Draft OKRs

Write great OKRs in the place your strategy and all your goals live.

Nick Fischer avatar
Written by Nick Fischer
Updated this week

Writing great OKRs takes time and requires collaboration. But when you can see what has been worked on in the past, and what other teams are planning next quarter, it all becomes much simpler.

With tools to draft OKRs in Perdoo, you can plan out your future growth with a complete overview of how your strategy execution is going. And Perdoo's in-app guidance will help your team draft consistently great goals.

When creating an Objective, simply mark it as Draft to store it in the new Drafts list on your Company or Team page. From here, collaborate and discuss with your team, add any Key Results or Initiatives, and set it active when you're ready to go. Planning ahead for the next quarter? Perdoo will flag when it's time to work on it.

Draft an OKR

When creating or editing any Objective in Perdoo, simply click the toggle at the bottom of the screen to mark this Objective as Draft. The Objective and any Results you add will then be drafts.

You can draft an unlimited number of OKRs, and even use this feature to create a backlog of potential OKRs to prioritize once you're planning the next quarter.

Draft option when creating or editing an OKR

View Draft OKRs

View Draft OKRs in the Drafts tab on Company, Team, or user pages. Some important notes:

  • Draft OKRs are not included in aggregated progress calculations (i.e. on Team pages or Performance Reports).

  • Your Draft OKRs will be visible on your Map. You can align OKRs to Draft OKRs, to ensure alignment from one quarter to the next.

  • You can filter for your Draft OKRs in Goals: filter for Stage and select Draft.

If you've planned ahead, and drafted an OKR for a future timeframe, Perdoo will encourage you to Activate this OKR once that timeframe becomes Active.

From a profile page:

Drafts tab in Company, Group, or user page

Directly from the Objective modal right side panel:

* NOTE: To activate a Draft OKR, you must manually activate it. This process is not automatic at the beginning of a new quarter.

If an OKR is in Draft, you can update the progress of its Results. However, the stats from these updates won't show up in your reports.

Limit visibility of Draft OKRs

*Important: Only Admins or Superadmins can enable this functionality.

If you'd only like the team members to be able to see Draft OKRs, you can enable this setting in Configure > General > Features > Limit draft Objective visibility. Once the OKR is made Active, then it will be visible to everyone in Perdoo.

Need help?

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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