Add a Session

Create new sessions for your OKRs with defined time periods. Sessions organize objectives into quarterly or annual planning cycles. Only users with administrator privileges can manage sessions in Digital.ai OKRs.

Add a New Session

1. Click the hamburger menu > OKRs > Sessions.
2. Click Add session.
3. Provide the required details:
   • Session title: Specify a name for the session (for example, "Q1 2025" or "2025 Annual Goals")
   • Start Date: Specify the start date for the session
   • End Date: Specify the end date for the session
4. (Optional) Configure automated email reminders in the Notification frequency section. For detailed configuration options, see Email Notifications for OKRs.
5. Click Save.

Validations display an error message when date values are incorrect or if the end date is earlier than the start date.

Edit a Session

To modify an existing session:

1. Click the hamburger menu > OKRs > Sessions.
2. Locate the session you want to edit.
3. Click the action menu (three vertical dots) and select Edit.
4. Update the session details or notification frequency settings.
5. Click Save.

Tips

• Choose meaningful session names that clearly indicate the time period (for example, "Q2 2025" instead of "Session 2")
• Align session dates with your organization's planning cycles (quarterly, annually, etc.)
• Configure automated reminder notifications to keep teams on track with their objectives
• Sessions help organize and track OKRs within specific timeframes

Related Topics

• Sessions in OKRs - Understand OKR sessions and time-based planning
• Email Notifications for OKRs - Configure session reminders and learn about all notification types
• Adding New OKRs - Create objectives and key results for your sessions