Archiving OKRs

In Agility, archiving OKRs (Objectives and Key Results) is an essential feature designed to maintain an organized and efficient goal-setting system. By archiving OKRs, you can move them to a dedicated section for future reference. This ensures that active OKRs remain uncluttered and accessible while preserving historical data for various uses.

The benefits of archiving OKRs include:

• Preservation of Historical Data: Safeguard valuable information about past objectives and achievements, creating a comprehensive record of your team's progress.
• Facilitating Knowledge Transfer: Help new team members quickly understand the organization's past goals and strategies, enabling them to contribute effectively.
• Trend Analysis and Future Planning: Use archived OKRs to identify trends and set more informed goals, ensuring continuous improvement.
• Improved Organization: Keep your active OKRs streamlined and focused by moving completed ones to a separate space.

OKRs and Sessions can be archived from the following locations:

• OKR Listing page
• Sessions page

As part of the OKR archival process, two new tabs are introduced in the OKR listing page and Session’s page. The new tabs are:

• Archive - lists the archived OKR with name, start date, end date, objectives and action attributes.
• Active - lists the active OKR with name, start date, end date, objectives and action attributes.

How to Archive an OKR from the OKR listing Page

The OKRs can be archived from the OKR listing page and Session’s page. In the following procedure we will outline the steps for archiving OKR from the OKR listing page.

Prerequisites

To perform the archive action the user must Agility administrator privileges.

1. Log in to Agility, click the hamburger menu > OKRs.
2. In the Objectives and Key Results page, select the OKR to archive.
3. Click the archive icon. Or
4. Click the vertical ellipses under Action and select Archive
5. Are you sure you want to archive the objectives along with their key results? is displayed, click OK.

A success message indicating the Objective and Key results are archived is displayed. You can view the archived objective from by clicking the Archive tab from the OKR listing page.

note

When you archive an Objective, the Key Results associated with objective are also archived.

How to Archive a Session from the Sessions page

When you archive a Session in Agility, all the objectives and key results associated with the session are also archived.

Prerequisites

To perform the archive action the user must Agility administrator privileges.

1. Log in to Agility and click the hamburger menu > OKRs > Sessions.
2. From the Session page Select the session you want to archive.
3. Click the archive icon. Or
4. Click the vertical ellipses under Action and select Archive
5. Are you sure you want to archive the sessions along with their key results? is displayed, click OK.

A success message indicating the Session along with the Objectives and Key results are archived is displayed. You can view the archived objective from by clicking the Archive tab from the Sessions page.

note

If you want to multi-select OKRs or Sessions, you must click the Select button next to each OKR or Session. If you want to select all the OKRs or Sessions in the page, click the Select All option.

How to Search for Archived OKRs in OKR listing page

The users can search for the archived OKRs using the filter option available in the OKR listing page. You can use the filters to search for archived OKRs by using the following options:

• Filter by owner - Allows user to search OKRs by owner name.
• Filter By session - Allows users to search OKRs by session name.
• Filter By progress - Allows users to search OKRs based status.
• Filter By visibility - Allows users to search OKRs based on whether they are private or public.

How to Search for Archived Sessions

The users can search for the archived sessions using the Search bar present at the top of the page. You can enter the session name to view the archived session details.

How to Unarchive an OKR

To unarchive an OKR from the OKR listing page, follow the instructions outlined below:

1. Log in to Agility, click the hamburger menu > OKRs.
2. In the Objectives and Key Results page, select the OKR to unarchive.
3. Click the unarchive icon. Or
4. Click the vertical ellipses under Action and select Unarchive.
5. You are about to Unarchive Objectives from different sessions message is displayed.
6. Select the required Session from the drop-down menu and click OK.

A success message indicating the Objectives and Key results are unarchived is displayed. You can view the unarchived objective from by clicking the Archive tab from the OKR listing page.

How to Unarchive a Session

To unarchive an OKR session from the Sessions page, follow the instructions outlined below:

1. Log in to Agility and click the hamburger menu > OKRs > Sessions..
2. From the Session page Select the session you want to unarchive.
3. Click the archive icon. Or
4. Click the vertical ellipses under Action and select Unarchive.
5. Are you sure you want to unarchive the session(s)? message is displayed, click OK.

A success message indicating the Session along with the Objectives and Key results are unarchived is displayed. You can view the unarchived objective from by clicking the Archive tab from the Sessions page.