Tags

A better way to prioritize your OKRs during execution, reviews, and end-quarter reflection.

What are tags?

Tags are essential to highlight and filter high priority items for ease of reviews. After assigning tags to your objectives, it becomes easier to identify them as the type of goals/objectives, agreed upon by everyone in the organization.

We strongly recommend using 'Committed', 'Aspirational' or 'Solutioning' tags for OKRs that help clearly identify the nature of the OKR/initiative, thereby ensuring the correct handling for Performance Management purposes.

The C/A/S tag is also useful for prioritization during execution, reviews, and end-quarter reflection.

Committed: These OKRs are typically BAU where the path of execution is relatively clear. They have to deliver 100% (meet the set targets as discussed and agreed upon with the individuals, teams, and organization).

Aspirational: These are the OKRs where the execution path is not fully defined, but an attempt is required nonetheless. These are the moonshots that have room for variance. If 70% of moonshots are achieved, it is considered a breakthrough. It is helpful to define aspirational OKRs over multiple quarters.

Solutioning: OKRs that lack a specific path to achieve the objectives fall under the category of ‘Solutioning’. These OKRs are to solve complex problem statements. Solutioning/experimentation OKRs are ideal for the first (in the current quarter) ahead of a committed OKR (scheduled in the next quarter).

You can create your own custom tags to identify and filter according to your organization’s needs.

Adding tags to OKRs

Adding a tag while creating a new OKR

Step 1: Click on New Objective or Create an Objective in your dashboard.

Step 2: Once you have titled your objective and filled necessary details, click on #Tags button on the bottom of the pop-up window to add tags to the objective.

Step 3: Type the title of a pre-existing tag or click on Create a new tag button to assign a fresh tag to the objective.

Adding a tag to existing OKRs

Step 1: Go to Objectives tab from the left-hand side menu on your dashboard and find the Objective you want to assign to a tag.

Step 2: Click on View details option from the three dot menu available against each parent objective.

Step 3: In the objective's detailed window, click on #Tags button to search for pre-existing tag or to assign a new tag to the objective.

Filter or Search by tags

You can filter your OKRs according to the tags assigned to them at any point by following this process:

Manage Tags

To modify your tags:

Step 1: Click on the objective whose tags you want to manage to open its detailed page.

Step 2: Click on the tags mentioned under the objective name to access the three dot menu and select Manage your tag option.

Step 3: You can edit or delete the tag that you want to modify. Click on Save button to finish.

FAQs

Can I have more than 1 tag for my OKRs? Yes, you can have more than one tag for any OKR.

What is the character limit for creating a custom tag? Custom tags are limited to 25 characters.

Can I edit/delete custom tags? As an admin, you can edit/delete all tags created in the organization. A user can edit/delete a tag that has been created by them.

If I rename a tag, how does it reflect in OKRs? All OKRs get reflected with the new tags. Think about editing the OKR title.

If I Delete a tag, how does it reflect in OKRs The tag automatically vanishes from all OKR main and details pages.