Towards the end of a quarter, it’s time to wrap up your OKRs from the current quarter and to start thinking about our upcoming priorities. The first, and most important, part of this process is closing your current OKRS.

This article contains everything you need to know to get the most out of this valuable and rewarding exercise.


How to close an OKR in Perdoo

  • Use the Close Objective button in red (it'll appear at the end of a quarter), or use the 3-dot menu on the right and select Close Objective.

  • Alternatively, you can open the OKR you wish to close by clicking on it.

  • Click on the 3-dot menu top right and select Close Objective.

  • Add your closing notes by answering the templated questions (if any).

  • Click Submit.

* NOTE: It's not possible to archive an Objective. If an Objective is no longer valuable to you, you can consider closing it.


FAQ

Can I change the templated questions in the closing note?

Yes, you can, but you need to have admin rights to do so. If you do have admin rights, go to Configure > General tab, and select Templates in the left sidebar. Click here to go there now.

Make sure to read this article to understand why our default templates are set up like this.

Can I edit or re-open a closed OKR?

Yes, if you've closed an OKR and need to make any changes, you can re-open it by selecting Reopen Objective from the 3-dot menu on the OKR.

What are some best practices for closing OKR?

Need a hand? Contact our friendly Support team via the in-app chat at the bottom-right of your screen, or email support@perdoo.com.

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