Worknano

How to update an OKR: period, objective, and key result

Updated 2026-10-15

Open OKR in the left sidebar. Company goals, quarterly objectives, and measurable key results. A red badge usually means key results you own have not been updated in over a month. Progress is a number, not a task board.

How to pick the period and the team

  1. Use the left menu to focus on a division or team. That is the org navigator.
  2. Year and quarter sit at the top of that menu. It defaults to the current quarter.
  3. Change them to plan ahead or review a past period. Only OKRs for that period appear.
  4. The breadcrumb shows Page → org unit. Click a crumb to change scope.

Example: switch to 2026 Q4 to draft next quarter before this one ends.

How to add an objective and a key result

  1. Stay on the Okrs view. Objectives are the parent rows. Expand one to see key results: progress and owner (responsible, accountable, consulted, or informed).
  2. Click header + to create an objective or a key result for the current period and org unit.
  3. Edit status and owner in the row.
  4. On a key result, type the current value. That moves progress. You do not drag this on a board.
  5. The ⋮ menu: edit, ask AI to check the wording, submit for approval. Validate before you send. The assistant checks whether the result is clear and measurable.

Example: objective “Win the mid-market”. Key result “Close 8 new deals” at 3 of 8. You type 4 after a win. Progress moves.

If current value is connectable, you can bind it to a live count or sum from another model. Bind it on the record (Connect next to the field). How that field is set up: Models.

Filter by owner, status, or org unit. Search titles. Those chips sit on the list toolbar. Your RACI rows also show under My → OKR.

How to use the other views

  1. Moals (mid-term goals that span more than one quarter) appear only when that module is on. Open the tab if you see it.
  2. Goals are company annual or multi-year goals. Quarterly objectives can align to a goal.
  3. Statements are vision and mission text. There is no progress bar.
  4. Settings (default year and quarter for new OKRs) is for leads and above.

Sparkles or Ctrl/Cmd+J opens the OKR assistant. It talks about objectives, key results, and owners. Full steps: How to use the page assistant.

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