Initiatives / To-do are the work you are going to do to achieve your OKRs. Here's a video to tell you more about creating To-dos.
The app will then take you through the steps to configure the To-do
Name & Description
What is the To-do you are going to be doing?
Type
Are you creating a Team or Individual To-do?
To-do Status
Is this just an Idea or are you already working on it - see more on To-do Status
Owner & Collaborators
Every To-do must have an owner - you are the default owner and you can change that now or later
Collaborators are the set of teams & individuals who are helping with the To-do - again you can set it now or later
Linked OKRs
Ideally every To-do is being done to help achieve an OKR, so you should link the To-do to the OKR now - either with the Objective or a specific Key Result.
You can link to multiple OKRs for more general To-do
Progress
You can track the progress of the To-do in several ways
- Percentage Complete
- Progress is tracked from 0% to 100% where you will update the value as you go.
- Simple From / To
- Where you have a target value to aim for, choose a Unit (Numeric / Currency / Percentage), the From and To value. Simply add your latest value to update progress.
- Child Initiatives
- If sub-initiatives are enabled, the progress can be calculated as the average progress of the children.
- Trello, Asana, JIRA Monday, Todoist, Hive, Azure DevOps Tasks
- These calculate progress based on the number of completed tasks in a Board, Project, or Epic.
You have created your first To-do and you might want to read How to manage an To-do.