Agility.
• Use feature toggle option to enable OKR in Agility.

Objectives

Objectives are high-level, qualitative goals that describe what you or your team aims to achieve. You can define your own objectives and key results to align teams and individuals around a common goal, track progress, and achieve better results.

User Roles and Permissions

All Users can:

• Create their own Objectives and Key results.
• View all objectives in the system.

Objective Owners (users who created the objective) can:

• Create Objectives and Key results.
• Edit, update, delete, and close objectives they created.
• Assign or Remove Key results for objectives they created.
• Share their objectives with other users (add shared owners).

Shared Owners (users with shared access to an objective) can:

• Edit, update, and close objectives they have been granted shared access to.
• View and comment on the objective.
• Associate work items with the objective.

Owner and Shared Owners Fields

• Owner: Automatically set to the user who creates the objective and cannot be changed (readonly field).
• Shared Owners: Multi-value field where multiple users can be added to grant them editing and closing permissions.

Key Results

Key results are measurable, quantitative outcomes that track progress toward your objectives. Use key results to assess whether your objective is met. Key results are specific, time-bound, and include numerical targets or milestones.

You can create key results using the dedicated Key Results tab within each objective. Pagination helps you navigate and organize multiple key results.

Example

The following example helps you understand OKRs better.

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 in-time customer/technical support.

Objectives and Key Results Page

The Objectives and Key Results page shows all objectives and their associated key results in a grid view.

List View Columns

The OKR list page displays the following columns by default:

• Number - Displays the unique identifier for the objective
• Name - Displays the objective title
• Owner - Displays the objective owner
• Progress - Displays the progress state based on key result completion:
  • Not Started - None of the key results have started
  • In Progress - Some key results are in progress or completed
  • Completed - All key results are completed
• State - Displays whether the objective is Active or Closed
• Session - Displays the session associated with the objective. Only system administrators can create sessions in the OKR sessions page

View Objective Details

When you click on an objective in the list, it opens in a side drawer showing the objective title and ID at the top, with detailed information organized in tabs below.

The side drawer provides three navigation tabs:

• Details - Shows the objective's configuration fields and associated work items:
  • Session - The session associated with the objective (required field)
  • Owner - The objective owner (required field, automatically set to the creator)
  • Shared Access With - Multi-value field to add users who can edit and close the objective
  • Cascaded From - Shows the parent objective or key result if this objective is part of a hierarchy
  • Description - Rich text editor for detailed objective description
  • Information - Collapsible section displaying Created by, Changed by, Created date, and Changed date
  • Linked Objectives - Section for aligning with higher-level goals (with Add button)
  • Cascaded To - Section showing child objectives in the hierarchy
  • Portfolio Items - Section for associated portfolio items (with Add button)
  • Strategic Themes - Section for associated strategic themes (with Add button)
  • Comments - Collapsible section for collaboration and updates
• Key Results - Displays all key results associated with the objective, with the ability to create, edit, and delete key results directly from this tab
• Activity - Shows the history of changes and updates made to the objective, including creation, modifications, and status changes

Create and Manage Key Results

Key results are created and managed from within the objective details drawer:

1. Click on an objective from the list to open the details drawer.
2. Navigate to the Key Results tab.
3. Click Add to create a new key result.
4. Enter the required key result details and click Save.

To delete a key result, click the Delete icon next to the key result. A confirmation dialog appears—click Delete to confirm or Cancel to keep it.

For detailed instructions on creating key results, understanding key result types, and managing progress, see Add a New OKR.

View Key Result Activity History

When you click on a key result in the Key Results tab, it opens in a detail view with two tabs: Details and Activity. The Activity tab shows the complete change history for the key result, including updates to Type, Current Value, Initial Value, Target Value, and other field changes. Each change entry displays the user who made the change, when it occurred, and the specific fields that were updated.

Link Objectives for Alignment

Link objectives to show alignment with team, department, or organization-level goals. Linked objectives appear in the Linked Objectives section of the objective details drawer, showing how individual objectives contribute to broader priorities.

For detailed instructions on linking objectives, see Link Objectives.

Add Comments for Collaboration

You can add comments to objectives and key results from the Comments section in the details drawer. Comments enable team collaboration, status updates, and communication about progress. For detailed instructions, see Add Comments to Objectives and Key Results.

Associate Work Items with OKRs

Connect strategic objectives and key results with actual work by associating Agility work items. The objective details drawer displays dedicated sections within the Details tab for linking OKRs with portfolio items (portfolio items section) and strategic themes (Strategic Themes section).

What you can associate:

• With Objectives: Portfolio items and strategic themes
• With Key Results: Portfolio items, stories, and defects

Associating work items creates clear connections between strategic goals and execution, showing how day-to-day work contributes to organizational outcomes.

For detailed instructions on associating work items, see Associate Agility Assets with Objectives and Key Results.

OKR Hierarchy and Alignment

Cascade OKRs through parent-child relationships to align your objectives with manager, team, department, or organization-level goals. This creates a clear line of sight from individual objectives to company strategy.

Parent-Child Relationships:

• Objectives can be parent to objectives - Align your objective with higher-level organizational goals.
• Key results can be parent to objectives - Your objective can cascade from a specific key result for precise outcome alignment.
• Each objective can have one parent (either an objective or a key result).
• A parent can have multiple child objectives.

Benefits of OKR hierarchy:

• Align individual work with company strategy.
• See how objectives cascade across teams and departments.
• Understand dependencies and contributions.
• Track accountability and progress.

For detailed instructions on creating parent-child relationships, see Cascade OKRs in Agility.

Empty State

When no objectives are available, the OKR page displays an empty state message with options to create your first objective.

Filter and Search OKRs

The OKR page provides flexible filtering capabilities to help you find and focus on specific objectives:

• Field-Based Filtering - Use Rooms 2-style filtering to create custom filter criteria by selecting fields (Owner, OkrSession, Department, etc.), operators (is, is not), and values
• Include Closed OKRs Toggle - Show or hide closed objectives in the grid
• Multiple Filter Criteria - Combine multiple filters to create complex views

For detailed instructions on filtering, searching, and managing views, see Filter and Search OKRs.