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Managing Teams & Users
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Managing Teams & Users

Last Update 12 days ago
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.
OKRs Tool
What’s the difference between Teams and Users?
Last Update 2 months ago
How do I manage permissions?
Last Update 2 months ago
How do I assign a Key Result (KR) to a team member?
Last Update 2 months ago
What roles and permissions exist in OKRs Tool?
Last Update 2 months ago
How can I create a new team?
Last Update a month ago
How do I assign a new Org Admin?
Last Update 12 days ago

Other Categories

Getting Started
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.
3 articles and other
Last Update 2 months ago
Onboarding & Setup
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.
5 articles and other
Last Update a month ago
Tracking Progress
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.
9 articles and other
Last Update 18 days ago
Initiatives
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.
1 article and other
Last Update 2 months ago
Hierarchical OKRs
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.
16 articles and other
Last Update 18 days ago
Cycle Management
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.
5 articles and other
Last Update 19 days ago
Cycles & Vault
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.
3 articles and other
Last Update 2 months ago
Exporting & Reporting
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.
1 article and other
Last Update 2 months ago
AI Insights
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.
6 articles and other
Last Update 2 months ago
Alignment
The Alignment dashboard visualizes connections between goals, highlighting progress, trends, and consistency across teams.
3 articles and other
Last Update a month ago
Notifications & Reminders
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.
2 articles and other
Last Update 16 days ago