Configure and implement Perdoo
Tailor Perdoo to the needs of your organization and get everyone involved.
31 articles
Set your Ambassador(s)Add an Ambassador to keep your OKR program on track.
Mark who the Executives areIdentify execs to offer them unique reports and tailored communications.
Choose a different framework or customize terminologyUse Perdoo for 4DX, Balanced Scorecard, EOS, OGSM, etc.
Tailor Perdoo to the needs of your organizationHow to customize your Perdoo account.
Individual goalsAdd individual OKRs & KPIs.
Enable or disable stretch goalsDetermine when an OKR has been achieved.
Define frequency for Perdoo Progress reviewsThis article suggests best practices on how often you should review progress on your OKRs.
User ReviewsContextualize your week by sharing top priorities and flagging any concerns with your team.
Team ReviewsContextualize your team's month by sharing top wins and flagging any concerns.
Add templates to support the OKR processTemplates help standardize your OKR program and capture the right information.
TagsAnalyze your goals with standard tags or custom ones unique to you.
Custom fieldsAnalyze your goals with custom fields unique for your company.
Cadences and timeframesPick how often you’ll set OKRs, then let Perdoo sort the rest.
How can we reflect our company's financial calendar?
Multi-company group structureHow to set up and manage a group of companies/subsidiaries on Perdoo.
Roles & rightsLearn about the different permissions users have in Perdoo.
Add your coworkersAdd your coworkers so they can participate in your OKR program.
Import users & teamsSave time by batch uploading your users and automatically creating teams for them.
Edit, archive, restore & delete usersManage users as your company changes.
View-only licensesAllow users to only view or comment on goals.
The Manager roleHow Perdoo helps managers keep their team engaged.
Manage teams
Teams help you organize your goals.
Create or join TeamsTeams let you organize your goals (and people). You need to be a member to add goals to a team.
Sub-teamsNest your teams to reflect your organization's structure in Perdoo.
Edit Teams
Archive TeamsArchive Teams when working with temporary teams.
Delete a Team
Push OKR updates to your Slack channelKeep your team updated in real time.