ℹ️ Available on all plans.
Templates make sure everyone shares the right information in the same way. For example, the OKR description template asks why an Objective is a priority, so every OKR explains why it matters.
Edit a template
ℹ️ This requires Superadmin rights.
Go to Configure > Templates.
Click the template (1) you want to change.
Edit the text (2).
Click Save (3). To undo your changes, click Reset to default (4).
These templates are available:
OKR description: Shown when someone adds an Objective. By default, it asks: Why is it a priority?
Closing notes: Shown when someone closes an OKR, for example to share learnings and next steps. See Close, archive, and delete goals.
Archiving notes: Shown when someone archives a Key Result or Initiative, for example to explain its impact and what they learned.
Progress updates: Shown when someone updates a goal. It's empty by default, so you can add your own structure, such as Plans, Progress, and Problems.
Performance Reviews: The questions in your Performance Reviews.
Good to know
Where do I edit the questions of User Reviews and Team Reviews?
In Configure > Progress reporting. See Reviews.
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