NOTE : Sub-Key results contribute to the progress of Key Results by aligning with their nature, including metrics and measurement units.
Step 1: Click on the “OKR” module to open the submenu, select “My View,” and once the objective is launched, click the edit icon to open the KR drawer.
Step 2: Select “Sub-Key Result” tab.
Step 3: Choose how task progress is calculated either through the sum of actuals or the average of actuals.
Step 4: Click on “Create New.”
Step 5: Enter a description of the task in the description field.
Step 6: Next, select the Task Owner.
Step 7: Click on the recurring icon to set the task to repeat weekly or monthly, and specify the task’s start and end date, and roll-up method.
Step 8: Set the start and end values for each day.
Step 9: Select how often the task repeats weekly or monthly.
Step 10: Choose the weekdays for the task and select the start and end dates.
Step 11: Select rollup option for each day. When Sub-Key Results has multiple entries, the KR progress will roll up based on the selected rollup method:
- Average of Actual: Calculates the average of all actual values from Sub-Key Results entries.
- Sum of Actual: Sums up all actual values from Sub-Key Results entries.
- Latest Actual: Uses the last actual value from Sub-Key Results entries.
- Average of Progress: Calculates the average of progress percentages from Sub-Key Results entries.
- Latest Progress: Uses the last progress percentage from Sub-Key Results entries.
Step 12: Then click the “Save” button.
Step 13: Once you create the Sub-Key Results, click on the description to expand it, where you can find the Check-in button.
Step 14: Click the checkin icon to complete the Sub-Key Result.
Step 15: Enter your ‘Actual Value’, update your check-in comments, and then click the ‘Submit’ button to complete the Sub-Key Resuls.
Please reach out to us at cs@datalligence.ai for any further inquiries.
