How to Create an Objective

An Objective represents what we aim to achieve. It should be inspiring, challenging, and aligned with the company's strategy. An Objective isn't measurable on its own; for that, we use Key Results, which show us how we'll know if we're achieving the Objective.

Creating an Objective on the Platform

📌Step-by-Step Guide to Creating an Objective

1️⃣ Select the cycle in the upper-right corner of the screen to view your desired work period.

2️⃣ Click "+ Add new" and select "Add Objective."

3️⃣ Fill in the following information:

📌 What's the Difference Between Strategic and Tactical Objectives?

• Strategic Objective: Long-term goals aligned with the company's vision.
• • Example: Expand into new international markets.
• Tactical Objective: Operational goals that support strategic objectives.
• • Example: Increase the number of leads in Brazil.

After filling in all the information, click "New Objective" and it will be created!

2. Editing an Objective

To edit an objective you've already created, follow these steps:

1. In the OKR Tree, click on the objective or click the three dots and then "Detail" on the desired objective to open its details.
2. Edit any information, except the category.
3. Make the necessary adjustments and save your changes.

📌 Additional Information

• Objective Hierarchy: Displays the entities directly linked to the objective, including the parent objective, if applicable.
• Key Results (KRs): Shows all KRs linked to the objective, allowing for a quick view of progress and the ability to define the entity's priority.

3. Next Steps

The next step now is: ✅ Add Key Results to measure the objective's progress.
With this, your company will be able to track and manage OKRs efficiently, ensuring strategic alignment and execution focused on results! 🚀

Updated on: 03/07/2025