Help

  1. Overview
  2. Workspaces
  3. Users
  4. Cycles
  5. Teams
  6. Objectives
  7. Key Results
  8. Dashboard

General overview

Welcome to OKR Dash's Help center. In these pages you can learn about our OKR software and how to use it.

Knowledge Base

Check out our OKR knowledge base for more articles and information on how to do Objectives & Key Results really well.

A quick introduction

  • When you register an account you will have a default Workspace created for you automatically. Or, if you accept an Invite you will automatically join an existing Workspace. Everything in OKR Dash is grouped inside a Workspace.

  • If you're the administrator of the Workspace, you can invite Users to join your Workspace. People must be inside the Workspace to see OKRs and any updates. You can also upgrade the Workspace to Premium to unlock new features and remove all the limits.

  • You'll need to create some Cycles. These are time periods within which you run a set of OKRs. For most companies these are quarters of the year, but you can use whatever period you like. All OKRs are assigned to a Cycle.

  • You can also create Teams to group Users together. This allows you to see OKRs and updates by Team which is a helpful way to narrow down the view. If you have lots of OKRs or Users this is highly recommended.

  • Now you can create your first OKR, cascading Objectives down through your organisation.

  • As time passes you will update your KRs so everyone can see the progress during the Cycle and look back at the history. We have different types of Key Result that allow you to capture targets in the best way for you.

  • When you're ready you can present your OKRs in our Dashboard view. This "at a glance" view is meant for big screens, or stakeholder presentations, or just checking in day to day to see how everyone is getting on.

Hopefully that gives a good sense of how all the pieces fit together. Click on the links above to find out more about each part of the puzzle.