Creating OKR levels

Owned by Dimi
Last updated: Oct 03, 2024 by Nikita Korotkov
2 min read

 

You must have Plugin Admin rights to see the Levels tab.


It is possible to customize your OKR levels according to your company structure.
We create a basic setup: Company, Group, and Personal levels of objectives, but you can rename or delete them if you wish.


To adjust your levels

  1. Navigate to Settings > OKR Levels tab.

  2. Click "+Create OKR Level. "“

  3. Fill up the name, ID and pick the color of the icon.

  4. Done.

CleanShot 2024-10-03 at 18.13.46-20241003-151347.png

 

Supported signs in the icons
You can use whatever symbols you want: Latin, German, Japanese, or even Emoji.




The order of levels

You can define in which order you'll see the levels everywhere (filters, explorer tab).
Just use the DnD option and set the correct order.

 

Some limitations

  1. Now you have levels shared across all the workspaces.

  2. To delete a level, it shouldn't be used anywhere, meaning there are no items with such a level available across all the workspaces.

 

 

 

More about creating and managing your OKR structure can be found in our blog: OKR Alignment and Breakdown | Oboard