OKR Views

Everything about views and navigation

We have 3 different types of views supported to enable different use-cases

My view: This view shows all objectives that a person is currently working on. In case I create an objective and assign to a different owner, we show a toast that an objective was created and it can be viewed in all objectives. However, this objective is not shown in my objective view.
Team view: Here one can see what all teams they are contributing to and a team manager can see what’s being worked by their team/ any other team.
All objectives: This view enables a user to see all the objectives that exist including company objectives and non-aligned objectives. Every user can do all actions and see their OKRs differently in the all objectives view but for the rest of the OKRs they are the viewers and all cases of viewer will apply there.

Common decisions across views

Create objective is a Global field
OKR unit remains same across the views i.e we show the objective and immediate KR’s as a unit by default and rest is expandable.
OKRs detail pane opens on clicking OKRs across all views.
A user can take all actions on their OKRs (as per permissions) in all views
A label/ info text remains intact across all views depending on the context
Show alignment action remains intact across all views
Filter remains the same across views but is powered within the given view. For eg: if you are in a team view and you are searching for a person then it would show only people who are part of this view chain.
How do you show an OKR whose owner/team belongs to a user/team but has a grandchild belonging to the same user/team? Expand the parents till the relevant KR is exposed. This is a rare case and this seems like the simplest solution for MVP.
When a person clicks on the OKR link from the JIRA ticket/ notification/mail etc or from the “view” button on toast, we show the OKR highlighted with the right pane of OKR details. Where does this appear?
- Any OKR when clicked/opened from an external platform opens up in the “All objectives” view (for MVP) till this KR is expanded. This applies to any objective be it company or non-aligned.
- The user can see this objective in another context by clicking on “view in context” from the details pane.

My View

This view is user dependent.
It has all objectives that the user is working on. Some of these could be assigned to him by others ( user owns). If a user creates an objective and assigns to himself that will also be visible here.
Labels and helper text are also part of my views. These are dependent on views and views are dependent on user. These are detailed out in the states matrix in the OKR unit gitbook section.
After default sorting, the objectives in my view are sorted based on recency. New things always come up to improve actioning by user.
If any of my objective have KR’s that have been moved to different quarters. Then the label will show “moved to Qn” and show KRs as per the OKR unit

Team View

Adding teams to OKRs is not mandatory.
- If not, how do you encourage people to assign a team? Not in MVP
Company objective may or may not have team tag.
When an OKR is tagged with more than one teams, it appears in views of both teams. An OKR can have a maximum of 3 teams tagged to it.
Users can create a team using the team selection box in the OKR.
What teams appear in the selection menu? Show all teams, indicating what teams owner is part of/subscribed to.
User can follow teams by searching, previewing and then following them. The followed teams appear in the team view of the user.
We show user’s teams in the main navigation. We expect most people to be part of not more than 2-3 teams. Even if there are more teams, we have enough real-estate to accommodate the tabs, beyond which, we can hide additional tabs inside a menu.
Can user create new OKR in team view? Yes. Creating OKR will be a global function.
The default order of Teams in navigation is based on following order.
Is it required to add user to a team? Is there any incentive to add users to team? Probably No. This could be out of MVP as per current tech bandwidth.

Team management

How do users manage teams (tags)?
If a user is subscribed to a team by the creator, then that team gets added to the user’s dashboard. For eg: if Ramya creates a team calling OKR offering and adds Himani to it. Himani sees OKR offering as a team that appears (by default) on her dashboard.
Can anyone use a team tag? (Assuming no formal team creation on tool) - If it already exists? They can select from a drop-down menu. All teams are shown. If a team does not exist, there will be an option to create new from there itself. - Who can create a new team tag? Is this a list we ask admins to create and only they can edit? We allow everyone to create a team (they become owner of that team). They can also delete, edit it.
Who can delete a team? Whoever created that team.
Who can edit a team? Whoever created that team.
Can users subscribe to teams? Yes, will most likely use “follow” metaphor instead of adding or being added to a team.
Considering that teams will be used purely as tags now, without needing to add people in them, is there value for other people to know who is part of which teams? Yes, one can see people following a particular team. Outside MVP currently as per tech-bandwidth
If an owner of an OKR is removed from the tool, and the OKR is reassigned to the creator/parent, what team(s) does the creator see, given that they were not part of the owner’s team(s)? The teams will be retained. The new owner can make the necessary changes. The standard accept/decline flow will be triggered anyway, so they will have enough clarity on the details of the OKR.
What happens to an OKR’s team tag if an owner is removed from a team but not removed from the tool? Nothing changes. This is an unlikely case. Since teams are going to be used as tags, teams and owners are decoupled.
How does one look at the OKRs of a team that they are not part of? They can look at the company view and filter by teams or add a team tab to their view (subscribe).

All Objectives view

This view has all objectives (company objectives and non-aligned objectives)
By default all objectives in all views will be sorted by company, aligned and then non-aligned.
In MVP we are not having any other order within these two categories (everything is sorted based on creation date) after the default sort of company first, aligned and non-aligned later.

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Common decisions across views

Create objective is a Global field

OKR unit remains same across the views i.e we show the objective and immediate KR’s as a unit by default and rest is expandable.

OKRs detail pane opens on clicking OKRs across all views.

A user can take all actions on their OKRs (as per permissions) in all views

A label/ info text remains intact across all views depending on the context

Show alignment action remains intact across all views

Filter remains the same across views but is powered within the given view. For eg: if you are in a team view and you are searching for a person then it would show only people who are part of this view chain.

How do you show an OKR whose owner/team belongs to a user/team but has a grandchild belonging to the same user/team? Expand the parents till the relevant KR is exposed. This is a rare case and this seems like the simplest solution for MVP.

When a person clicks on the OKR link from the JIRA ticket/ notification/mail etc or from the “view” button on toast, we show the OKR highlighted with the right pane of OKR details. Where does this appear?

Any OKR when clicked/opened from an external platform opens up in the “All objectives” view (for MVP) till this KR is expanded. This applies to any objective be it company or non-aligned.
The user can see this objective in another context by clicking on “view in context” from the details pane.

My View

This view is user dependent.

It has all objectives that the user is working on. Some of these could be assigned to him by others ( user owns). If a user creates an objective and assigns to himself that will also be visible here.

Labels and helper text are also part of my views. These are dependent on views and views are dependent on user. These are detailed out in the states matrix in the OKR unit gitbook section.

After default sorting, the objectives in my view are sorted based on recency. New things always come up to improve actioning by user.

If any of my objective have KR’s that have been moved to different quarters. Then the label will show “moved to Qn” and show KRs as per the OKR unit

Team View

Adding teams to OKRs is not mandatory.

If not, how do you encourage people to assign a team? Not in MVP

Company objective may or may not have team tag.

When an OKR is tagged with more than one teams, it appears in views of both teams. An OKR can have a maximum of 3 teams tagged to it.

Users can create a team using the team selection box in the OKR.

What teams appear in the selection menu? Show all teams, indicating what teams owner is part of/subscribed to.

User can follow teams by searching, previewing and then following them. The followed teams appear in the team view of the user.

We show user’s teams in the main navigation. We expect most people to be part of not more than 2-3 teams. Even if there are more teams, we have enough real-estate to accommodate the tabs, beyond which, we can hide additional tabs inside a menu.

Can user create new OKR in team view? Yes. Creating OKR will be a global function.

The default order of Teams in navigation is based on following order.

Is it required to add user to a team? Is there any incentive to add users to team? Probably No. This could be out of MVP as per current tech bandwidth.

Team management

How do users manage teams (tags)?

If a user is subscribed to a team by the creator, then that team gets added to the user’s dashboard. For eg: if Ramya creates a team calling OKR offering and adds Himani to it. Himani sees OKR offering as a team that appears (by default) on her dashboard.

Can anyone use a team tag? (Assuming no formal team creation on tool) - If it already exists? They can select from a drop-down menu. All teams are shown. If a team does not exist, there will be an option to create new from there itself. - Who can create a new team tag? Is this a list we ask admins to create and only they can edit? We allow everyone to create a team (they become owner of that team). They can also delete, edit it.

Who can delete a team? Whoever created that team.

Who can edit a team? Whoever created that team.

Can users subscribe to teams? Yes, will most likely use “follow” metaphor instead of adding or being added to a team.

Considering that teams will be used purely as tags now, without needing to add people in them, is there value for other people to know who is part of which teams? Yes, one can see people following a particular team. Outside MVP currently as per tech-bandwidth

If an owner of an OKR is removed from the tool, and the OKR is reassigned to the creator/parent, what team(s) does the creator see, given that they were not part of the owner’s team(s)? The teams will be retained. The new owner can make the necessary changes. The standard accept/decline flow will be triggered anyway, so they will have enough clarity on the details of the OKR.

What happens to an OKR’s team tag if an owner is removed from a team but not removed from the tool? Nothing changes. This is an unlikely case. Since teams are going to be used as tags, teams and owners are decoupled.

How does one look at the OKRs of a team that they are not part of? They can look at the company view and filter by teams or add a team tab to their view (subscribe).

All Objectives view

This view has all objectives (company objectives and non-aligned objectives)

By default all objectives in all views will be sorted by company, aligned and then non-aligned.

In MVP we are not having any other order within these two categories (everything is sorted based on creation date) after the default sort of company first, aligned and non-aligned later.