Creating A Goal Plan

This feature applies only if your organization’s Workteam subscription includes the Planner module

Once your OKRs have been published or submitted and approved you will be able to create a Goal Plan for any of your OKRs.

A Goal Plan is a great way to break an OKR down into a set of tasks or initiatives to help define a path toward achieving the related OKR. The status of these tasks may be tracked in just the same way that you track the status of OKRs and, from within a goal plan, you can assign the tasks to different people within the organization. You can then give visibility of the planner to any other users within the organization.

A Workteam Planner is a fully customizable collaborative work management tool. For more information, see Getting started with Planners.