Objectives & Key Results

Product documentation

Objectives let you track high-level goals and measure progress through key results.

Status: Alpha (features may change).

Creating objectives

  1. Open Objectives from the sidebar
  2. Click New Objective
  3. Fill in the title and description, then use the pills to set status, start and target dates, access (private, workspace, or a team), and an optional parent objective
  4. Click Create objective

Health appears once the status is Active. Owner and team are set from the objective’s details sidebar after creation.

Objective fields

Field Description
Title Required. The goal you want to achieve
Status Draft, Active, Completed, or Cancelled
Health On Track, At Risk, or Behind — set manually to reflect tracking
Owner Primary person responsible
Team Team accountable for delivery
Parent Optional parent objective for hierarchy
Start date When work begins
Target date Desired completion date (must be after the start date)
Progress Calculated automatically from key results
Description Rich text summary

Objectives also support labels and custom fields, edited from the details sidebar.

Key results

Key results are the measurable outcomes tied to an objective.

Adding key results

  • Open the objective and click the + button in the Key Results section
  • Enter a title, pick a measurement type, fill in the values, and click Add

Each key result carries a status you set manually: Not Started, On Track, At Risk, Behind, or Completed.

Measurement types

  • Number - Plain numeric values with start, current, and target
  • Percent - Numeric values shown with a % unit
  • Currency - Numeric values with a currency code (USD, EUR, GBP, JPY, CAD, AUD, CHF)
  • Custom unit - Numeric values with your own unit label, such as “deals” or “points”
  • Date - Complete when the actual date lands on or before the target date
  • Boolean - A toggle that marks the outcome achieved

Removing a key result excludes it from objective progress.

Progress and health

  • Key result progress is calculated from its values: numeric types move from start toward target, clamped between 0% and 100%
  • Objective progress updates automatically whenever key results change
  • Health is set manually to reflect how the objective is tracking

Views, filters, and grouping

  • The list shows active objectives by default; adjust filters to see drafts or completed objectives
  • Table view with inline editing for status, health, start date, and due date
  • Switch between flat and hierarchy layouts from the Display menu to see parent/child objectives
  • Group by status, health, team, or owner
  • Filter by status, health, team, owner, parent, archived, and search; save filter and display setups as views
  • Click a row to preview the objective and its key results in the sidebar

Objectives on dashboards and pages

  • On a dashboard, add a Table widget and set its record type to Objectives for a filterable objectives table
  • Objective pages support extra widgets — including Key Results, Hierarchy, and Relationships panels — added while customizing the page layout