41 docs tagged with "okrs"

This article explains how to add a new OKR in Agility

Learn how to add a new OKR in Agility to set clear goals and measurable outcomes.

Learn how to add custom fields for OKRs in Agility to tailor objectives to your needs.

Add custom fields to OKRs to track organization-specific data and categorize objectives using up to ten custom fields with multiple values each.

Learn how to configure the integration between Agility and the OKR system using API.

Use the OKR feature in Agility to set and measure goals and track progress.

Learn how to configure OKR analytics with data lake for reporting.

Learn how to archive OKRs in Agility to maintain an organized and efficient goal-setting system.

Archive completed or outdated objectives and key results to maintain an organized active goal-setting system while preserving historical data for trend analysis and future planning.

Associate stories with key results to connect execution work with strategic objectives, enabling teams to track how daily work contributes to goals.

Learn how to associate objectives and key results with Agility's portfolio items, stories, defects, and strategic themes.

Link portfolio items, stories, defects, and strategic themes with objectives or key results to align strategic goals with execution work and strengthen visibility.

Learn how to assign key results to backlog items (stories and defects) in Agility.

Break down company goals into hierarchical objectives for departments, teams, and individuals to ensure alignment from executive strategy to team execution.

Learn how to cascade OKRs in Agility to break down company goals into team and individual objectives.

This article explains how to use the OKR feature of Agility

Configure the integration between Agility and the OKR system to enable association of portfolio items, stories, and defects with objectives and key results.

Customize the OKRs table view by configuring column display and save custom filter/column combinations as reusable views for quick access to common configurations.

Customize the data displayed on the Objectives page by selecting which columns (fields) to display in OKRs list views.

Configure automated data export from OKRs to the data lake for reporting and analytics, enabling dashboard creation using Objectives Summary and Key Results Summary datasets.

Control who can view and edit objectives by setting visibility levels to Private (owner and admins only), Publicly Readable (view only), or Publicly Editable (full access).

Learn how to edit, close, or delete an existing OKR from Agility.

Modify objectives and key results to adjust goals based on changing priorities, or remove OKRs that are no longer strategically relevant.

Receive automated email notifications for objective assignments, comments, progress updates, and session deadline reminders in Digital.ai OKRs.

Receive automated email notifications for objective assignments, comments, and progress updates in Digital.ai OKRs.

Export OKRs to CSV format for offline access, reporting, and analysis using individual export (all users) or bulk export of all OKRs (administrators only).

Learn how to export OKRs for offline access, reporting, and analysis.

Find answers to frequently asked questions about the Map View feature in OKRs.

Learn how to filter and search OKRs using field-based filtering, toggle controls, saved views, and ID-based search.

Learn how to manage OKR access and visibility by sharing objectives with specific users for controlled collaboration.

This topic has been consolidated. See Manage OKR Access and Visibility for information about sharing OKRs and controlling access.

Organize objectives and key results into time-based sessions for quarterly or annual planning cycles, with automated reminder notifications to prompt reviews and updates.

Visualize hierarchical relationships between objectives and key results with interactive tree-based navigation to track alignment, dependencies, and nested structures across teams.

Learn how to use the Map View feature to visualize the hierarchical relationship between objectives and key results.

Set and measure organizational goals using the Objectives and Key Results (OKR) framework in Agility.

Learn how to review and update key results in the Map view.

Create and manage saved views in OKRs to preserve specific filter selections for quick access.

Learn how to create and manage OKR sessions with defined time periods to organize objectives into quarterly or annual planning cycles.

This topic has been consolidated into the comprehensive Sessions in OKRs guide.

Share objectives and key results with specific users to enable controlled collaboration and editing access, with automatic email notifications for shared recipients.

Learn how to troubleshoot common Map View issues in OKRs.