This guide walks you through setting up OKRnest from scratch: creating a team, inviting members, and publishing your first OKRs.

Step 1: Create your first team

When you log in to a new organisation with no teams, the home page shows Create Your First Team. Enter a team name, pick a cycle length and check-in cadence, optionally add members, and click Create Team.

You can also create a team at any time from the Teams page by clicking Create new team (or New team on mobile). In the Create New Team panel you set:

• Team name: A clear name for the group (e.g. "Product", "Engineering")
• Parent Team: Optional. Select a parent if this team sits under a larger group, or keep No parent team
• Cycle Length: How long each OKR cycle lasts, chosen from the standard lengths or a custom cycle type defined by your organisation
• Check-in Cadence: How often team members should update their key results (Weekly, Bi-weekly, Monthly, Quarterly, Yearly, or Custom)
• Team Members: Add existing users with Add Member, or use Invite more users

Step 2: Invite team members

If your colleagues haven't joined the organisation yet, admins and owners can invite them. You can invite users from the team creation panel or from Admin Settings > Users > Invite New Users.

Enter one or more email addresses, choose a role (User or Admin), and optionally assign them to teams. Each person receives an email invitation with a link to join.

Step 3: Create your OKRs

Open your team from the Teams page. The workspace opens on the OKRs section with the Create tab.

1. Select a cycle period with the period selector above the tabs (e.g. "Q2 2026")
2. If the AI Assistant is enabled you can choose Draft with AI and describe what the team wants to achieve. Otherwise click or write them yourself
3. Click Add Objective and type a qualitative goal
4. Press Enter or use Add key result to add measurable outcomes beneath it
5. For each key result, set the Type (Number, Percent, or Currency), the From and To values, and assign an Owner

Repeat for each objective you want to pursue this cycle. Most teams aim for 3 to 5 objectives with 2 to 5 key results each.

Step 4: Save or publish

When your OKRs are ready, use the buttons at the top right of the Create tab:

• Save as draft: Keeps the cycle in draft status so you can continue editing. Updates and check-ins stay locked until you publish.
• Publish: Sets the cycle to active. Team members can now update progress and run check-ins.

You can always come back to the Create tab to add or edit objectives and key results, even after publishing.

Step 5: Track progress

Once your cycle is active, team members record progress on the Update tab of the team's OKRs section, or on Update Progress in the sidebar, which lists every key result and KPI they own across teams.

The Status tab gives an overview of how the team's OKRs are progressing, and the team's Check-ins section lets the team reflect on progress together at regular intervals.

What's next

• Learn more about the editor in Creating OKRs
• Get familiar with the interface in Navigating OKRnest
• Set up cross-team alignment with Contributes to and Supports parent key result, described in Contributing & Supporting OKRs
• Track standing metrics with KPIs, described in Tracking a KPI with a Key Result