ℹ️ Available on Supreme.
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. Need greater controls? You can even restrict visibility to a person's team(s). Manage all your goals in one place, even if they're not for everyone to see.
With Private settings in Perdoo, you get complete flexibility over who sees what to balance transparency with reality.
Make specific OKRs or KPIs private
Getting started
Superadmins must first enable this feature in Configure > Features > Private goals.
How to make an OKR private
Create or edit an Objective.
Click Public to see the visibility options.
Select Private.
Click More options to add Contributors (optional).
Click Save.
A Private OKR is only visible to the OKR leads (Objective, Key Result and Initiative leads) and contributors.
You can find your private OKRs on in your Active OKRs tab, marked with a lock icon. Click on the lock icon to reveal who the OKR is visible to:
How to make a KPI private
Create or edit a KPI.
Click Advanced Options.
Choose to hide or unhide the KPI (private KPIs are visible to the Lead and Contributors only).
Add who else should see the KPI (optional).
Click Save.
Private KPIs are identified on user pages and KPI modals with a lock icon. Click on the lock icon to reveal who the KPI is visible to:
Important notes:
Private goals are excluded from dashboards or team progress reports.
Private goals cannot be aligned to any other goal. It's not possible to change an Aligned OKR to Private from Public. You first need to Skip the Alignment.
Turn on Private Mode to hide any private goals.
If you just need more time before making your OKR active, you could enable Limit draft Objective visibility feature and save your OKR as a draft instead.
Restricting visibility of goals to own team(s)
Need even more privacy? You can limit the visibility of Standard & View-only users to only the goals of the teams that they’re a member of (including sub-teams, if any).
Getting started
Superadmins must first enable this feature in Configure > Features: Restrict visibility of goals.
Important notes:
Standard & View-only users will be able to see goals for their teams and sub-teams. When a Standard or View-only user visits another team’s or user’s page that they don't have access to, they'll see the message: “You don’t have access to this team’s / user’s goals.”
Standard & View-only users will still be able to see the Company strategy, OKRs and KPIs.
Standard & View-only users can access the goals of another team when they are a lead or contributor for a KPI, Objective, or the Objective’s Key Results or Initiatives.
Admins and Superadmins can see all goals without restriction.
Perdoo 3.0
Make a specific goal private (Strategic Pillars, Objectives, Key Results, Initiatives, KPIs)
Getting started
ℹ️ This requires Superadmin rights.
Superadmins must first enable this feature in Configure > Features > Private goals.
How to make a goal private
Click Advanced options.
Under Visibility > Select Private.
Click Save.
You can change the visibility of an existing goal on its details page.
A Private goal is visible to its leads and contributors. For Objectives, this also includes leads and contributors of any aligned goals.
You can find your private goals marked with a lock icon.
Important notes:
Private goals are excluded from dashboards or team progress reports.
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).
Turn on Private Mode to hide any private goals.
If you just need more time before making your OKR active, you could enable Limit draft Objective visibility feature and save your OKR as a draft instead.
Restricting visibility of goals to own team(s)
Need even more privacy? You can limit the visibility of Standard & View-only users to only the goals of the teams that they’re a member of (including sub-teams, if any).
Getting started
ℹ️ This requires Superadmin rights.
Superadmins must first enable this feature in Configure > Features: Restrict visibility of goals.
Important notes:
Standard & View-only users will be able to see goals for their teams and sub-teams. When a Standard or View-only user visits another team’s or user’s page that they don't have access to, they'll see the message: “You don’t have access to this team’s / user’s goals.”
Standard & View-only users will still be able to see the Company strategy, OKRs and KPIs.
Standard & View-only users can access the goals of another team when they are a lead or contributor for a KPI, Objective, Key Results or Initiatives.
Admins and Superadmins can see all goals without restriction.
Need help?
Contact our friendly Support team via the in-app chat at the bottom-right of your screen, or email support@perdoo.com.