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Transparency is great, but sometimes things can't be shared with everyone. Whether there's an upcoming merger, or you're working on a classified partnership, you can mark any OKR or KPI as private in Perdoo. Manage all your goals in one place, even if they're not for everyone to see.

With Private OKRs and KPIs in Perdoo, you get complete flexibility over who sees what to balance transparency with reality.

In this article:

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Getting started

Admins and Superadmins must first enable this feature in Configure > Features > check the Private OKRs & KPIs box:

Enable private OKRs and KPIs in Configure > Features tab

How to make an OKR private

  1. Create or edit an Objective

  2. Click More options

  3. Choose to hide or unhide the OKR (private OKRs are visible to Objective Lead, Result Leads, and Contributors only)

  4. Add collaborators (optional)

  5. Click Save

You can find your private OKRs in your Active OKRs tab, marked with a lock icon. Private OKRs are not included in reporting or Group summaries, such as Goals or the Map, nor can you align them.

Private OKR in Active OKRs tab

How to make a KPI private

  1. Create or edit an Objective

  2. Click Advanced Options

  3. Choose to hide or unhide the KPI (private KPIs are visible to the Lead and Contributors only)

  4. Add collaborators (optional)

  5. Click Save

Private KPIs are identified on user pages and KPI modals with a lock icon:

Private KPI in KPI modal

Click on the lock icon to reveal who the KPI is visible to:

Lock icon on Private KPI

💡 Pro tips:

  • Private KPIs can have aligned Objectives created from them, but the aligned Objective will remain private, also to the same people ("visible to" in the KPI becomes "Contributors" in the OKR).

  • If you just need more time to create your OKR, you could just save your OKR as a draft instead.

  • Want to see all your KPIs in one place (including private KPIs)? Head to your KPI Boards. The KPIs will only be visible to the people you choose.

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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