Goals & OKRs

Set objectives for the quarter, break each one into measurable key results, and link the work items that move them. Progress rolls up automatically from the numbers you enter.

Plan: Pro and above

What you can do

  • Create objectives scoped to a quarter and year.
  • Add key results with a target value and a unit (%, customers, ms — anything you like).
  • Update a key result's current value; the objective's progress recalculates itself.
  • Mark an objective On Track, At Risk, Off Track or Done.
  • Link work items to a key result so you can see how much work is riding on it.
  • Filter the board by quarter.

Getting started

Create an objective

  1. In the workspace sidebar, click Goals & OKRs.
  2. Click Add Objective in the page header.
  3. Fill in the inline form: title, status (On Track / At Risk / Off Track / Done), quarter (Q1–Q4) and year.
  4. Click Add Objective.

The objective appears as a card with a status badge, a progress bar and its quarter/year.

📷 Screenshot: The Goals & OKRs page with quarter tabs across the top and objective cards below.

Add key results

  1. Click the chevron on the left of an objective card to expand it.
  2. Click + Add Key Result.
  3. Enter a title, a target value and a unit (leave the unit blank if a bare number reads better).
  4. Click Save.

A key result starts at 0 towards its target.

Updating progress

Progress is entered by hand — that is the point of a key result, it is a number a human is accountable for.

  1. Expand the objective.
  2. Click the pencil icon on a key result row.
  3. Type the new current value and click Save.

Two things happen straight away:

  • The key result's mini progress bar moves to current ÷ target, capped at 100%.
  • The objective's progress becomes the average of all its key results' percentages. An objective with no key results sits at 0%.

So an objective with three key results at 100%, 50% and 0% shows 50%.

Linking work items

Each key result carries a list of linked work items, shown as an "N issues" badge on the row.

  1. Expand the objective and find the key result.
  2. Click + Issue.
  3. Paste the work item's ID and click Link.

Linking is a reference, not an automation: it records that this work supports this key result. It does not move the current value. You still update the number yourself.

Filtering by quarter

The tabs at the top of the page — All, Q1, Q2, Q3, Q4 — filter the objective list to the quarter each objective was created against. They do not filter by year, so if you keep several years of objectives, expect to see them together under the same quarter tab.

Tips

  • Write key results as measurements, not tasks. "Ship the billing rewrite" is a work item; "Cut checkout errors from 4% to 0.5%" is a key result.
  • Use the unit field. 28 / 40 hours reads far better than 28 / 40.
  • Set the target so that 100% is genuinely ambitious, and read 70% as a good outcome.
  • Review status manually each week — nothing sets an objective to At Risk for you.

Limits & good to know

  • Objectives are workspace-level, not per-project. A key result can link work items from any project in the workspace.
  • Once an objective is created, the page lets you delete it but not rename it or change its status, quarter or year. Delete and recreate if you need to change one of those.
  • The same applies to a key result's title, target and unit — you can edit the current value and delete the row, nothing else.
  • Linking a work item takes an ID, not a searchable picker.
  • Deleting an objective deletes its key results with it. There is no confirmation step.
  • Progress never exceeds 100% per key result, even if you beat the target.