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 read-only view, OKR Explorer for operational work, 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 plus all-status totals for strategic initiatives, objectives, and key results.
• Use the Current Timeframe section for a read-only tree of strategic initiatives, objectives, key results, and initiatives.
• Filter the dashboard by level, team, unit, owner, status, and timeframe.
• Use the Expand all or Collapse all toggle to open or close the current tree quickly.
• Dashboard is read-only. Use OKR Explorer for create, edit, delete, dependency, and check-in work.

Operations

Use OKR Explorer

• OKR Explorer is the main workspace for strategic initiatives, objectives, key results, and initiatives.
• Use presets such as All, My OKRs, My Teams OKRs, Strategic Initiatives, and scope-based views.
• Filter by timeframe, entity type, status, priority, owner, contributor, unit, team, scope, and risk.
• Objectives and key results are collapsible in the table, while strategic initiatives stay as standalone rows.

Reporting

Use OKR Summary

• Open OKR Summary from OKR Explorer when you want a cycle-level reporting snapshot.
• The page currently focuses on the selected cycle card, top entity totals, and three summary panels for objective status, objective confidence, and key result confidence.
• Use the export buttons there for attention, unowned, and unlinked CSV outputs.
• Use the inline Explorer links in the summary cards when you need to jump back into operational detail.

Planning

Create and Maintain Objectives

• Define the title, description, level, owner, priority, contributors, 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.

Planning

Work with Strategic Initiatives

• Create strategic initiatives in OKR Explorer when strategic work needs visibility across teams or owners.
• Set scope, owner, priority, contributors, timeframe, and status directly on the initiative.
• Use them as standalone collaboration records, not as parents of objectives.
• Strategic initiatives appear in the same explorer table as other OKR entities.

Measurement

Work with Key Results

• Each key result includes status, priority, contributors, 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.
• History views also include automatic audit entries for changes like owner, status, priority, contributors, and progress.

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.

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 one or more teams, and reset passwords when needed.
• Assign managers to units and teams so manager write scope is operable.
• 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 Dashboard for a quick snapshot, then open OKR Explorer for operational work.
3. 3Use OKR Summary when you need cycle-level totals or exportable reporting.
4. 4Create or update strategic initiatives and objectives with measurable key results.
5. 5Assign owners clearly.
6. 6Check in regularly and update confidence honestly.
7. 7Add 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.