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Creating OKRs

OKRs in OKRnest are created inside the Create tab of the OKR Manager. Each team has its own OKR Manager where you add objectives and key results for a given cycle period.

The Create tab in OKR Manager showing objectives and key results

Getting started

  1. Navigate to your team's OKR page from the sidebar
  2. Select a cycle period using the period selector in the header (e.g. "Q2 2026")
  3. Make sure you're on the Create tab

If the selected period doesn't have any OKRs yet, you'll see an empty state with an Add Objective button. If a previous cycle exists, you'll also see a Copy OKRs from last cycle option to quickly get started.

Adding an objective

Click the Add Objective button at the bottom of the page. A new objective card appears with a text field where you type your objective title.

An objective card with the title field and key results listed below

  • Title: Type a clear, qualitative goal (e.g. "Increase customer satisfaction")
  • Press Enter in the objective title field to immediately add the first key result beneath it
  • Drag the target icon on the left to reorder objectives within the cycle

You can add as many objectives as you need. Each objective is displayed as a card containing its key results.

Adding key results

Under each objective, click + Add key result to add a new key result. You can also press Enter in an existing key result's title to add the next one.

Each key result has several inline fields that appear once you type a title:

A key result row showing the title, type, from/to, and owner fields

Key result fields

Title: Describe a measurable outcome (e.g. "Increase NPS score from 30 to 50"). The title field auto-expands as you type.

Type: Choose how the key result is measured:

  • Metric: A plain number (e.g. 0 → 100 users)
  • Percent: A percentage value (e.g. 0% → 100%)
  • Currency: A monetary value using your organization's currency (e.g. $0 → $10,000)

The type affects how values are displayed throughout OKRnest but doesn't change how progress is calculated.

From → To: Set the starting value and target value. Click the From→To button to open a popover where you enter both numbers. Press Tab to move between the From and To fields, or Enter to confirm.

  • New key results default to 0 → 100 with the Metric type
  • You can set any numeric values, including decimals

Owner: Assign a team member who is responsible for this key result. Click the owner field to see a dropdown of all team members. Select No owner to leave it unassigned. If you're an admin, you can also select Add new user to team to add someone directly.

The owner dropdown showing team members with avatars

More options (Key Result Settings)

Click the (more options) button on the right side of a key result to open the Key Result Settings panel. This side panel gives you access to all key result settings in one place:

The Key Result Settings side panel

Title: Edit the key result title in a larger text area.

Type: Choose between Metric, Percent, and Currency using clearly labeled buttons.

Target Values: Set the From and To values with separate input fields.

Owner: Search for and select a team member. When an owner is assigned, their name and avatar appear. Click the × to remove the assignment.

Include in progress calculations: A toggle switch that controls whether this key result contributes to the objective's overall progress. When turned off, the key result's weight is set to 0 and it is excluded from progress calculations. This is useful for key results that are informational or supporting but shouldn't affect the objective's progress percentage.

Supports parent key result: If your team has a parent team, you can link this key result to a key result in the parent team's OKR cycle. This creates an alignment relationship that's visible in the alignment map. Click Link to parent key result to open a dialog showing the parent team's objectives and key results for the matching cycle period.

The parent key result linking dialog

Contributes to (objective alignment)

Each objective has a Contributes to button in its header. This lets you link your objective to objectives from other teams, establishing cross-team alignment.

The Contributes to dialog showing objectives from other teams

Clicking the button opens a dialog where you can:

  1. Browse objectives from all teams in the current cycle period
  2. Search by objective title
  3. Filter by team using the team dropdown
  4. Sort by objective name, team, or cycle
  5. Select multiple objectives that your objective contributes to

The dialog has two tabs: All Objectives shows all available objectives with pagination, and Selected shows only the objectives you've chosen. The count of linked objectives is displayed on the button (e.g. "Contributes to (2)").

Reordering with drag and drop

Both objectives and key results support drag-and-drop reordering:

  • Objectives: Drag the target icon in the objective header to move it up or down
  • Key results: Drag the number indicator on the left side of a key result to reorder within the same objective

Key results can only be reordered within their parent objective. You cannot drag a key result from one objective to another.

Deleting and restoring

  • Click the trash icon on an objective or key result to delete it
  • Deleted items are marked as inactive and shown with reduced opacity
  • Click Undo on a deleted item to restore it
  • Brand new items (not yet saved) are removed immediately rather than marked inactive

Saving your work

The button bar at the top of the Create tab changes based on the cycle status:

New cycle (no cycle created yet):

  • Save as draft: Creates the cycle in draft status and saves all objectives and key results
  • Publish: Creates the cycle and immediately sets it to active status

Draft cycle:

  • Save as draft: Saves changes while keeping the cycle in draft
  • Publish: Saves changes and sets the cycle status to active

Active cycle:

  • Save changes: Saves your edits to the already-active cycle
  • Discard changes: Reverts all unsaved edits

You can also use the keyboard shortcut ⌘+Enter (Mac) or Alt+Enter to save changes quickly.

If you try to navigate away with unsaved changes, a confirmation dialog will ask whether you want to leave or stay.

Tips for creating effective OKRs

  • Keep objectives qualitative and inspiring: They should describe the outcome you want, not a metric
  • Limit objectives to 3–5 per cycle: Focus drives better results
  • Make key results measurable: Each one should have a clear number that defines success
  • Assign owners: Individual accountability ensures key results don't fall through the cracks
  • Use the "Contributes to" feature: Linking objectives across teams makes alignment visible to everyone
  • Start with "Save as draft": Collaborate on your OKRs before publishing to the team