Help for people using OKR Hub

Basics

Core Concepts

These are the main objects you will work with throughout the application.

Access

Sign In and Navigation

• You can sign in with Microsoft or with email and password.
• New users created by an admin may be required to set a new password on first sign-in.
• Use Dashboard for a broad view, My Teams for organizational browsing, and Help for product guidance.
• Use the profile menu to reach Settings if you are an admin, or to sign out.

Permissions

Roles and Responsibilities

Daily Work

Use the Dashboard

• Review company progress, active objectives, and items that need attention.
• Filter objectives by level, team, unit, and timeframe.
• Switch between Grid and Combined view depending on whether you want visual summaries or a denser operational view.
• Managers and admins can create a new objective directly from the dashboard.

Planning

Create and Maintain Objectives

• Define the title, description, level, owner, timeframe, and optional parent objective.
• Assign the objective to a team or unit so it appears in the right part of the organization.
• Use parent objectives to align lower-level work with broader company priorities.
• Write objectives as outcomes, not task lists.
• Use Refine with AI when the wording is too vague or when draft key results need a stronger first pass.

Measurement

Work with Key Results

• Each key result includes a start value, target value, unit, owner, confidence, and optional description.
• Weight controls how strongly a key result influences the parent objective progress.
• Use 0.5x for lower impact, 1x for normal impact, and 2x for high impact.
• Objective progress is mainly calculated from key result progress and weight.

Execution

Run Check-Ins

• For key results, update the current value and select the confidence level.
• For objectives without measurable key results, you can set the progress percentage directly.
• Use On Track when delivery looks healthy, At Risk when there are concerns, and Off Track when the target is unlikely without intervention.
• Add a short note when context matters, such as blockers, scope changes, or major wins.

Alignment

Manage Dependencies

• Create a dependency when one objective or key result relies on another item.
• Use Depends On when delivery requires another item first.
• Use Contributes To when one item supports a higher-level result.
• Use Blocks when one item is actively preventing another from moving forward.

Organization

Browse Units and Teams

• Use My Teams to select a unit or a team from the sidebar.
• Selecting a unit shows unit-level OKRs for that organizational area.
• Selecting a team shows the team-specific OKRs for the selected timeframe.
• Use Grid or Tree view depending on whether you need faster scanning or more structural context.

Administration

Admin Setup

• Create timeframes such as Q1 2026 or Annual 2026 and mark the active one.
• Manage units, teams, and hierarchy levels in Settings.
• Add users, assign roles, map them to teams, and reset passwords when needed.
• Set up organizational structure in Settings before broad OKR entry starts so reporting remains consistent.

Best Practice

Recommended Working Pattern

1. 1Select the active timeframe.
2. 2Review company, unit, and team objectives for alignment.
3. 3Create or update objectives with measurable key results.
4. 4Assign owners clearly.
5. 5Check in regularly and update confidence honestly.
6. 6Add dependencies anywhere cross-team work affects delivery.

Support

Troubleshooting

• If you cannot see Settings, your account is probably not an admin account.
• If you cannot create objectives, your account is likely missing manager or admin permissions.
• If expected OKRs are missing, first check the selected timeframe and active filters.
• If a new user cannot sign in, they may still need to complete the first-time password change.