Team OKRs play a pivotal role in driving collaboration and focus within a team, ensuring they contribute effectively to the overall company goals. With Synergita OKR, team leaders and members can set and track team-specific objectives to achieve remarkable results. Here's how you can create team objectives efficiently:

 

Step 1: Access Team Objectives

  • Click on Team Objectives in the left navigation menu to access the Team Objectives creation page.

Step 2: Create a New Team OKR

  • Click the Create your own button to initiate the creation of a new team OKR.
  • If there are existing team OKRs created, then the page will show the list of OKRs. To create the OKR, click on + button on the top right of the page.


  • OKRs can also be created using existing templates, by clicking on the button "Create using templates".
  • To Lean how to use OKR Templates, click here.

 

Step 3: Fill in the Required Information

  • The Team Objective creation page presents various fields that require information. Ensure to provide the following details:

  • Objective Name - Type in the name of the objective.
  • Start date and due date - Select the start date and due date for monitoring the OKR's progress or accomplishing the set objective using the date picker.
  • Tag - Use this function to classify OKRs and facilitate easy reference. Click on the Tags field, choose from the options, and add custom tags by typing and pressing enter. You can add a maximum of 3 tags for an objective.


  • Visibility - You can set the objectives, as either confidential or Public. The public objectives are visible to all the employees while confidential objectives are visible only to specific users who are given view access. These users can be granted view access by entering the name in the Choose User text box.


  • Organizational Unit - Clicking here will open a popup with a list of organizational units in your company. Choose the team/ division where the team objective should be created
  • Choose Owner Begin typing an employee's name to see matching results from your company's directory. You can either select a name from the dropdown or click on "View Directory". The directory popup showcases employees, their designations, and an action column with a "Choose" button. Use this to assign the objective's owner.

  • Define Key Result - Key results are specific, time-bound, realistic and measurable outcomes that drive the team and the individuals for achieving their set objectives. Click on Add Key Result button to add the key results one by one.



  • Enter Key Result: Enter key results in texts that help achieve the main objective (max 2000 characters). E.g: Increase lead count to 100.
  • Measure By: Determines how you'll measure the Key Result, choosing from "Number", "Text", or "Boolean".
    • Number - This is a number-based target. Boolean - Completed/Not-completed type of targets (Complete $100,000 value of Sales).
    • Text - The targets, which are not based on the number and Boolean fall into this type.
  • Unit: Select a unit of measurement. Options include "#", "%", "$", "R", "₹", "£". If these don't suit, choose "Custom". This opens a popup where you can input a unique symbol or text. You can then determine its placement relative to numbers, using the "Show before number" or "Show after number" radio buttons..



  • Type: This dictates the nature of the Key Results. Options are: "Equal to", "Should decrease to", "Should increase to", "Should stay above", and "Should stay below".
  • Target Value: Based on the unit chosen, input the desired value for this Key Result.
  • Additional Box (Based on type): If "Should decrease to" or "Should increase to" is selected as Target Type, an additional "Start Value" box appears.
  • Assign as Objective: Selecting this checkbox enables cascading the Key result into an objective for another user. It displays two options.
    • OKR Type: You can select the type of OKR to cascade, which can be Team or Individual.
    • Choose Owner Field: Text input to specify the owner of the cascaded objective. You can type and select the owner, or click on View Directory button.
  • Buttons:  Three actions can be taken after defining the Key Result.
    • Delete - Removes the Key Result.
    • Clear -  Resets the entered values. 
    • Save KR - Saves the current Key Result. Saved Key Result can be edited or deleted later. 
  • Weightages (Optional): Assign weightage to each key result to define their varied contribution to achieving the objective. Click the "Enable Weightage" toggle button to enable this feature. Ensure the total weightage of all Key Results equals 100%. 



  • Progress Calculation: The progress calculation for the objectives aligned to this objective can either use only the key results or use both key results and progress of the objective aligned to it.
  • Initiatives:  Enter the initiatives taken to achieve the set objectives.
  • Align Objective:  Click the Align button and choose a parent objective to align your objective with.


Step 4: Save or Cancel the Objective

Finally, after filling all the fields you can choose to Cancel, Save as Draft, or Submit the objective.

  • Cancel: Exits without creating the objective.
  • Save as Draft: Retains the objective as draft to be submitted later.
  • Submit:  Submits and publishes the objective.

 

Step 5: Send for approval

  • In Configuration >> OKR Configuration, if the toggle for Enable Approval is turned on for creating team objectives, then the objective cannot be submitted directly.
  • When this is enabled, then the submit button becomes Send for Approval.



         Click Send for approval and the objective will be sent to approval to either the Aligned objective owner or Reporting Manager depending on the configuration.

        Only after their approval, the objective will be created and published.