Getting started on 10xGoals
  • About 10xGoals
  • Quick start guide
  • Creating an objective
    • Personal and Business objectives
  • Adding key results
  • Accepting/Declining objectives
  • Annual Objectives
  • Teams
    • Add objectives to a Team
    • Run effective reviews
    • Follow / Unfollow a team
  • Add contributors to objectives
  • Providing check-ins & updates on OKRs
    • Multiple Milestones
    • MTD (Month-to-date) metric tracking
    • Back dated check-ins
  • Mentioning people on OKRs
    • Defining visibility while creating an Objective
  • Assessing growth with Feedback
    • Giving feedback
    • Requesting feedback
    • Sharing feedback
    • No Objectives found
  • PRODUCT GUIDES
  • Hierarchy support on 10xGoals
    • Using user demographic data for filtering objectives and better visibility controls
  • Visibility controls
    • Introduction
    • How are visibility rules defined?
    • Defining visibility while creating an Objective
    • Defining visibility while creating a Key Result
    • Viewing and changing visibility of an existing objective
    • Viewing and changing visibility of an existing Key Result
    • Selecting Users in Protected Visibility Option
    • Selecting Users in Custom Visibility Option
    • Visibility Filters for Objectives
    • Defining default settings for visibility as Admin
  • Add Contributors to your objectives
  • Using team tags effectively
  • Filters for deep dive
  • Action/Task board
  • Move and paste (Re-structure OKRs)
  • Starring Objectives ⭐️
  • Customizing Reminder Notification
  • Multiple Alignment/ Linking
  • Moving OKRs to next quarter
  • Summary Views
  • Goals Permissions
  • Admin Settings
  • Slack Integration
  • Custom Tags
  • JIRA Integration
  • Drag and Drop OKRs
  • Context View for OKRs
  • UserBoard
  • Google Sheet Integration
    • Admin guide: Google Sheets 10xGoals Add-on Installation
  • Send Reminders
  • Lock objectives
  • Zapier Integration
  • OKR Process Guides
    • Using success metrics for OKRs
    • Writing good check-ins!
    • 10xGoals Status guide
    • OKR champion guide
    • Sample OKRs
      • Sample OKRs examples
  • Help & Support
    • Reach out to us
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On this page
  • Why the actual objectives and KRs are not moved and rather a clone is created?
  • Can I move the same objective or KR to multiple quarters?
  • How do I view the original OKR from which the current OKR is cloned from?

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Moving OKRs to next quarter

Not all OKRs are achieved at the end of the quarter, and there is a need to move OKRs to next quarter. This page helps with the steps to make a copy of such OKRs in the future quarters.

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Last updated 4 years ago

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To move an objective or key result to the next quarter, please follow the steps explained below:

Step 1: Click on "Copy to quarter" option from the 3 dots menu on the OKR card or details page.

Step 2: Once you select the quarter where you want to copy the objective to, you will get the popup as shown below:

Step 3: There are three options available:

  • Copy this objective only: Copies only the objective without its KR. All the checkins, comments and activities will be copied. The copy will have the same owner and teams selected.

  • Copy objective and its key results: Copies the objective along with its KRs of the first level alone. The checkins, comments, activities of the first level KRs are also copied along with the Owner and team selections.

  • Copy objective and entire key result tree: Copies the Objective along with all its complete KR tree. That includes all the KRs of the objective KRs and so on. The checkins, comments, activities of all the KRs are also copied along with the Owner and team selections.

Choose the option that you would like to copy.

Step 4: Choose if you want to move achieved KRs. When you choose option 2 or 3 from the above step, you will see an additional option to not move the achieved KRs. This option is helpful when you may want to re-write the achieved objectives and hence might need them all.

Step 5: Once the options are selected, click on copy to copy the objectives to the selected quarter.

Step 6: You can view the copy of the objective in the new quarter view or via the activity feed of the objective which was copied.

Why the actual objectives and KRs are not moved and rather a clone is created?

There will be a need for maintaining the audit of the work that is accomplished in the current quarter. Hence a clone of the OKRs are created and moved to the next quarter and the original one is left untouched.

Can I move the same objective or KR to multiple quarters?

No. A selected KR can be moved from one quarter to one other subsequent one in one step. However, you can select the newly created OKR in the later quarter and move it across another quarter in a separate step.

How do I view the original OKR from which the current OKR is cloned from?

In the activity feed of the OKR, there is an entry created with a link to view original OKR. Refer to the image in Step 6.

Copy to Quarter option in the objective list view