Copying Objectives to another 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.
To move an objective or key result to the next quarter, follow the steps explained below:
Step 1: Click on Copy to quarter option from the three-dot dots menu on the OKR card or details page.
Step 2: Once you select the quarter where you want to copy the objective, you will get the popup as shown in the video below.
Step 3: There are three options available:
Copy this objective only: Copies only the objective without its KR. All the check-ins, 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 check-ins, 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 check-ins, 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 are actual objectives and key results not moved and a clone is created instead?
To accurately measure the progress on objectives and audit the work accomplished in the current quarter, it is necessary to create a clone while maintaining the originally assigned objective. A clone of the OKRs enables maintain an accuracy of achievements and work cycle in the org.
Can I move the same objective or KR to multiple quarters?
No. A selected KR can be moved from one quarter to the 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?
In the activity feed of the OKR, there is an entry created with a link to view original OKR.
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