This section covers the basics of creating OKRs, inviting teammates, and using filters to organize goals. It ensures teams start off aligned and structured, with easy ways to get everyone onboarded.

Onboarding & Setup guides teams through their first OKR cycle, from creating a cycle and setting objectives to linking initiatives and tracking weekly progress. Starter examples for Marketing, Product, and Sales make it easier to define clear, measurable goals, while quarterly cycles provide the right balance of focus and flexibility.

Tracking Progress explains how to monitor OKR performance through charts, status labels, and activity logs. It balances data-driven tracking with human context, making it easier to evaluate progress and identify risks.

This category helps admins manage both organizational structure and individual teammates. It covers setting roles, permissions, and team ownership to ensure the right level of accountability and control.

Initiatives connect strategy with execution by linking actionable projects to OKRs. Teams can create their own or use AI suggestions, ensuring every objective has a clear execution path.

This section explains how to structure, connect, and manage Hierarchical OKRs. It ensures progress rolls up automatically across levels, giving teams and leaders real-time alignment without manual updates.

This section helps users view, edit, and organize OKR cycles across past, current, and future periods. It ensures admins can manage timelines, clone or close cycles, and keep organizational planning consistent.

Cycles define time-bound OKRs, while the Vault stores past ones for reference. This section explains how to close, restore, clone, or delete cycles, giving teams flexibility in managing goals over time.

Exporting and reporting features let teams securely share OKRs with external stakeholders via links or email. These view-only reports support transparency without risking unauthorized edits.

AI Insights provide AI-powered signals, reports, and recommendations to highlight risks, spot opportunities, and guide next actions. They include AI Signals, Feedback Loops, Progress Reports, Resource Allocation, and Engagement Reports.

The Alignment dashboard visualizes connections between goals, highlighting progress, trends, and consistency across teams.

Notifications keep teams accountable with weekly reminders to update OKRs and summary reports for admins. This rhythm reduces the need for extra meetings while ensuring consistent visibility.

Security & Privacy outlines how data is stored, accessed, and managed across the platform. Enterprise-grade infrastructure and role-based permissions ensure reliability and transparency, while flexible retention and deletion policies give teams confidence and control over their data.

If issues arise, this section explains how to recover lost data or contact support. It ensures users have reliable help for setup, billing, or technical challenges.

This section allows users to update organization details, manage billing, and adjust subscription plans. It ensures admins maintain full control over account setup, finances, and scaling.

Practical playbooks, templates, and resources to help you set smarter goals, align teams, and get the most out of OKRs.